FYC vs VO

AFYC

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$15,035FYC · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%FYC and VO

FYC

First Trust Small Cap Growth AlphaDEX Fund · $1.4BVanguard Morningstar Mid-Cap ETF · $103B

+28.8%3 years · per year$21,382 · $16,701+18.6%

+8.5%5 years · per year$15,034 · $13,590+6.3%

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

0.12%12-mo yield$12 · $139 on $10k1.39%

−13.7%Worst dropSmaller wins−8.2%

21.6%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYC · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.12%	+1.1%	+15.7%	+17.6%	+28.8%	+8.5%	−13.7%	$1.4B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.12%	+1.1%	+15.7%	+17.6%	+28.8%	+8.5%	−13.7%	$1.4B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

FYC vs VO

FYC

First Trust Small Cap Growth AlphaDEX Fund

$15,035

Vanguard Morningstar Mid-Cap

$13,590

MeasureFYCVO

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.12%1.39%

5 years, per year+8.5%+6.3%

3 years, per year+28.8%+18.6%

Worst drop · 1Y−13.7%−8.2%

Volatility · 1Y21.6%12.9%

4–2measures won
VO first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FYC, VO

Today

0.0%most shared, FYC and VO

FYCVO

FYC—0.0%

VO0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FYC$12 − $70 = −$58

KeptFee

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