Compare · 2 funds side by side · dividends reinvested

FTC and BEEZ

FTCFirst Trust×BEEZHoneytree×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$10,987BEEZ · best of the two

02 / 04

FTC and BEEZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Honeytree U.S. Equity ETFUS Stock Styles · Large cap0.64%0.50%+10.7%+9.9%[…][…]−8.4%13.5%$6M1.2

First Trust Large Cap Growth AlphaDEX FundUS Stock Styles · Growth0.58%0.12%+6.3%+3.9%+23.2%+7.9%−13.6%22.4%$1.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FTC 2007 · BEEZ 2023

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Growth AlphaDEX Fund · $1.3B$14,595

FTC

BEEZ

Honeytree U.S. Equity ETF · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

FTCMeasureBEEZ

+6.3%Year to dateJan 1 → Nov 3+10.7%

+3.9%1 yearTotal return+9.9%

+23.2%3 years · per year$10,000 became $18,692 · […][…]

+7.9%5 years · per year$10,000 became $14,595 · […][…]

0.58%Expense ratio$58 · $64 a year on $10k · lower is better0.64%

0.12%Trailing 12-mo yield$12 · $50 a year on $10k0.50%

−13.6%Worst dropSmaller is better−8.4%

22.4%VolatilityLower is calmer13.5%

FTCBEEZ Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5BEEZ wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTC vs BEEZ: Top 5 Holdings

Today

FTC

5.1%in top 5

BEEZ

in top 525.1%

FTCStockBEEZ

not top 5BMI5.2%

not top 5DSGX5.2%

not top 5V5.0%

not top 5A4.9%

not top 5MA4.9%

1.1%SNnot top 5

1.0%EXPEnot top 5

1.0%EXPDnot top 5

1.0%MEDPnot top 5

1.0%WDAYnot top 5

Held in common5.2%

End-of-day Nov 3, 2026 · share of each fund

FTC vs BEEZ Returns, Every Period

First TrustFTC

+3.9%

past year

BEEZHoneytree

+9.9%

past year

FTCBEEZFaded: behind in that period

0–2BEEZ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FTC vs BEEZ

YTD

First TrustFTC

+6.3%

BEEZHoneytree

+10.7%

+6.3%Year to date+10.7%

−13.6%Worst drop · 1Y−8.4%

22.4%Volatility · 1Y13.5%

0.1%Yield0.5%

$1.3BAssets$6.2M

4–0BEEZ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTC, BEEZ

Today

0.58%lowest, FTC

FundExpense ratioFee$10k

FTC0.58%$58

BEEZ0.64%$64

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FTC, BEEZ

0.50%highest, BEEZ

FundTrailing yieldYield$10k

BEEZ0.50%$50

FTC0.12%$12

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$14most kept, BEEZ

BEEZ$50 − $64 = −$14

FTC$12 − $58 = −$46

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FTC, BEEZ

Today

5.2%most shared, FTC and BEEZ

FTCBEEZ

FTC—5.2%

BEEZ5.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%BEEZ, at 13.5% volatility

BEEZWorst drop−8.4%13.5% vol

FTCWorst drop−13.6%22.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BEEZFTC

+10.7%Year to date+6.3%

0.5%Yield0.1%

+9.9%Past year+3.9%

0.64%Fee0.58%

3–1BEEZ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026