FTA vs MVAL

AFTA

BMVAL

Measures won3–1FTA wins · of 6 · 5Y

$10,000 · 5Y$16,998FTA · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.69%FTA · $169 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

+20.6%3 years · per year$17,545 · […][…]

+11.2%5 years · per year$16,998 · […][…]

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

1.69%12-mo yield$169 · $154 on $10k1.54%

−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

1.0%STZ4.4%

0.8%ZBH4.8%

0.8%BR4.8%

0.6%ZTS2.7%

Held in common6.9%

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

All Three

5Y3 funds

#
1	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−1.9%	+13.6%	+19.9%	new	new	−12.2%	$3M

End-of-day Nov 5, 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%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−1.9%	+13.6%	+19.9%	new	new	−12.2%	$3M

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 MVAL

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,998

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureFTAMVAL

Fee0.58%0.50%

Cost on $10k a year$58$50

Yield1.69%1.54%

5 years, per year+11.2%[…]

3 years, per year+20.6%[…]

Worst drop · 1Y−8.1%−12.2%

Volatility · 1Y11.6%15.1%

3–1measures won
FTA first

6.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

Overlap: FTA, MVAL, VUG

Today

8.2%most shared, MVAL and VUG

FTAMVALVUG

FTA—6.9%0.4%

MVAL6.9%—8.2%

VUG0.4%8.2%—

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

Income After Fees on $10,000

$111most kept, FTA

FTA$169 − $58 = $111

MVAL$154 − $50 = $104

VUG$43 − $3 = $40

KeptFee

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