Compare · 2 funds side by side · dividends reinvested

FNX and BTAL

FNXFirst Trust×BTALAGF×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,034FNX · best of the two

02 / 04

FNX and BTAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.96%+15.0%+17.1%+20.2%+8.5%−9.2%15.1%$1.4B1.1

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.74%−9.1%−8.1%−11.2%−2.3%−29.2%24.2%$337M1.9

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: FNX 2007 · BTAL 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$15,034

FNX

BTAL

AGF U.S. Market Neutral Anti-Beta Fund · $337M$8,910

$10,000 five years ago, dividends reinvested · they hold 15.3% in common

FNXMeasureBTAL

+15.0%Year to dateJan 1 → Nov 4−9.1%

+17.1%1 yearTotal return−8.1%

+20.2%3 years · per year$10,000 became $17,361 · $6,995−11.2%

+8.5%5 years · per year$10,000 became $15,034 · $8,910−2.3%

0.62%Expense ratio$62 · $153 a year on $10k · lower is better1.53%

0.96%Trailing 12-mo yield$96 · $274 a year on $10k2.74%

−9.2%Worst dropSmaller is better−29.2%

15.1%VolatilityLower is calmer24.2%

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

7–1FNX wins

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

More Ways to See the Pairs

FNX vs BTAL: Top 5 Holdings

Today

FNX

2.5%in top 5

BTAL

in top 526.6%

FNXStockBTAL

not top 5ACN5.6%

not top 5ZS5.4%

not top 5FCN5.3%

0.5%EPAM5.2%

not top 5SAIC5.2%

0.6%ADTnot top 5

0.5%RRCnot top 5

0.5%GKOSnot top 5

0.4%Gnot top 5

Held in common15.3%

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

FNX vs BTAL Returns, Every Period

First TrustFNX

+8.5%

5 years, per year

BTALAGF

−2.3%

5 years, per year

FNXBTALFaded: behind in that period

4–0FNX wins

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

FNX vs BTAL

YTD

First TrustFNX

+15.0%

BTALAGF

−9.1%

+15.0%Year to date−9.1%

−9.2%Worst drop · 1Y−29.2%

15.1%Volatility · 1Y24.2%

1.0%Yield2.7%

$1.4BAssets$337M

3–1FNX wins

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

Cost, Income and Risk

Fees: FNX, BTAL

Today

0.62%lowest, FNX

FundExpense ratioFee$10k

FNX0.62%$62

BTAL1.53%$153

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

Yields: FNX, BTAL

2.74%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.74%$274

FNX0.96%$96

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

Income After Fees on $10,000

$121most kept, BTAL

BTAL$274 − $153 = $121

FNX$96 − $62 = $34

KeptFee

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

Overlap: FNX, BTAL

Today

15.3%most shared, FNX and BTAL

FNXBTAL

FNX—15.3%

BTAL15.3%—

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

Return vs Bumpiness: 2 ETFs

+17.1%FNX, at 15.1% volatility

FNXWorst drop−9.2%15.1% vol

BTALWorst drop−29.2%24.2% vol

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

Paid More vs Made More

YTD

BTALFNX

−9.1%Year to date+15.0%

2.7%Yield1.0%

−8.1%Past year+17.1%

1.53%Fee0.62%

3–1FNX 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