Compare · 3 funds side by side · dividends reinvested

FXL, FNX and BTAL

FXLFirst Trust×FNXFirst Trust×BTALAGF×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,005FXL · best of the three

02 / 04

FXL, 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%0.99%+11.3%+14.9%+18.6%+7.4%−9.2%15.4%$1.4B1.6

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+16.0%+14.5%+22.8%+8.5%−15.3%27.8%$2.6B1.8

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.63%−5.4%−7.9%−10.1%−1.6%−29.2%24.3%$333M2.6

Rank among the three1st → 3rdFee, 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: FXL 2007 · FNX 2007 · BTAL 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.6B$15,005

FXL

FNX

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,318

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

FXLMeasureFNX

+16.0%Year to dateJan 1 → Nov 5+11.3%

+14.5%1 yearTotal return+14.9%

+22.8%3 years · per year$10,000 became $18,527 · $16,664+18.6%

+8.5%5 years · per year$10,000 became $15,005 · $14,318+7.4%

0.60%Expense ratio$60 · $62 a year on $10k · lower is better0.62%

0.00%Trailing 12-mo yield$0 · $99 a year on $10k0.99%

−15.3%Worst dropSmaller is better−9.2%

27.8%VolatilityLower is calmer15.4%

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

4–4Level

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

More Ways to See the Pairs

FXL vs FNX: Top 5 Holdings

Today

FXL

9.5%in top 5

FNX

in top 52.5%

FXLStockFNX

2.0%EPAM0.4%

1.9%NIQnot top 5

1.9%MBGLnot top 5

1.8%CTSHnot top 5

1.8%ROPnot top 5

not top 5ADT0.6%

not top 5GKOS0.5%

not top 5RRC0.5%

not top 5SIRI0.4%

Held in common7.0%

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

FXL vs FNX Returns, Every Period

First TrustFXL

+8.5%

5 years, per year

FNXFirst Trust

+7.4%

5 years, per year

FXLFNXFaded: behind in that period

3–1FXL wins

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

Sector vs Stocks: FXL vs BTAL

YTD

First TrustFXL

+16.0%

BTALAGF

−5.4%

+16.0%Year to date−5.4%

−15.3%Worst drop · 1Y−29.2%

27.8%Volatility · 1Y24.3%

0.0%Yield2.6%

$2.6BAssets$333M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXL, FNX, BTAL

Today

0.60%lowest, FXL

FundExpense ratioFee$10k

FXL0.60%$60

FNX0.62%$62

BTAL1.53%$153

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

Yields: FXL, FNX, BTAL

2.63%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.63%$263

FNX0.99%$99

FXL0.00%$0

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

Income After Fees on $10,000

$110most kept, BTAL

BTAL$263 − $153 = $110

FNX$99 − $62 = $37

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FXL, FNX, BTAL

Today

16.5%most shared, FXL and BTAL

FXLFNXBTAL

FXL—7.0%16.5%

FNX7.0%—15.1%

BTAL16.5%15.1%—

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

Return vs Bumpiness: 3 ETFs

+14.9%FNX, at 15.4% volatility

FNXWorst drop−9.2%15.4% vol

BTALWorst drop−29.2%24.3% vol

FXLWorst drop−15.3%27.8% vol

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

Paid More vs Made More

YTD

BTALFXL

−5.4%Year to date+16.0%

2.6%Yield0.0%

−7.9%Past year+14.5%

1.53%Fee0.60%

3–1FXL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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