Compare · 2 funds side by side · dividends reinvested

FTC and BEEZ

FTCFirst Trust×BEEZHoneytree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,703FTC · 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%0.51%+9.5%+9.8%[…][…]−8.4%13.9%$6M1.2

First Trust Large Cap Growth AlphaDEX FundUS Stock Styles · Growth0.58%0.13%+0.1%+0.3%+20.1%+6.5%−17.6%23.1%$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 5, 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$13,703

FTC

BEEZ

Honeytree U.S. Equity ETF · $6M[…]

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

FTCMeasureBEEZ

+0.1%Year to dateJan 1 → Nov 5+9.5%

+0.3%1 yearTotal return+9.8%

+20.1%3 years · per year$10,000 became $17,322 · […][…]

+6.5%5 years · per year$10,000 became $13,703 · […][…]

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

0.13%Trailing 12-mo yield$13 · $51 a year on $10k0.51%

−17.6%Worst dropSmaller is better−8.4%

23.1%VolatilityLower is calmer13.9%

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

1–5BEEZ wins

End-of-day Nov 5, 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

5.3%in top 5

BEEZ

in top 525.3%

FTCStockBEEZ

not top 5DSGX5.2%

not top 5BMI5.2%

not top 5V4.9%

not top 5TMO4.9%

not top 5A4.9%

1.1%SNnot top 5

1.1%EXPEnot top 5

1.0%CPAYnot top 5

1.0%MRNAnot top 5

1.0%EXPDnot top 5

Held in common5.2%

End-of-day Nov 5, 2026 · share of each fund

FTC vs BEEZ Returns, Every Period

First TrustFTC

+0.3%

past year

BEEZHoneytree

+9.8%

past year

FTCBEEZFaded: behind in that period

0–2BEEZ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FTC vs BEEZ

YTD

First TrustFTC

+0.1%

BEEZHoneytree

+9.5%

+0.1%Year to date+9.5%

−17.6%Worst drop · 1Y−8.4%

23.1%Volatility · 1Y13.9%

0.1%Yield0.5%

$1.3BAssets$6.3M

4–0BEEZ wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: FTC, BEEZ

0.51%highest, BEEZ

FundTrailing yieldYield$10k

BEEZ0.51%$51

FTC0.13%$13

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$13most kept, BEEZ

BEEZ$51 − $64 = −$13

FTC$13 − $58 = −$45

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%BEEZ, at 13.9% volatility

BEEZWorst drop−8.4%13.9% vol

FTCWorst drop−17.6%23.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BEEZFTC

+9.5%Year to date+0.1%

0.5%Yield0.1%

+9.8%Past year+0.3%

0.64%Fee0.58%

3–1BEEZ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026