Compare · 2 funds side by side · dividends reinvested

AIFD and FPX

AIFDTCW×FPXFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,520FPX · best of the two

02 / 04

AIFD and FPX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.20%−1.9%−3.0%+27.7%+4.6%−23.6%27.1%$1.3B1.3

TCW Artificial Intelligence ETFThematic · AI & semis0.75%0.00%+11.3%+10.7%[…][…]−28.6%34.5%$107M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: AIFD 2017 · FPX 2006

Head to Head

Swap sides Versus in desk

Head to Head

TCW Artificial Intelligence ETF · $107M[…]

AIFD

FPX

First Trust US Equity Opportunities ETF · $1.3B$12,520

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

AIFDMeasureFPX

+11.3%Year to dateJan 1 → Nov 6−1.9%

+10.7%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $20,843+27.7%

[…]5 years · per year$10,000 became […] · $12,520+4.6%

0.75%Expense ratio$75 · $57 a year on $10k · lower is better0.57%

0.00%Trailing 12-mo yield$0 · $20 a year on $10k0.20%

−28.6%Worst dropSmaller is better−23.6%

34.5%VolatilityLower is calmer27.1%

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

2–4FPX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIFD vs FPX: Top 5 Holdings

Today

AIFD

26.8%in top 5

FPX

in top 531.9%

AIFDStockFPX

not top 5LLY9.7%

not top 5SPCX8.4%

not top 5GEV6.9%

6.0%PANWnot top 5

5.9%NVDAnot top 5

5.1%GOOGLnot top 5

5.0%ANETnot top 5

4.8%AMZNnot top 5

not top 5SNDK3.7%

not top 5STX3.2%

Held in common1.2%

End-of-day Nov 6, 2026 · share of each fund

AIFD vs FPX Returns, Every Period

TCWAIFD

+10.7%

past year

FPXFirst Trust

−3.0%

past year

AIFDFPXFaded: behind in that period

2–0AIFD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: AIFD vs FPX

YTD

TCWAIFD

+11.3%

FPXFirst Trust

−1.9%

+11.3%Year to date−1.9%

−28.6%Worst drop · 1Y−23.6%

34.5%Volatility · 1Y27.1%

0.0%Yield0.2%

$107MAssets$1.3B

3–1FPX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIFD, FPX

Today

0.57%lowest, FPX

FundExpense ratioFee$10k

FPX0.57%$57

AIFD0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIFD, FPX

0.20%highest, FPX

FundTrailing yieldYield$10k

FPX0.20%$20

AIFD0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$37most kept, FPX

FPX$20 − $57 = −$37

AIFD$0 − $75 = −$75

KeptFee

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

Overlap: AIFD, FPX

Today

1.2%most shared, AIFD and FPX

AIFDFPX

AIFD—1.2%

FPX1.2%—

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

Return vs Bumpiness: 2 ETFs

+10.7%AIFD, at 34.5% volatility

FPXWorst drop−23.6%27.1% vol

AIFDWorst drop−28.6%34.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FPXAIFD

−1.9%Year to date+11.3%

0.2%Yield0.0%

−3.0%Past year+10.7%

0.57%Fee0.75%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026