Compare · 2 funds side by side · dividends reinvested

FXL and BTAL

FXLFirst Trust×BTALAGF×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,225FXL · best of the two

02 / 04

FXL and BTAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+23.8%+18.4%+26.0%+10.2%−15.2%27.2%$2.6B1.3

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%$337M1.8

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: FXL 2007 · BTAL 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.6B$16,225

FXL

BTAL

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

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

FXLMeasureBTAL

+23.8%Year to dateJan 1 → Nov 4−9.1%

+18.4%1 yearTotal return−8.1%

+26.0%3 years · per year$10,000 became $20,022 · $6,995−11.2%

+10.2%5 years · per year$10,000 became $16,225 · $8,910−2.3%

0.60%Expense ratio$60 · $153 a year on $10k · lower is better1.53%

0.00%Trailing 12-mo yield$0 · $274 a year on $10k2.74%

−15.2%Worst dropSmaller is better−29.2%

27.2%VolatilityLower is calmer24.2%

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

6–2FXL wins

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

More Ways to See the Pairs

FXL vs BTAL: Top 5 Holdings

Today

FXL

9.2%in top 5

BTAL

in top 526.6%

FXLStockBTAL

not top 5ACN5.6%

not top 5ZS5.4%

not top 5FCN5.3%

2.0%EPAM5.2%

not top 5SAIC5.2%

1.9%NIQnot top 5

1.8%MBGLnot top 5

1.8%CTSHnot top 5

1.8%PTCnot top 5

Held in common16.4%

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

FXL vs BTAL Returns, Every Period

First TrustFXL

+10.2%

5 years, per year

BTALAGF

−2.3%

5 years, per year

FXLBTALFaded: behind in that period

4–0FXL wins

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

Sector vs Stocks: FXL vs BTAL

YTD

First TrustFXL

+23.8%

BTALAGF

−9.1%

+23.8%Year to date−9.1%

−15.2%Worst drop · 1Y−29.2%

27.2%Volatility · 1Y24.2%

0.0%Yield2.7%

$2.6BAssets$337M

2–2level

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

Cost, Income and Risk

Fees: FXL, BTAL

Today

0.60%lowest, FXL

FundExpense ratioFee$10k

FXL0.60%$60

BTAL1.53%$153

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

Yields: FXL, BTAL

2.74%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.74%$274

FXL0.00%$0

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

Income After Fees on $10,000

$121most kept, BTAL

BTAL$274 − $153 = $121

FXL$0 − $60 = −$60

KeptFee

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

Overlap: FXL, BTAL

Today

16.4%most shared, FXL and BTAL

FXLBTAL

FXL—16.4%

BTAL16.4%—

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

Return vs Bumpiness: 2 ETFs

+18.4%FXL, at 27.2% volatility

BTALWorst drop−29.2%24.2% vol

FXLWorst drop−15.2%27.2% vol

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

Paid More vs Made More

YTD

BTALFXL

−9.1%Year to date+23.8%

2.7%Yield0.0%

−8.1%Past year+18.4%

1.53%Fee0.60%

3–1FXL 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