FTA vs VUG

AFTA

BVUG

Measures won4–2FTA 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 common0.4%FTA and VUG

FTA

VUG

First Trust Large Cap Value AlphaDEX Fund · $1.5BVanguard Morningstar Growth ETF · $233B

+20.6%3 years · per year$17,545 · $18,532+22.8%

+11.2%5 years · per year$16,998 · $16,052+9.9%

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

1.69%12-mo yield$169 · $43 on $10k0.43%

−8.1%Worst dropSmaller wins−15.1%

11.6%VolatilityLower wins19.0%

4–2FTA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · VUG

0.2%AZO0.1%

0.6%SMCI0.1%

0.2%RMD0.1%

0.8%MLM0.1%

Held in common0.4%

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

Both

5Y2 funds

#			Trend
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

Both

5Y2 funds

#			Trend
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 VUG

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,998

VUG

Vanguard Morningstar Growth

$16,052

MeasureFTAVUG

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.69%0.43%

5 years, per year+11.2%+9.9%

3 years, per year+20.6%+22.8%

Worst drop · 1Y−8.1%−15.1%

Volatility · 1Y11.6%19.0%

4–2measures won
FTA first

0.4%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FTA, VUG

Today

0.4%most shared, FTA and VUG

FTAVUG

FTA—0.4%

VUG0.4%—

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

VUG$43 − $3 = $40

KeptFee

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