FPX vs VTV

AFPX

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · FPX $12,364

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 common1.5%FPX and VTV

FPX

VTV

First Trust US Equity Opportunities ETF · $1.3BVanguard Morningstar Value ETF · $184B

+27.3%3 years · per year$20,642 · $17,832+21.3%

+4.3%5 years · per year$12,364 · $17,626+12.0%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.20%12-mo yield$20 · $186 on $10k1.86%

−23.6%Worst dropSmaller wins−6.4%

27.1%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · VTV

2.0%GS0.9%

1.7%HONA0.2%

2.3%CPAY0.1%

1.5%VTR0.1%

Held in common1.5%

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	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	−6.1%	−3.6%	−3.3%	+27.3%	+4.3%	−23.6%	$1.3B

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	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	−6.1%	−3.6%	−3.3%	+27.3%	+4.3%	−23.6%	$1.3B

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

FPX vs VTV

FPX

First Trust US Equity Opportunities

$12,364

VTV

Vanguard Morningstar Value

$17,626

MeasureFPXVTV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.20%1.86%

5 years, per year+4.3%+12.0%

3 years, per year+27.3%+21.3%

Worst drop · 1Y−23.6%−6.4%

Volatility · 1Y27.1%10.7%

5–1measures won
VTV first

1.5%

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: FPX, VTV

Today

1.5%most shared, FPX and VTV

FPXVTV

FPX—1.5%

VTV1.5%—

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

FPX$20 − $57 = −$37

KeptFee

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