Compare · 2 funds side by side · dividends reinvested

FXD and GXPS

FXDFirst Trust×GXPSGlobal X×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,492FXD · best of the two

02 / 04

FXD and GXPS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X Funds - Global X PureCap MSCI Consumer Staples ETFSectors · Consumer0.25%1.13%+22.3%+26.2%[…][…]−9.2%16.3%$77M1.0

First Trust Consumer Discretionary AlphaDEX FundSectors · Consumer0.60%0.65%+7.5%+12.3%+16.5%+4.6%−13.9%20.9%$270M1.8

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: FXD 2007 · GXPS 2025

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Consumer Discretionary AlphaDEX Fund · $270M$12,492

FXD

GXPS

Global X Funds - Global X PureCap MSCI Consumer Staples ETF · $77M[…]

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

FXDMeasureGXPS

+7.5%Year to dateJan 1 → Nov 4+22.3%

+12.3%1 yearTotal return+26.2%

+16.5%3 years · per year$10,000 became $15,815 · […][…]

+4.6%5 years · per year$10,000 became $12,492 · […][…]

0.60%Expense ratio$60 · $25 a year on $10k · lower is better0.25%

0.65%Trailing 12-mo yield$65 · $113 a year on $10k1.13%

−13.9%Worst dropSmaller is better−9.2%

20.9%VolatilityLower is calmer16.3%

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

0–6GXPS wins

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

More Ways to See the Pairs

FXD vs GXPS: Top 5 Holdings

Today

FXD

8.5%in top 5

GXPS

in top 564.4%

FXDStockGXPS

not top 5WMT17.0%

not top 5COST14.1%

not top 5PG11.7%

not top 5KO11.4%

not top 5PM10.1%

1.8%CROXnot top 5

1.7%MATnot top 5

1.7%SIRInot top 5

1.7%CCLnot top 5

1.6%SNnot top 5

Held in common3.6%

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

FXD vs GXPS Returns, Every Period

First TrustFXD

+12.3%

past year

GXPSGlobal X

+26.2%

past year

FXDGXPSFaded: behind in that period

0–2GXPS wins

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

FXD vs GXPS

YTD

First TrustFXD

+7.5%

GXPSGlobal X

+22.3%

+7.5%Year to date+22.3%

−13.9%Worst drop · 1Y−9.2%

20.9%Volatility · 1Y16.3%

0.7%Yield1.1%

$270MAssets$76.5M

4–0GXPS wins

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

Cost, Income and Risk

Fees: FXD, GXPS

Today

0.25%lowest, GXPS

FundExpense ratioFee$10k

GXPS0.25%$25

FXD0.60%$60

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

Yields: FXD, GXPS

1.13%highest, GXPS

FundTrailing yieldYield$10k

GXPS1.13%$113

FXD0.65%$65

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

Income After Fees on $10,000

$88most kept, GXPS

GXPS$113 − $25 = $88

FXD$65 − $60 = $5

KeptFee

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

Overlap: FXD, GXPS

Today

3.6%most shared, FXD and GXPS

FXDGXPS

FXD—3.6%

GXPS3.6%—

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

Return vs Bumpiness: 2 ETFs

+26.2%GXPS, at 16.3% volatility

GXPSWorst drop−9.2%16.3% vol

FXDWorst drop−13.9%20.9% vol

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

Paid More vs Made More

YTD

GXPSFXD

+22.3%Year to date+7.5%

1.1%Yield0.7%

+26.2%Past year+12.3%

0.25%Fee0.60%

4–0GXPS 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