FYC vs VB

AFYC

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$14,958FYC · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common4.2%FYC and VB

FYC

First Trust Small Cap Growth AlphaDEX Fund · $1.3BVanguard Morningstar Small-Cap ETF · $76.9B

+28.5%3 years · per year$21,221 · $16,641+18.5%

+8.4%5 years · per year$14,958 · $13,310+5.9%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.12%12-mo yield$12 · $129 on $10k1.28%

−13.7%Worst dropSmaller wins−9.0%

21.7%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYC · VB

0.6%DK0.1%

0.6%BGC0.1%

0.2%ACLS0.1%

0.2%AZZ0.1%

Held in common4.2%

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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.12%	−4.7%	+14.4%	+18.6%	+28.5%	+8.4%	−13.7%	$1.3B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.12%	−4.7%	+14.4%	+18.6%	+28.5%	+8.4%	−13.7%	$1.3B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

FYC vs VB

FYC

First Trust Small Cap Growth AlphaDEX Fund

$14,958

Vanguard Morningstar Small-Cap

$13,310

MeasureFYCVB

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.12%1.28%

5 years, per year+8.4%+5.9%

3 years, per year+28.5%+18.5%

Worst drop · 1Y−13.7%−9.0%

Volatility · 1Y21.7%16.2%

4–2measures won
VB first

4.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

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: FYC, VB

Today

4.2%most shared, FYC and VB

FYCVB

FYC—4.2%

VB4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

FYC$12 − $70 = −$58

KeptFee

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