FRTY vs VO

AFRTY

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$14,290VO · FRTY $9,587

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

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

Held in common8.1%FRTY and VO

FRTY

Alger Mid Cap 40 ETF · $137MVanguard Morningstar Mid-Cap ETF · $103B

+23.0%3 years · per year$18,629 · $17,578+20.7%

−0.8%5 years · per year$9,587 · $14,290+7.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.19%12-mo yield$19 · $134 on $10k1.34%

−18.2%Worst dropSmaller wins−8.2%

28.5%VolatilityLower wins12.4%

1–5VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRTY · VO

3.5%NET1.1%

1.9%DDOG0.9%

2.0%HOOD0.9%

1.4%BE0.8%

Held in common8.1%

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.19%	−1.9%	+1.3%	−5.9%	+23.0%	−0.8%	−18.2%	$137M

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.19%	−1.9%	+1.3%	−5.9%	+23.0%	−0.8%	−18.2%	$137M

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

FRTY vs VO

FRTY

Alger Mid Cap 40

$9,587

Vanguard Morningstar Mid-Cap

$14,290

MeasureFRTYVO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.19%1.34%

5 years, per year−0.8%+7.4%

3 years, per year+23.0%+20.7%

Worst drop · 1Y−18.2%−8.2%

Volatility · 1Y28.5%12.4%

5–1measures won
VO first

8.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FRTY, VO

Today

8.1%most shared, FRTY and VO

FRTYVO

FRTY—8.1%

VO8.1%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

FRTY$19 − $60 = −$41

KeptFee

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