FXH vs MFSV

AFXH

BMFSV

Measures won0–4MFSV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FXH $11,534

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%MFSV · $134 on $10k

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

Held in common10.1%FXH and MFSV

FXH

MFSV

First Trust Health Care AlphaDEX Fund · $1.2BMFS Active Value ETF · $678M

+15.2%3 years · per year$15,276 · […][…]

+2.9%5 years · per year$11,534 · […][…]

0.61%Expense ratio$61 · $44 on $10k · lower wins0.44%

0.54%12-mo yield$54 · $134 on $10k1.34%

−12.2%Worst dropSmaller wins−6.4%

16.9%VolatilityLower wins10.7%

0–4MFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXH · MFSV

2.5%CI2.8%

1.4%ABBV1.6%

1.8%BSX1.1%

1.5%STE1.1%

Held in common10.1%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFXH	First Trust Health Care AlphaDEX FundRead Desk	0.61%	0.54%	−1.3%	+20.6%	+23.3%	+15.2%	+2.9%	−12.2%	$1.2B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.34%	−0.8%	+12.8%	+17.0%	new	new	−6.4%	$678M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFXH	First Trust Health Care AlphaDEX FundRead Desk	0.61%	0.54%	−1.3%	+20.6%	+23.3%	+15.2%	+2.9%	−12.2%	$1.2B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.34%	−0.8%	+12.8%	+17.0%	new	new	−6.4%	$678M

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

FXH vs MFSV

FXH

First Trust Health Care AlphaDEX Fund

$11,534

MFSV

MFS Active Value

[…]

MeasureFXHMFSV

Fee0.61%0.44%

Cost on $10k a year$61$44

Yield0.54%1.34%

5 years, per year+2.9%[…]

3 years, per year+15.2%[…]

Worst drop · 1Y−12.2%−6.4%

Volatility · 1Y16.9%10.7%

4–0measures won
MFSV first

10.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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: FXH, MFSV, VUG

Today

15.8%most shared, MFSV and VUG

FXHMFSVVUG

FXH—10.1%3.5%

MFSV10.1%—15.8%

VUG3.5%15.8%—

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

Income After Fees on $10,000

$90most kept, MFSV

MFSV$134 − $44 = $90

VUG$42 − $3 = $39

FXH$54 − $61 = −$7

KeptFee

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