FRTY vs VOE

AFRTY

BVOE

Measures won1–5VOE wins · of 6 · 5Y

$10,000 · 5Y$16,506VOE · FRTY $9,587

Lowest cost0.05%VOE · $5 on $10k

Most income1.82%VOE · $182 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common0.6%FRTY and VOE

FRTY

VOE

Alger Mid Cap 40 ETF · $137MVanguard Morningstar Mid-Cap Value ETF · $22.8B

+23.0%3 years · per year$18,629 · $18,246+22.2%

−0.8%5 years · per year$9,587 · $16,506+10.5%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

0.19%12-mo yield$19 · $182 on $10k1.82%

−18.2%Worst dropSmaller wins−6.9%

28.5%VolatilityLower wins11.1%

1–5VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRTY · VOE

3.2%BIIB0.6%

Held in common0.6%

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B
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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B
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 VOE

FRTY

Alger Mid Cap 40

$9,587

VOE

Vanguard Morningstar Mid-Cap Value

$16,506

MeasureFRTYVOE

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield0.19%1.82%

5 years, per year−0.8%+10.5%

3 years, per year+23.0%+22.2%

Worst drop · 1Y−18.2%−6.9%

Volatility · 1Y28.5%11.1%

5–1measures won
VOE first

0.6%

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, VOE

Today

0.6%most shared, FRTY and VOE

FRTYVOE

FRTY—0.6%

VOE0.6%—

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

FRTY$19 − $60 = −$41

KeptFee

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