VUG vs FAB5YVUGVUGAvsBFABFABVanguard Morningstar Growth ETF · $233BFirst Trust Multi Cap Value AlphaDEX Fund · $166MReturns · dividends in+22.6%3 years · per year$18,430 · $16,435+18.0%+10.6%5 years · per year$16,557 · $15,839+9.6%Cost and income0.03%Expense ratio$3 · $66 on $10k · lower wins0.66%0.41%12-mo yield$41 · $164 on $10k
Overlap: VUG, FAB, IJRToday18.2%most shared, FAB and IJRVUGFABIJRVUG—0.3%0.0%FAB0.3%—18.2%IJR0.0%18.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
VUG vs FAB5YAVUGVanguard Morningstar Growth$16,557vsFABBFirst Trust Multi Cap Value AlphaDEX Fund$15,839$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BFABFirst Trust Multi Cap Value AlphaDEX FundReadDesk0.66%1.64%+0.3%+22.5%+27.5%+18.0%+9.6%−8.2%$166M3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.20%+0.8%+19.4%+21.0%+16.9%+5.5%−9.7%$106.3BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BFABFirst Trust Multi Cap Value AlphaDEX FundReadDesk0.66%1.64%+0.3%+22.5%+27.5%+18.0%+9.6%−8.2%$166M3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.20%+0.8%+19.4%+21.0%+16.9%+5.5%−9.7%$106.3BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: VUG, FAB, IJRToday18.2%most shared, FAB and IJRVUGFABIJRVUG—0.3%0.0%FAB0.3%—18.2%IJR0.0%18.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$114most kept, IJRIJR$120 − $6 = $114FAB$164 − $66 = $98VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee