FYT vs DFAS

AFYT

BDFAS

Measures won4–2FYT wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · FYT $14,794

Lowest cost0.03%VUG · $3 on $10k

Most income1.82%FYT · $182 on $10k

Smallest drop−8.6%FYT · worst fall in 1Y

Held in common13.8%FYT and DFAS

FYT

DFAS

First Trust Small Cap Value AlphaDEX Fund · $179MDimensional - US Small Cap ETF · $35.2B

+18.6%3 years · per year$16,669 · $16,215+17.5%

+8.1%5 years · per year$14,794 · $13,932+6.9%

0.70%Expense ratio$70 · $30 on $10k · lower wins0.30%

1.82%12-mo yield$182 · $104 on $10k1.04%

−8.6%Worst dropSmaller wins−9.4%

16.4%VolatilityLower wins15.8%

4–2FYT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFYT · DFAS

0.2%FCN0.1%

0.6%GHC0.1%

0.3%IBOC0.1%

0.1%WSFS0.1%

Held in common13.8%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk	0.70%	1.82%	−2.6%	+26.6%	+33.4%	+18.6%	+8.1%	−8.6%	$179M
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk	0.70%	1.82%	−2.6%	+26.6%	+33.4%	+18.6%	+8.1%	−8.6%	$179M
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

FYT vs DFAS

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,794

DFAS

Dimensional - US Small Cap

$13,932

MeasureFYTDFAS

Fee0.70%0.30%

Cost on $10k a year$70$30

Yield1.82%1.04%

5 years, per year+8.1%+6.9%

3 years, per year+18.6%+17.5%

Worst drop · 1Y−8.6%−9.4%

Volatility · 1Y16.4%15.8%

4–2measures won
FYT first

13.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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: FYT, DFAS, VUG

Today

13.8%most shared, FYT and DFAS

FYTDFASVUG

FYT—13.8%0.0%

DFAS13.8%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$112most kept, FYT

FYT$182 − $70 = $112

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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