FYX vs VB

AFYX

BVB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,199FYX · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−8.8%FYX · worst fall in 1Y

Held in common9.9%FYX and VB

FYX

First Trust Small Cap Core AlphaDEX Fund · $1.4BVanguard Morningstar Small-Cap ETF · $76.9B

+23.0%3 years · per year$18,588 · $16,654+18.5%

+8.7%5 years · per year$15,199 · $13,413+6.0%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $128 on $10k1.28%

−8.8%Worst dropSmaller wins−9.0%

16.7%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFYX · VB

0.3%DK0.1%

0.3%BGC0.1%

0.2%PTEN0.1%

0.2%TCBI0.1%

Held in common9.9%

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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.11%	−0.3%	+21.9%	+25.9%	+23.0%	+8.7%	−8.8%	$1.4B
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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.11%	−0.3%	+21.9%	+25.9%	+23.0%	+8.7%	−8.8%	$1.4B
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

FYX vs VB

FYX

First Trust Small Cap Core AlphaDEX Fund

$15,199

Vanguard Morningstar Small-Cap

$13,414

MeasureFYXVB

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.11%1.28%

5 years, per year+8.7%+6.0%

3 years, per year+23.0%+18.5%

Worst drop · 1Y−8.8%−9.0%

Volatility · 1Y16.7%16.2%

3–3measures won
level

9.9%

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%

$76.6BAssets$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: FYX, VB

Today

9.9%most shared, FYX and VB

FYXVB

FYX—9.9%

VB9.9%—

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

FYX$111 − $58 = $53

KeptFee

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