FRTY vs VO

AFRTY

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common7.3%FRTY and VO

FRTY

Alger Mid Cap 40 ETF · $129MVanguard Morningstar Mid-Cap ETF · $103B

+20.4%3 years · per year$17,442 · $16,701+18.6%

−2.5%5 years · per year$8,789 · $13,590+6.3%

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

0.20%12-mo yield$20 · $139 on $10k1.39%

−19.0%Worst dropSmaller wins−8.2%

28.7%VolatilityLower wins12.9%

1–5VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRTY · VO

3.4%NET1.1%

1.7%DDOG0.9%

2.0%HOOD0.9%

1.2%BE0.8%

Held in common7.3%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$129M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$129M

End-of-day Nov 6, 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

$8,789

Vanguard Morningstar Mid-Cap

$13,590

MeasureFRTYVO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.20%1.39%

5 years, per year−2.5%+6.3%

3 years, per year+20.4%+18.6%

Worst drop · 1Y−19.0%−8.2%

Volatility · 1Y28.7%12.9%

5–1measures won
VO first

7.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FRTY, VO, VUG

Today

10.2%most shared, VO and VUG

FRTYVOVUG

FRTY—7.3%2.5%

VO7.3%—10.2%

VUG2.5%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

FRTY$20 − $60 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee