FRTY vs VO

AFRTY

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common7.3%FRTY and VO

FRTY

Alger Mid Cap 40 ETF · $134MVanguard Morningstar Mid-Cap ETF · $103B

+21.9%3 years · per year$18,110 · $16,763+18.8%

−2.0%5 years · per year$9,028 · $13,867+6.8%

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

0.19%12-mo yield$19 · $135 on $10k1.35%

−19.0%Worst dropSmaller wins−8.2%

28.9%VolatilityLower wins13.1%

1–5VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRTY · VO

3.7%NET1.1%

1.7%DDOG0.9%

2.0%HOOD0.9%

1.3%BE0.8%

Held in common7.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.19%	+4.5%	+0.1%	−2.0%	+21.9%	−2.0%	−19.0%	$134M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.19%	+4.5%	+0.1%	−2.0%	+21.9%	−2.0%	−19.0%	$134M

End-of-day Nov 9, 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

$9,028

Vanguard Morningstar Mid-Cap

$13,867

MeasureFRTYVO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.19%1.35%

5 years, per year−2.0%+6.8%

3 years, per year+21.9%+18.8%

Worst drop · 1Y−19.0%−8.2%

Volatility · 1Y28.9%13.1%

5–1measures won
VO first

7.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FRTY, VO, IWF

Today

9.2%most shared, VO and IWF

FRTYVOIWF

FRTY—7.3%2.3%

VO7.3%—9.2%

IWF2.3%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWF$38 − $18 = $20

FRTY$19 − $60 = −$41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee