FPX vs VUG

AFPX

BVUG

Measures won1–5VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · FPX $13,390

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

Smallest drop−16.1%VUG · worst fall in 1Y

Held in common5.6%FPX and VUG

FPX

VUG

First Trust US Equity Opportunities ETF · $1.4BVanguard Morningstar Growth ETF · $233B

+30.4%3 years · per year$22,148 · $19,712+25.4%

+6.0%5 years · per year$13,390 · $17,153+11.4%

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

0.19%12-mo yield$19 · $40 on $10k0.40%

−18.9%Worst dropSmaller wins−16.1%

26.5%VolatilityLower wins18.2%

1–5VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · VUG

9.2%LLY2.6%

4.8%SNDK0.7%

7.6%GEV0.7%

3.8%STX0.6%

Held in common5.6%

End-of-day Nov 4, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	−1.3%	+2.7%	−0.1%	+30.4%	+6.0%	−18.9%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	−1.3%	+2.7%	−0.1%	+30.4%	+6.0%	−18.9%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPX vs VUG

FPX

First Trust US Equity Opportunities

$13,390

VUG

Vanguard Morningstar Growth

$17,153

MeasureFPXVUG

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.19%0.40%

5 years, per year+6.0%+11.4%

3 years, per year+30.4%+25.4%

Worst drop · 1Y−18.9%−16.1%

Volatility · 1Y26.5%18.2%

5–1measures won
VUG first

5.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FPX, VUG

Today

5.6%most shared, FPX and VUG

FPXVUG

FPX—5.6%

VUG5.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee