FTA vs VLUE5YFTAFTAAvsBVLUEVLUEFirst Trust Large Cap Value AlphaDEX Fund · $1.5BiShares MSCI USA Value Factor ETF · $9.1BReturns · dividends in+20.2%3 years · per year$17,367 · $22,564+31.2%+11.1%5 years · per year$16,945 · $20,220+15.1%Cost and income0.58%Expense ratio$58 · $15 on $10k · lower wins0.15%1.67%
Overlap: FTA, VLUE, VUGToday29.5%most shared, FTA and VLUEFTAVLUEVUGFTA—29.5%0.4%VLUE29.5%—0.6%VUG0.4%0.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FTA vs VLUE5YAFTAFirst Trust Large Cap Value AlphaDEX Fund$16,945vsVLUEBiShares MSCI USA Value Factor$20,220$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2AFTAFirst 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▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2AFTAFirst 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, VLUE, VUGToday29.5%most shared, FTA and VLUEFTAVLUEVUGFTA—29.5%0.4%VLUE29.5%—0.6%VUG0.4%0.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$148most kept, VLUEVLUE$163 − $15 = $148FTA$167 − $58 = $109VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee