FTA vs BPAY

AFTA

BBPAY

Measures won4–1FTA wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · FTA $16,890

Lowest cost0.03%VUG · $3 on $10k

Most income7.50%BPAY · $750 on $10k

Smallest drop−8.1%FTA · worst fall in 1Y

Held in common3.5%FTA and BPAY

FTA

BPAY

First Trust Large Cap Value AlphaDEX Fund · $1.5BiShares FinTech Active ETF · $9M

+21.4%3 years · per year$17,873 · $14,581+13.4%

+11.1%5 years · per year$16,890 · […][…]

0.58%Expense ratio$58 · $66 on $10k · lower wins0.66%

1.69%12-mo yield$169 · $750 on $10k7.50%

−8.1%Worst dropSmaller wins−26.9%

11.3%VolatilityLower wins26.1%

4–1FTA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTA · BPAY

1.0%GPN5.2%

1.0%FIS4.3%

0.9%FISV1.7%

0.7%COF4.5%

Held in common3.5%

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.69%	−1.1%	+22.0%	+27.8%	+21.4%	+11.1%	−8.1%	$1.5B
3	BBPAY	iShares FinTech Active ETFRead Desk	0.66%	7.50%	+0.2%	−9.6%	−15.9%	+13.4%	new	−26.9%	$9M

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.69%	−1.1%	+22.0%	+27.8%	+21.4%	+11.1%	−8.1%	$1.5B
3	BBPAY	iShares FinTech Active ETFRead Desk	0.66%	7.50%	+0.2%	−9.6%	−15.9%	+13.4%	new	−26.9%	$9M

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

Cards for this view

FTA vs BPAY

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,890

BPAY

iShares FinTech Active

[…]

MeasureFTABPAY

Fee0.58%0.66%

Cost on $10k a year$58$66

Yield1.69%7.50%

5 years, per year+11.1%[…]

3 years, per year+21.4%+13.4%

Worst drop · 1Y−8.1%−26.9%

Volatility · 1Y11.3%26.1%

4–1measures won
FTA first

3.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FTA, BPAY, VUG

Today

3.5%most shared, FTA and BPAY

FTABPAYVUG

FTA—3.5%0.4%

BPAY3.5%—3.2%

VUG0.4%3.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$684most kept, BPAY

BPAY$750 − $66 = $684

FTA$169 − $58 = $111

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee