FSCS vs VO

AFSCS

BVO

Measures won2–4VO 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−7.8%FSCS · worst fall in 1Y

Held in common5.3%FSCS and VO

FSCS

First Trust SMID Capital Strength ETF · $62MVanguard Morningstar Mid-Cap ETF · $103B

+13.5%3 years · per year$14,625 · $16,701+18.6%

+6.1%5 years · per year$13,473 · $13,590+6.3%

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

1.23%12-mo yield$123 · $139 on $10k1.39%

−7.8%Worst dropSmaller wins−8.2%

12.2%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSCS · VO

1.0%HIG0.3%

1.0%KMB0.3%

1.0%RMD0.3%

1.1%ACGL0.3%

Held in common5.3%

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	AFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.23%	−0.6%	+5.2%	+6.9%	+13.5%	+6.1%	−7.8%	$62M

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	AFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.23%	−0.6%	+5.2%	+6.9%	+13.5%	+6.1%	−7.8%	$62M

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

FSCS vs VO

FSCS

First Trust SMID Capital Strength

$13,473

Vanguard Morningstar Mid-Cap

$13,590

MeasureFSCSVO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.23%1.39%

5 years, per year+6.1%+6.3%

3 years, per year+13.5%+18.6%

Worst drop · 1Y−7.8%−8.2%

Volatility · 1Y12.2%12.9%

4–2measures won
VO first

5.3%

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: FSCS, VO, VUG

Today

10.2%most shared, VO and VUG

FSCSVOVUG

FSCS—5.3%0.2%

VO5.3%—10.2%

VUG0.2%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

FSCS$123 − $60 = $63

VUG$42 − $3 = $39

KeptFee

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