MVAL vs FTA

AMVAL

BFTA

Measures won1–3FTA wins · of 6 · 5Y

$10,000 · 5Y$16,899FTA

Lowest cost0.50%MVAL · $50 on $10k

Most income1.71%FTA · $171 on $10k

Smallest drop−8.1%FTA · worst fall in 1Y

Held in common6.9%MVAL and FTA

MVAL

FTA

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MFirst Trust Large Cap Value AlphaDEX Fund · $1.5B

[…]3 years · per year[…] · $17,275+20.0%

[…]5 years · per year[…] · $16,899+11.1%

0.50%Expense ratio$50 · $58 on $10k · lower wins0.58%

1.56%12-mo yield$156 · $171 on $10k1.71%

−12.2%Worst dropSmaller wins−8.1%

15.1%VolatilityLower wins11.6%

1–3FTA wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVAL · FTA

4.5%STZ1.1%

5.0%BR0.8%

4.8%ZBH0.8%

1.7%CPRT0.6%

Held in common6.9%

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	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.5B
2	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.5B
2	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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

MVAL vs FTA

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,899

MeasureMVALFTA

Fee0.50%0.58%

Cost on $10k a year$50$58

Yield1.56%1.71%

5 years, per year[…]+11.1%

3 years, per year[…]+20.0%

Worst drop · 1Y−12.2%−8.1%

Volatility · 1Y15.1%11.6%

3–1measures won
FTA first

6.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MVAL, FTA

Today

6.9%most shared, MVAL and FTA

MVALFTA

MVAL—6.9%

FTA6.9%—

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

Income After Fees on $10,000

$113most kept, FTA

FTA$171 − $58 = $113

MVAL$156 − $50 = $106

KeptFee

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