Compare · 2 funds side by side · dividends reinvested

FXD and PSCC

FXDFirst Trust×PSCCInvesco×

Versus in desk

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 PSCC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap Consumer Staples ETFSectors · Consumer0.29%1.78%+22.8%+21.4%+5.9%+4.0%−13.1%17.7%$39M1.3

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 · PSCC 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

FXD

PSCC

Invesco S&P SmallCap Consumer Staples ETF · $39M$12,193

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FXDMeasurePSCC

+7.5%Year to dateJan 1 → Nov 4+22.8%

+12.3%1 yearTotal return+21.4%

+16.5%3 years · per year$10,000 became $15,815 · $11,862+5.9%

+4.6%5 years · per year$10,000 became $12,492 · $12,193+4.0%

0.60%Expense ratio$60 · $29 a year on $10k · lower is better0.29%

0.65%Trailing 12-mo yield$65 · $178 a year on $10k1.78%

−13.9%Worst dropSmaller is better−13.1%

20.9%VolatilityLower is calmer17.7%

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

2–6PSCC 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 PSCC: Top 5 Holdings

Today

FXD

8.5%in top 5

PSCC

in top 541.6%

FXDStockPSCC

not top 5LW10.6%

not top 5CAG9.7%

not top 5TAP9.4%

not top 5CPB6.0%

not top 5PSMT5.8%

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 common0.0%

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

FXD vs PSCC Returns, Every Period

First TrustFXD

+4.6%

5 years, per year

PSCCInvesco

+4.0%

5 years, per year

FXDPSCCFaded: behind in that period

2–2Level

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

FXD vs PSCC

YTD

First TrustFXD

+7.5%

PSCCInvesco

+22.8%

+7.5%Year to date+22.8%

−13.9%Worst drop · 1Y−13.1%

20.9%Volatility · 1Y17.7%

0.7%Yield1.8%

$270MAssets$39.0M

4–0PSCC wins

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

Cost, Income and Risk

Fees: FXD, PSCC

Today

0.29%lowest, PSCC

FundExpense ratioFee$10k

PSCC0.29%$29

FXD0.60%$60

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

Yields: FXD, PSCC

1.78%highest, PSCC

FundTrailing yieldYield$10k

PSCC1.78%$178

FXD0.65%$65

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

Income After Fees on $10,000

$149most kept, PSCC

PSCC$178 − $29 = $149

FXD$65 − $60 = $5

KeptFee

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

Overlap: FXD, PSCC

Today

0.0%most shared, FXD and PSCC

FXDPSCC

FXD—0.0%

PSCC0.0%—

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

Return vs Bumpiness: 2 ETFs

+21.4%PSCC, at 17.7% volatility

PSCCWorst drop−13.1%17.7% 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

PSCCFXD

+22.8%Year to date+7.5%

1.8%Yield0.7%

+21.4%Past year+12.3%

0.29%Fee0.60%

4–0PSCC 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