FXH vs VUG

AFXH

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FXH $11,534

Lowest cost0.03%VUG · $3 on $10k

Most income0.54%FXH · $54 on $10k

Smallest drop−12.2%FXH · worst fall in 1Y

Held in common3.5%FXH and VUG

FXH

VUG

First Trust Health Care AlphaDEX Fund · $1.2BVanguard Morningstar Growth ETF · $233B

+15.2%3 years · per year$15,276 · $18,415+22.6%

+2.9%5 years · per year$11,534 · $16,124+10.0%

0.61%Expense ratio$61 · $3 on $10k · lower wins0.03%

0.54%12-mo yield$54 · $42 on $10k0.42%

−12.2%Worst dropSmaller wins−15.1%

16.9%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXH · VUG

2.1%LLY2.6%

0.5%ISRG0.4%

0.9%VRTX0.4%

0.5%VEEV0.1%

Held in common3.5%

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	BVUG	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

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	BVUG	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

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 VUG

FXH

First Trust Health Care AlphaDEX Fund

$11,534

VUG

Vanguard Morningstar Growth

$16,124

MeasureFXHVUG

Fee0.61%0.03%

Cost on $10k a year$61$3

Yield0.54%0.42%

5 years, per year+2.9%+10.0%

3 years, per year+15.2%+22.6%

Worst drop · 1Y−12.2%−15.1%

Volatility · 1Y16.9%19.0%

3–3measures won
level

3.5%

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, VUG

Today

3.5%most shared, FXH and VUG

FXHVUG

FXH—3.5%

VUG3.5%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

FXH$54 − $61 = −$7

KeptFee

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