VO vs FNK

AVO

BFNK

Measures won4–2VO wins · of 6 · 5Y

$10,000 · 5Y$15,587FNK · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.50%FNK · $150 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.1%VO and FNK

FNK

Vanguard Morningstar Mid-Cap ETF · $103BFirst Trust Mid Cap Value AlphaDEX Fund · $241M

+20.7%3 years · per year$17,578 · $16,403+17.9%

+7.4%5 years · per year$14,290 · $15,587+9.3%

0.03%Expense ratio$3 · $74 on $10k · lower wins0.74%

1.34%12-mo yield$134 · $150 on $10k1.50%

−8.2%Worst dropSmaller wins−9.1%

12.4%VolatilityLower wins13.7%

4–2VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · FNK

0.1%TSN0.6%

0.0%VG0.4%

Held in common0.1%

End-of-day Nov 4, 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	BFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs FNK

Vanguard Morningstar Mid-Cap

$14,290

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,587

MeasureVOFNK

Fee0.03%0.74%

Cost on $10k a year$3$74

Yield1.34%1.50%

5 years, per year+7.4%+9.3%

3 years, per year+20.7%+17.9%

Worst drop · 1Y−8.2%−9.1%

Volatility · 1Y12.4%13.7%

4–2measures won
VO first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VO, FNK

Today

0.1%most shared, VO and FNK

VOFNK

VO—0.1%

FNK0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

FNK$150 − $74 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee