FNX vs VTV

AFNX

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · FNX $14,318

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%FNX and VTV

FNX

VTV

First Trust Mid Cap Core AlphaDEX Fund · $1.4BVanguard Morningstar Value ETF · $184B

+18.6%3 years · per year$16,664 · $17,832+21.3%

+7.4%5 years · per year$14,318 · $17,626+12.0%

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

0.99%12-mo yield$99 · $186 on $10k1.86%

−9.2%Worst dropSmaller wins−6.4%

15.4%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · VTV

0.3%TSN0.0%

Held in common0.0%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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

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 VTV

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,318

VTV

Vanguard Morningstar Value

$17,626

MeasureFNXVTV

Fee0.62%0.03%

Cost on $10k a year$62$3

Yield0.99%1.86%

5 years, per year+7.4%+12.0%

3 years, per year+18.6%+21.3%

Worst drop · 1Y−9.2%−6.4%

Volatility · 1Y15.4%10.7%

6–0measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FNX, VTV

Today

0.0%most shared, FNX and VTV

FNXVTV

FNX—0.0%

VTV0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

FNX$99 − $62 = $37

KeptFee

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