FTA vs VONV

AFTA

BVONV

Measures won1–4VONV wins · of 6 · 5Y

$10,000 · 5Y$17,306VONV · FTA $16,899

Lowest cost0.06%VONV · $6 on $10k

Most income1.71%FTA · $171 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common23.5%FTA and VONV

FTA

VONV

First Trust Large Cap Value AlphaDEX Fund · $1.5BVanguard Russell 1000 Value ETF · $21.7B

+20.0%3 years · per year$17,275 · $18,525+22.8%

+11.1%5 years · per year$16,899 · $17,306+11.6%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

1.71%12-mo yield$171 · $154 on $10k1.54%

−8.1%Worst dropSmaller wins−6.8%

11.6%VolatilityLower wins11.6%

1–4VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · VONV

0.9%BRK-B2.5%

0.7%CVX1.0%

0.7%WFC0.7%

0.8%VZ0.5%

Held in common23.5%

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

Both

5Y2 funds

#			Trend
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	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

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

Both

5Y2 funds

#			Trend
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	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

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 VONV

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,899

VONV

Vanguard Russell 1000 Value

$17,307

MeasureFTAVONV

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield1.71%1.54%

5 years, per year+11.1%+11.6%

3 years, per year+20.0%+22.8%

Worst drop · 1Y−8.1%−6.8%

Volatility · 1Y11.6%11.6%

4–1measures won
VONV first

23.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTA, VONV

Today

23.5%most shared, FTA and VONV

FTAVONV

FTA—23.5%

VONV23.5%—

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

Income After Fees on $10,000

$148most kept, VONV

VONV$154 − $6 = $148

FTA$171 − $58 = $113

KeptFee

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