VUG vs FEX

AVUG

BFEX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FEX $15,766

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%FEX · $103 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common13.3%VUG and FEX

VUG

FEX

Vanguard Morningstar Growth ETF · $233BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+22.6%3 years · per year$18,415 · $17,609+20.8%

+10.0%5 years · per year$16,124 · $15,766+9.5%

0.03%Expense ratio$3 · $57 on $10k · lower wins0.57%

0.42%12-mo yield$42 · $103 on $10k1.03%

−15.1%Worst dropSmaller wins−6.6%

19.0%VolatilityLower wins13.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · FEX

2.6%LLY0.4%

4.3%AMZN0.4%

12.5%AAPL0.4%

0.7%CRWD0.4%

Held in common13.3%

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

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

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

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

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

VUG vs FEX

VUG

Vanguard Morningstar Growth

$16,124

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

MeasureVUGFEX

Fee0.03%0.57%

Cost on $10k a year$3$57

Yield0.42%1.03%

5 years, per year+10.0%+9.5%

3 years, per year+22.6%+20.8%

Worst drop · 1Y−15.1%−6.6%

Volatility · 1Y19.0%13.3%

3–3measures won
level

13.3%

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: VUG, FEX

Today

13.3%most shared, VUG and FEX

VUGFEX

VUG—13.3%

FEX13.3%—

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

Income After Fees on $10,000

$46most kept, FEX

FEX$103 − $57 = $46

VUG$42 − $3 = $39

KeptFee

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