FNK vs VTI

AFNK

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · FNK $14,968

Lowest cost0.03%VTI · $3 on $10k

Most income1.55%FNK · $155 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common2.1%FNK and VTI

FNK

VTI

First Trust Mid Cap Value AlphaDEX Fund · $238MVanguard Morningstar Total Stock Market ETF · $689B

+16.2%3 years · per year$15,681 · $18,004+21.7%

+8.4%5 years · per year$14,968 · $16,375+10.4%

0.74%Expense ratio$74 · $3 on $10k · lower wins0.03%

1.55%12-mo yield$155 · $109 on $10k1.09%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · VTI

0.3%RGA0.0%

0.6%HST0.0%

0.7%APA0.0%

0.7%TSN0.0%

Held in common2.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNK vs VTI

FNK

First Trust Mid Cap Value AlphaDEX Fund

$14,968

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFNKVTI

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield1.55%1.09%

5 years, per year+8.4%+10.4%

3 years, per year+16.2%+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%13.7%

5–1measures won
VTI first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FNK, VTI

Today

2.1%most shared, FNK and VTI

FNKVTI

FNK—2.1%

VTI2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

FNK$155 − $74 = $81

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee