VONG vs FAD

AVONG

BFAD

Measures won5–1VONG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VONG $15,524

Lowest cost0.03%VUG · $3 on $10k

Most income0.51%VONG · $51 on $10k

Smallest drop−14.6%VONG · worst fall in 1Y

Held in common18.3%VONG and FAD

VONG

FAD

Vanguard Russell 1000 Growth ETF · $47.1BFirst Trust Multi Cap Growth AlphaDEX Fund · $596M

+19.5%3 years · per year$17,079 · $18,091+21.8%

+9.2%5 years · per year$15,524 · $13,775+6.6%

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

0.51%12-mo yield$51 · $9 on $10k0.09%

−14.6%Worst dropSmaller wins−15.8%

19.3%VolatilityLower wins21.5%

5–1VONG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVONG · FAD

2.7%LLY0.5%

0.5%AMGN0.4%

0.6%APH0.4%

0.6%AMZN0.4%

Held in common18.3%

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	AVONG	Vanguard Russell 1000 Growth ETFRead Desk	0.06%	0.51%	+1.3%	−5.2%	−6.4%	+19.5%	+9.2%	−14.6%	$47.1B
3	BFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk	0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$596M

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	AVONG	Vanguard Russell 1000 Growth ETFRead Desk	0.06%	0.51%	+1.3%	−5.2%	−6.4%	+19.5%	+9.2%	−14.6%	$47.1B
3	BFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk	0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$596M

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

VONG vs FAD

VONG

Vanguard Russell 1000 Growth

$15,524

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$13,775

MeasureVONGFAD

Fee0.06%0.63%

Cost on $10k a year$6$63

Yield0.51%0.09%

5 years, per year+9.2%+6.6%

3 years, per year+19.5%+21.8%

Worst drop · 1Y−14.6%−15.8%

Volatility · 1Y19.3%21.5%

5–1measures won
VONG first

18.3%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VONG, FAD, VUG

Today

77.9%most shared, VONG and VUG

VONGFADVUG

VONG—18.3%77.9%

FAD18.3%—16.3%

VUG77.9%16.3%—

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

Income After Fees on $10,000

$45most kept, VONG

VONG$51 − $6 = $45

VUG$42 − $3 = $39

FAD$9 − $63 = −$54

KeptFee

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