FTA vs MVAL

AFTA

BMVAL

Measures won3–1FTA wins · of 6 · 5Y

$10,000 · 5Y$16,899FTA · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.71%FTA · $171 on $10k

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

Held in common6.9%FTA and MVAL

FTA

MVAL

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

+20.0%3 years · per year$17,275 · […][…]

+11.1%5 years · per year$16,899 · […][…]

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

1.71%12-mo yield$171 · $156 on $10k1.56%

−8.1%Worst dropSmaller wins−12.2%

11.6%VolatilityLower wins15.1%

3–1FTA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTA · MVAL

1.1%STZ4.5%

0.8%BR5.0%

0.8%ZBH4.8%

0.6%CPRT1.7%

Held in common6.9%

End-of-day Nov 6, 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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

End-of-day Nov 6, 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

$16,899

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureFTAMVAL

Fee0.58%0.50%

Cost on $10k a year$58$50

Yield1.71%1.56%

5 years, per year+11.1%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−8.1%−12.2%

Volatility · 1Y11.6%15.1%

3–1measures won
FTA first

6.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FTA, MVAL, IWF

Today

9.1%most shared, MVAL and IWF

FTAMVALIWF

FTA—6.9%1.7%

MVAL6.9%—9.1%

IWF1.7%9.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, FTA

FTA$171 − $58 = $113

MVAL$156 − $50 = $106

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee