VONG vs FAD

AVONG

BFAD

Measures won4–2VONG wins · of 6 · 5Y

$10,000 · 5Y$16,659VONG · FAD $14,684

Lowest cost0.06%VONG · $6 on $10k

Most income0.48%VONG · $48 on $10k

Smallest drop−12.5%FAD · worst fall in 1Y

Held in common18.7%VONG and FAD

VONG

FAD

Vanguard Russell 1000 Growth ETF · $47.1BFirst Trust Multi Cap Growth AlphaDEX Fund · $586M

+22.5%3 years · per year$18,376 · $19,184+24.3%

+10.7%5 years · per year$16,659 · $14,684+8.0%

0.06%Expense ratio$6 · $63 on $10k · lower wins0.63%

0.48%12-mo yield$48 · $9 on $10k0.09%

−15.5%Worst dropSmaller wins−12.5%

18.2%VolatilityLower wins20.9%

4–2VONG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVONG · FAD

0.6%APH0.5%

2.7%LLY0.4%

0.8%CRWD0.4%

15.6%NVDA0.4%

Held in common18.7%

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	AVONG	Vanguard Russell 1000 Growth ETFRead Desk		0.06%	0.48%	+0.4%	+0.1%	−2.8%	+22.5%	+10.7%	−15.5%	$47.1B
2	BFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$586M

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	AVONG	Vanguard Russell 1000 Growth ETFRead Desk		0.06%	0.48%	+0.4%	+0.1%	−2.8%	+22.5%	+10.7%	−15.5%	$47.1B
2	BFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$586M

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

VONG vs FAD

VONG

Vanguard Russell 1000 Growth

$16,659

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$14,684

MeasureVONGFAD

Fee0.06%0.63%

Cost on $10k a year$6$63

Yield0.48%0.09%

5 years, per year+10.7%+8.0%

3 years, per year+22.5%+24.3%

Worst drop · 1Y−15.5%−12.5%

Volatility · 1Y18.2%20.9%

4–2measures won
VONG first

18.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VONG, FAD

Today

18.7%most shared, VONG and FAD

VONGFAD

VONG—18.7%

FAD18.7%—

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

Income After Fees on $10,000

$42most kept, VONG

VONG$48 − $6 = $42

FAD$9 − $63 = −$54

KeptFee

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