FNX vs VO

AFNX

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$14,318FNX · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.1%FNX and VO

FNX

First Trust Mid Cap Core AlphaDEX Fund · $1.4BVanguard Morningstar Mid-Cap ETF · $103B

+18.6%3 years · per year$16,664 · $16,795+18.9%

+7.4%5 years · per year$14,318 · $13,616+6.4%

0.62%Expense ratio$62 · $3 on $10k · lower wins0.03%

0.99%12-mo yield$99 · $139 on $10k1.39%

−9.2%Worst dropSmaller wins−8.2%

15.4%VolatilityLower wins12.9%

1–5VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · VO

0.3%TSN0.1%

0.1%TKO0.1%

0.3%VG0.0%

Held in common0.1%

End-of-day Nov 5, 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	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.99%	−3.2%	+11.3%	+14.9%	+18.6%	+7.4%	−9.2%	$1.4B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

Both

5Y2 funds

#			Trend
1	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.99%	−3.2%	+11.3%	+14.9%	+18.6%	+7.4%	−9.2%	$1.4B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

Cards for this view

FNX vs VO

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,318

Vanguard Morningstar Mid-Cap

$13,616

MeasureFNXVO

Fee0.62%0.03%

Cost on $10k a year$62$3

Yield0.99%1.39%

5 years, per year+7.4%+6.4%

3 years, per year+18.6%+18.9%

Worst drop · 1Y−9.2%−8.2%

Volatility · 1Y15.4%12.9%

5–1measures won
VO first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FNX, VO

Today

0.1%most shared, FNX and VO

FNXVO

FNX—0.1%

VO0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FNX$99 − $62 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee