FTA vs VTV

AFTA

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · FTA $16,899

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common28.7%FTA and VTV

FTA

VTV

First Trust Large Cap Value AlphaDEX Fund · $1.5BVanguard Morningstar Value ETF · $184B

+20.0%3 years · per year$17,275 · $17,687+20.9%

+11.1%5 years · per year$16,899 · $17,585+12.0%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

1.71%12-mo yield$171 · $187 on $10k1.87%

−8.1%Worst dropSmaller wins−6.4%

11.6%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · VTV

0.9%BRK-B2.9%

0.8%VZ0.7%

0.7%WFC0.9%

0.7%CVX1.5%

Held in common28.7%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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 VTV

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,899

VTV

Vanguard Morningstar Value

$17,585

MeasureFTAVTV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.71%1.87%

5 years, per year+11.1%+12.0%

3 years, per year+20.0%+20.9%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y11.6%10.7%

6–0measures won
VTV first

28.7%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, VTV

Today

28.7%most shared, FTA and VTV

FTAVTV

FTA—28.7%

VTV28.7%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

FTA$171 − $58 = $113

KeptFee

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