FXO vs VUG

AFXO

BVUG

Measures won4–2FXO wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · FXO $15,534

Lowest cost0.03%VUG · $3 on $10k

Most income2.13%FXO · $213 on $10k

Smallest drop−11.7%FXO · worst fall in 1Y

Held in common0.6%FXO and VUG

FXO

VUG

First Trust Financials AlphaDEX Fund · $1.1BVanguard Morningstar Growth ETF · $233B

+23.4%3 years · per year$18,808 · $18,569+22.9%

+9.2%5 years · per year$15,534 · $16,565+10.6%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

2.13%12-mo yield$213 · $41 on $10k0.41%

−11.7%Worst dropSmaller wins−15.1%

15.1%VolatilityLower wins19.1%

4–2FXO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXO · VUG

0.4%HOOD0.3%

0.3%ARES0.1%

1.2%LPLA0.1%

1.1%IBKR0.1%

Held in common0.6%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.13%	+1.6%	+10.9%	+17.6%	+23.4%	+9.2%	−11.7%	$1.1B

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.13%	+1.6%	+10.9%	+17.6%	+23.4%	+9.2%	−11.7%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXO vs VUG

FXO

First Trust Financials AlphaDEX Fund

$15,534

VUG

Vanguard Morningstar Growth

$16,565

MeasureFXOVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield2.13%0.41%

5 years, per year+9.2%+10.6%

3 years, per year+23.4%+22.9%

Worst drop · 1Y−11.7%−15.1%

Volatility · 1Y15.1%19.1%

4–2measures won
FXO first

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FXO, VUG

Today

0.6%most shared, FXO and VUG

FXOVUG

FXO—0.6%

VUG0.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, FXO

FXO$213 − $60 = $153

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee