FTA vs IUSV5YFTAFTAAvsBIUSVIUSVFirst Trust Large Cap Value AlphaDEX Fund · $1.5BiShares Core S&P U.S. Value ETF · $28.9BReturns · dividends in+20.2%3 years · per year$17,367 · $16,318+17.7%+11.1%5 years · per year$16,945 · $17,110+11.3%Cost and income0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%1.67%
Overlap: FTA, IUSV, VUGToday26.1%most shared, FTA and IUSVFTAIUSVVUGFTA—26.1%0.4%IUSV26.1%—24.9%VUG0.4%24.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FTA vs IUSV5YAFTAFirst Trust Large Cap Value AlphaDEX Fund$16,945vsIUSVBiShares Core S&P U.S. Value$17,110$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.2%+15.5%+16.1%+17.7%+11.3%−6.4%$28.9B2AFTAFirst Trust Large Cap Value AlphaDEX FundReadDesk0.58%1.67%+0.6%+23.0%+26.5%+20.2%+11.1%−8.1%$1.5B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.2%+15.5%+16.1%+17.7%+11.3%−6.4%$28.9B2AFTAFirst Trust Large Cap Value AlphaDEX FundReadDesk0.58%1.67%+0.6%+23.0%+26.5%+20.2%+11.1%−8.1%$1.5B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: FTA, IUSV, VUGToday26.1%most shared, FTA and IUSVFTAIUSVVUGFTA—26.1%0.4%IUSV26.1%—24.9%VUG0.4%24.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$157most kept, IUSVIUSV$161 − $4 = $157FTA$167 − $58 = $109VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee