SVAL vs FYT

ASVAL

BFYT

Measures won5–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,772SVAL · FYT $14,613

Lowest cost0.20%SVAL · $20 on $10k

Most income2.20%SVAL · $220 on $10k

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

Held in common24.3%SVAL and FYT

SVAL

FYT

iShares US Small Cap Value Factor ETF · $158MFirst Trust Small Cap Value AlphaDEX Fund · $175M

+19.7%3 years · per year$17,153 · $16,195+17.4%

+8.1%5 years · per year$14,772 · $14,613+7.9%

0.20%Expense ratio$20 · $70 on $10k · lower wins0.70%

2.20%12-mo yield$220 · $181 on $10k1.81%

−9.0%Worst dropSmaller wins−8.6%

15.5%VolatilityLower wins16.5%

5–1SVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · FYT

0.7%ARDT0.8%

0.7%EFOR0.6%

0.5%SBH0.5%

0.5%ASO0.9%

Held in common24.3%

End-of-day Nov 9, 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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$158M
2	BFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.81%	+2.3%	+27.7%	+34.5%	+17.4%	+7.9%	−8.6%	$175M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$158M
2	BFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.81%	+2.3%	+27.7%	+34.5%	+17.4%	+7.9%	−8.6%	$175M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SVAL vs FYT

SVAL

iShares US Small Cap Value Factor

$14,772

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,613

MeasureSVALFYT

Fee0.20%0.70%

Cost on $10k a year$20$70

Yield2.20%1.81%

5 years, per year+8.1%+7.9%

3 years, per year+19.7%+17.4%

Worst drop · 1Y−9.0%−8.6%

Volatility · 1Y15.5%16.5%

5–1measures won
SVAL first

24.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SVAL, FYT

Today

24.3%most shared, SVAL and FYT

SVALFYT

SVAL—24.3%

FYT24.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

FYT$181 − $70 = $111

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee