FNX vs VOE

AFNX

BVOE

Measures won0–6VOE wins · of 6 · 5Y

$10,000 · 5Y$15,868VOE · FNX $14,322

Lowest cost0.05%VOE · $5 on $10k

Most income1.88%VOE · $188 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common0.1%FNX and VOE

FNX

VOE

First Trust Mid Cap Core AlphaDEX Fund · $1.4BVanguard Morningstar Mid-Cap Value ETF · $22.8B

+18.2%3 years · per year$16,527 · $17,411+20.3%

+7.4%5 years · per year$14,322 · $15,869+9.7%

0.62%Expense ratio$62 · $5 on $10k · lower wins0.05%

0.99%12-mo yield$99 · $188 on $10k1.88%

−9.2%Worst dropSmaller wins−6.9%

15.4%VolatilityLower wins11.4%

0–6VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · VOE

0.3%TSN0.1%

Held in common0.1%

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
2	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

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
2	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

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 VOE

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,322

VOE

Vanguard Morningstar Mid-Cap Value

$15,869

MeasureFNXVOE

Fee0.62%0.05%

Cost on $10k a year$62$5

Yield0.99%1.88%

5 years, per year+7.4%+9.7%

3 years, per year+18.2%+20.3%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y15.4%11.4%

6–0measures won
VOE first

0.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNX, VOE

Today

0.1%most shared, FNX and VOE

FNXVOE

FNX—0.1%

VOE0.1%—

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

Income After Fees on $10,000

$183most kept, VOE

VOE$188 − $5 = $183

FNX$99 − $62 = $37

KeptFee

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