FNK vs VUG

AFNK

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FNK $14,968

Lowest cost0.03%VUG · $3 on $10k

Most income1.55%FNK · $155 on $10k

Smallest drop−9.1%FNK · worst fall in 1Y

Held in common0.0%FNK and VUG

FNK

VUG

First Trust Mid Cap Value AlphaDEX Fund · $245MVanguard Morningstar Growth ETF · $233B

+16.2%3 years · per year$15,681 · $18,415+22.6%

+8.4%5 years · per year$14,968 · $16,124+10.0%

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

1.55%12-mo yield$155 · $42 on $10k0.42%

−9.1%Worst dropSmaller wins−15.1%

13.9%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · VUG

0.4%VG0.0%

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$245M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$245M

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 VUG

FNK

First Trust Mid Cap Value AlphaDEX Fund

$14,968

VUG

Vanguard Morningstar Growth

$16,124

MeasureFNKVUG

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield1.55%0.42%

5 years, per year+8.4%+10.0%

3 years, per year+16.2%+22.6%

Worst drop · 1Y−9.1%−15.1%

Volatility · 1Y13.9%19.0%

3–3measures won
level

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FNK, VUG

Today

0.0%most shared, FNK and VUG

FNKVUG

FNK—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$81most kept, FNK

FNK$155 − $74 = $81

VUG$42 − $3 = $39

KeptFee

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