FYX vs VUG

AFYX

BVUG

Measures won4–2FYX wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FYX $15,199

Lowest cost0.03%VUG · $3 on $10k

Most income1.11%FYX · $111 on $10k

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

Held in common0.0%FYX and VUG

FYX

VUG

First Trust Small Cap Core AlphaDEX Fund · $1.4BVanguard Morningstar Growth ETF · $233B

+23.0%3 years · per year$18,588 · $18,415+22.6%

+8.7%5 years · per year$15,199 · $16,124+10.0%

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

1.11%12-mo yield$111 · $42 on $10k0.42%

−8.8%Worst dropSmaller wins−15.1%

16.7%VolatilityLower wins19.0%

4–2FYX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYX · VUG

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

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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

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 VUG

FYX

First Trust Small Cap Core AlphaDEX Fund

$15,199

VUG

Vanguard Morningstar Growth

$16,124

MeasureFYXVUG

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.11%0.42%

5 years, per year+8.7%+10.0%

3 years, per year+23.0%+22.6%

Worst drop · 1Y−8.8%−15.1%

Volatility · 1Y16.7%19.0%

4–2measures won
FYX first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

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, VUG

Today

0.0%most shared, FYX and VUG

FYXVUG

FYX—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$53most kept, FYX

FYX$111 − $58 = $53

VUG$42 − $3 = $39

KeptFee

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