Compare · 2 funds side by side · dividends reinvested

BPAY and FXR

BPAYiShares×FXRFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,574FXR · best of the two

02 / 04

BPAY and FXR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Industrials/Producer Durables AlphaDEX FundSectors · Industrials0.60%0.74%+12.5%+16.0%+19.3%+9.3%−13.7%19.2%$724M1.1

iShares FinTech Active ETFUnsorted0.66%7.35%−7.8%−13.5%+13.9%[…]−26.3%26.3%$9M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: BPAY 2022 · FXR 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares FinTech Active ETF · $9M[…]

BPAY

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund · $724M$15,574

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

BPAYMeasureFXR

−7.8%Year to dateJan 1 → Nov 4+12.5%

−13.5%1 yearTotal return+16.0%

+13.9%3 years · per year$10,000 became $14,768 · $16,980+19.3%

[…]5 years · per year$10,000 became […] · $15,574+9.3%

0.66%Expense ratio$66 · $60 a year on $10k · lower is better0.60%

7.35%Trailing 12-mo yield$735 · $74 a year on $10k0.74%

−26.3%Worst dropSmaller is better−13.7%

26.3%VolatilityLower is calmer19.2%

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

1–6FXR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BPAY vs FXR: Top 5 Holdings

Today

BPAY

22.8%in top 5

FXR

in top 56.7%

BPAYStockFXR

5.2%GPNnot top 5

4.5%COFnot top 5

4.4%FISnot top 5

4.4%CHYMnot top 5

4.3%XYZnot top 5

not top 5ADT1.6%

not top 5PNR1.3%

not top 5FISV1.3%

not top 5TRU1.3%

not top 5GPK1.2%

Held in common7.1%

End-of-day Nov 4, 2026 · share of each fund

BPAY vs FXR Returns, Every Period

iSharesBPAY

−13.5%

past year

FXRFirst Trust

+16.0%

past year

BPAYFXRFaded: behind in that period

0–3FXR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Sector: BPAY vs FXR

YTD

iSharesBPAY

−7.8%

FXRFirst Trust

+12.5%

−7.8%Year to date+12.5%

−26.3%Worst drop · 1Y−13.7%

26.3%Volatility · 1Y19.2%

7.4%Yield0.7%

$8.7MAssets$724M

3–1FXR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BPAY, FXR

Today

0.60%lowest, FXR

FundExpense ratioFee$10k

FXR0.60%$60

BPAY0.66%$66

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BPAY, FXR

7.35%highest, BPAY

FundTrailing yieldYield$10k

BPAY7.35%$735

FXR0.74%$74

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$669most kept, BPAY

BPAY$735 − $66 = $669

FXR$74 − $60 = $14

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BPAY, FXR

Today

7.1%most shared, BPAY and FXR

BPAYFXR

BPAY—7.1%

FXR7.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%FXR, at 19.2% volatility

FXRWorst drop−13.7%19.2% vol

BPAYWorst drop−26.3%26.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BPAYFXR

−7.8%Year to date+12.5%

7.4%Yield0.7%

−13.5%Past year+16.0%

0.66%Fee0.60%

3–1FXR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026