FYC vs VTV

AFYC

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · FYC $15,197

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common0.0%FYC and VTV

FYC

VTV

First Trust Small Cap Growth AlphaDEX Fund · $1.3BVanguard Morningstar Value ETF · $184B

+29.2%3 years · per year$21,564 · $17,700+21.0%

+8.7%5 years · per year$15,197 · $17,865+12.3%

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

0.11%12-mo yield$11 · $183 on $10k1.83%

−13.7%Worst dropSmaller wins−6.4%

21.7%VolatilityLower wins10.8%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYC · VTV

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

Held in common0.0%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.11%	+3.7%	+19.9%	+25.3%	+29.2%	+8.7%	−13.7%	$1.3B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.11%	+3.7%	+19.9%	+25.3%	+29.2%	+8.7%	−13.7%	$1.3B

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

FYC vs VTV

FYC

First Trust Small Cap Growth AlphaDEX Fund

$15,197

VTV

Vanguard Morningstar Value

$17,865

MeasureFYCVTV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.11%1.83%

5 years, per year+8.7%+12.3%

3 years, per year+29.2%+21.0%

Worst drop · 1Y−13.7%−6.4%

Volatility · 1Y21.7%10.8%

5–1measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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: FYC, VTV

Today

0.0%most shared, FYC and VTV

FYCVTV

FYC—0.0%

VTV0.0%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

FYC$11 − $70 = −$59

KeptFee

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