FYT vs VB

AFYT

BVB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,651FYT · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.85%FYT · $185 on $10k

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

Held in common5.6%FYT and VB

FYT

First Trust Small Cap Value AlphaDEX Fund · $185MVanguard Morningstar Small-Cap ETF · $76.9B

+17.9%3 years · per year$16,370 · $16,654+18.5%

+7.9%5 years · per year$14,651 · $13,413+6.0%

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

1.85%12-mo yield$185 · $128 on $10k1.28%

−8.6%Worst dropSmaller wins−9.0%

16.4%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFYT · VB

0.2%PTEN0.1%

0.3%TCBI0.1%

0.4%SIG0.1%

0.4%UCB0.1%

Held in common5.6%

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	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.85%	−1.4%	+24.9%	+29.9%	+17.9%	+7.9%	−8.6%	$185M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.85%	−1.4%	+24.9%	+29.9%	+17.9%	+7.9%	−8.6%	$185M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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

FYT vs VB

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,651

Vanguard Morningstar Small-Cap

$13,414

MeasureFYTVB

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield1.85%1.28%

5 years, per year+7.9%+6.0%

3 years, per year+17.9%+18.5%

Worst drop · 1Y−8.6%−9.0%

Volatility · 1Y16.4%16.2%

3–3measures won
level

5.6%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

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

Overlap: FYT, VB

Today

5.6%most shared, FYT and VB

FYTVB

FYT—5.6%

VB5.6%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

FYT$185 − $70 = $115

KeptFee

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