FYT vs VUG

AFYT

BVUG

Measures won3–3level · 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 common0.0%FYT and VUG

FYT

VUG

First Trust Small Cap Value AlphaDEX Fund · $185MVanguard Morningstar Growth ETF · $233B

+18.6%3 years · per year$16,669 · $18,532+22.8%

+8.1%5 years · per year$14,794 · $16,052+9.9%

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

1.82%12-mo yield$182 · $43 on $10k0.43%

−8.6%Worst dropSmaller wins−15.1%

16.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFYT · VUG

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

Held in common0.0%

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	BVUG	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%	$185M

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	BVUG	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%	$185M

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 VUG

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,794

VUG

Vanguard Morningstar Growth

$16,052

MeasureFYTVUG

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield1.82%0.43%

5 years, per year+8.1%+9.9%

3 years, per year+18.6%+22.8%

Worst drop · 1Y−8.6%−15.1%

Volatility · 1Y16.4%19.0%

3–3measures won
level

0.0%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FYT, VUG

Today

0.0%most shared, FYT and VUG

FYTVUG

FYT—0.0%

VUG0.0%—

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

VUG$43 − $3 = $40

KeptFee

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