VO vs FNK

AVO

BFNK

Measures won4–2VO wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FNK $14,968

Lowest cost0.03%VO · $3 on $10k

Most income1.55%FNK · $155 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 · $238M

+18.6%3 years · per year$16,701 · $15,681+16.2%

+6.3%5 years · per year$13,590 · $14,968+8.4%

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

1.39%12-mo yield$139 · $155 on $10k1.55%

−8.2%Worst dropSmaller wins−9.1%

12.9%VolatilityLower wins13.9%

4–2VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · FNK

0.1%TSN0.7%

0.0%VG0.4%

Held in common0.1%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

VO vs FNK

Vanguard Morningstar Mid-Cap

$13,590

FNK

First Trust Mid Cap Value AlphaDEX Fund

$14,968

MeasureVOFNK

Fee0.03%0.74%

Cost on $10k a year$3$74

Yield1.39%1.55%

5 years, per year+6.3%+8.4%

3 years, per year+18.6%+16.2%

Worst drop · 1Y−8.2%−9.1%

Volatility · 1Y12.9%13.9%

4–2measures won
VO first

0.1%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VO, FNK, VUG

Today

10.2%most shared, VO and VUG

VOFNKVUG

VO—0.1%10.2%

FNK0.1%—0.0%

VUG10.2%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FNK$155 − $74 = $81

VUG$42 − $3 = $39

KeptFee

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