FTA vs MVAL

AFTA

BMVAL

Measures won3–1FTA wins · of 6 · 5Y

$10,000 · 5Y$17,450FTA

Lowest cost0.50%MVAL · $50 on $10k

Most income1.66%FTA · $166 on $10k

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

Held in common6.7%FTA and MVAL

FTA

MVAL

First Trust Large Cap Value AlphaDEX Fund · $1.5BVanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M

+21.7%3 years · per year$18,005 · […][…]

+11.8%5 years · per year$17,450 · […][…]

0.58%Expense ratio$58 · $50 on $10k · lower wins0.50%

1.66%12-mo yield$166 · $151 on $10k1.51%

−8.1%Worst dropSmaller wins−12.2%

11.4%VolatilityLower wins15.0%

3–1FTA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · MVAL

1.0%STZ4.4%

0.8%BR4.9%

0.7%ZBH4.5%

0.6%ZTS2.7%

Held in common6.7%

End-of-day Nov 4, 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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.66%	+1.6%	+23.9%	+30.4%	+21.7%	+11.8%	−8.1%	$1.5B
2	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.66%	+1.6%	+23.9%	+30.4%	+21.7%	+11.8%	−8.1%	$1.5B
2	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTA vs MVAL

FTA

First Trust Large Cap Value AlphaDEX Fund

$17,450

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureFTAMVAL

Fee0.58%0.50%

Cost on $10k a year$58$50

Yield1.66%1.51%

5 years, per year+11.8%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−8.1%−12.2%

Volatility · 1Y11.4%15.0%

3–1measures won
FTA first

6.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FTA, MVAL

Today

6.7%most shared, FTA and MVAL

FTAMVAL

FTA—6.7%

MVAL6.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, FTA

FTA$166 − $58 = $108

MVAL$151 − $50 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee