FTA vs IUSV

AFTA

BIUSV

Measures won2–3IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV · FTA $16,998

Lowest cost0.04%IUSV · $4 on $10k

Most income1.69%FTA · $169 on $10k

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

Held in common26.1%FTA and IUSV

FTA

IUSV

First Trust Large Cap Value AlphaDEX Fund · $1.5BiShares Core S&P U.S. Value ETF · $29.0B

+20.6%3 years · per year$17,545 · $16,565+18.3%

+11.2%5 years · per year$16,998 · $17,003+11.2%

0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%

1.69%12-mo yield$169 · $165 on $10k1.65%

−8.1%Worst dropSmaller wins−6.4%

11.6%VolatilityLower wins10.2%

2–3IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · IUSV

0.7%WFC0.8%

0.7%CVX1.3%

0.8%VZ0.6%

0.5%DIS0.6%

Held in common26.1%

End-of-day Nov 5, 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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B

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

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B

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

Cards for this view

FTA vs IUSV

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,998

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureFTAIUSV

Fee0.58%0.04%

Cost on $10k a year$58$4

Yield1.69%1.65%

5 years, per year+11.2%+11.2%

3 years, per year+20.6%+18.3%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y11.6%10.2%

3–2measures won
IUSV first

26.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FTA, IUSV

Today

26.1%most shared, FTA and IUSV

FTAIUSV

FTA—26.1%

IUSV26.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

FTA$169 − $58 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee