FSGS vs VTV

AFSGS

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 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 · $29MVanguard Morningstar Value ETF · $184B

+11.1%3 years · per year$13,731 · $17,700+21.0%

+3.7%5 years · per year$11,969 · $17,865+12.3%

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

0.03%12-mo yield$3 · $183 on $10k1.83%

−11.3%Worst dropSmaller wins−6.4%

15.3%VolatilityLower wins10.8%

0–6VTV wins

$10,000 · 5 yearsAll three, one 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 9, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	+2.5%	+8.5%	+9.4%	+11.1%	+3.7%	−11.3%	$29M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	+2.5%	+8.5%	+9.4%	+11.1%	+3.7%	−11.3%	$29M

End-of-day Nov 9, 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

$11,969

VTV

Vanguard Morningstar Value

$17,865

MeasureFSGSVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.03%1.83%

5 years, per year+3.7%+12.3%

3 years, per year+11.1%+21.0%

Worst drop · 1Y−11.3%−6.4%

Volatility · 1Y15.3%10.8%

6–0measures won
VTV first

0.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FSGS, VTV, IWF

Today

11.8%most shared, VTV and IWF

FSGSVTVIWF

FSGS—0.3%1.1%

VTV0.3%—11.8%

IWF1.1%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWF$38 − $18 = $20

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee