FSGS vs VTV

AFSGS

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · FSGS $11,957

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%FSGS and VTV

FSGS

VTV

First Trust SMID Growth Strength ETF · $30MVanguard Morningstar Value ETF · $184B

+11.2%3 years · per year$13,737 · $17,687+20.9%

+3.6%5 years · per year$11,957 · $17,585+12.0%

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

0.03%12-mo yield$3 · $187 on $10k1.87%

−11.3%Worst dropSmaller wins−6.4%

15.2%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSGS · VTV

1.1%ACGL0.1%

1.1%CINF0.1%

1.2%EFX0.1%

1.0%RMD0.1%

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	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	−0.7%	+5.9%	+5.0%	+11.2%	+3.6%	−11.3%	$30M

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	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	−0.7%	+5.9%	+5.0%	+11.2%	+3.6%	−11.3%	$30M

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

FSGS vs VTV

FSGS

First Trust SMID Growth Strength

$11,957

VTV

Vanguard Morningstar Value

$17,585

MeasureFSGSVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.03%1.87%

5 years, per year+3.6%+12.0%

3 years, per year+11.2%+20.9%

Worst drop · 1Y−11.3%−6.4%

Volatility · 1Y15.2%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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FSGS, VTV

Today

0.3%most shared, FSGS and VTV

FSGSVTV

FSGS—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

FSGS$3 − $60 = −$57

KeptFee

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