FRTY vs VTV

AFRTY

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · FRTY $8,789

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.3%FRTY and VTV

FRTY

VTV

Alger Mid Cap 40 ETF · $129MVanguard Morningstar Value ETF · $184B

+20.4%3 years · per year$17,442 · $17,687+20.9%

−2.5%5 years · per year$8,789 · $17,585+12.0%

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

0.20%12-mo yield$20 · $187 on $10k1.87%

−19.0%Worst dropSmaller wins−6.4%

28.7%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRTY · VTV

1.8%MCHP0.2%

3.4%BIIB0.1%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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 VTV

FRTY

Alger Mid Cap 40

$8,789

VTV

Vanguard Morningstar Value

$17,585

MeasureFRTYVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.20%1.87%

5 years, per year−2.5%+12.0%

3 years, per year+20.4%+20.9%

Worst drop · 1Y−19.0%−6.4%

Volatility · 1Y28.7%10.7%

6–0measures won
VTV first

0.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, VTV

Today

0.3%most shared, FRTY and VTV

FRTYVTV

FRTY—0.3%

VTV0.3%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

FRTY$20 − $60 = −$40

KeptFee

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