FNX vs DFAS

AFNX

BDFAS

Measures won4–2FNX wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

Smallest drop−9.2%FNX · worst fall in 1Y

Held in common45.6%FNX and DFAS

FNX

DFAS

First Trust Mid Cap Core AlphaDEX Fund · $1.4BDimensional - US Small Cap ETF · $33.7B

+18.2%3 years · per year$16,527 · $16,130+17.3%

+7.4%5 years · per year$14,322 · $13,927+6.8%

0.62%Expense ratio$62 · $30 on $10k · lower wins0.30%

0.99%12-mo yield$99 · $103 on $10k1.03%

−9.2%Worst dropSmaller wins−9.4%

15.4%VolatilityLower wins15.7%

4–2FNX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFNX · DFAS

0.4%HALO0.2%

0.5%RRC0.2%

0.2%AIT0.2%

0.3%SSB0.2%

Held in common45.6%

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
4	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
4	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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

FNX vs DFAS

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,322

DFAS

Dimensional - US Small Cap

$13,927

MeasureFNXDFAS

Fee0.62%0.30%

Cost on $10k a year$62$30

Yield0.99%1.03%

5 years, per year+7.4%+6.8%

3 years, per year+18.2%+17.3%

Worst drop · 1Y−9.2%−9.4%

Volatility · 1Y15.4%15.7%

4–1measures won
FNX first

45.6%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FNX, DFAS, VUG, IWF

Today

78.0%most shared, VUG and IWF

FNXDFASVUGIWF

FNX—45.6%0.1%1.2%

DFAS45.6%—0.0%1.4%

VUG0.1%0.0%—78.0%

IWF1.2%1.4%78.0%—

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

FNX$99 − $62 = $37

IWF$39 − $18 = $21

KeptFee

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