Compare · 2 funds side by side · dividends reinvested

FXU and ZAP

FXUFirst Trust×ZAPGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,862FXU · best of the two

02 / 04

FXU and ZAP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Utilities AlphaDEX FundSectors · Utilities0.61%2.30%+10.2%+8.9%+22.8%+12.3%−14.0%14.3%$769M1.3

Global X - U.S. Electrification ETFUS Stock Styles · Large cap0.50%1.88%+9.8%+4.4%[…][…]−13.0%16.6%$445M1.7

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: FXU 2007 · ZAP 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Utilities AlphaDEX Fund · $769M$17,862

FXU

ZAP

Global X - U.S. Electrification ETF · $445M[…]

$10,000 five years ago, dividends reinvested · they hold 46.0% in common

FXUMeasureZAP

+10.2%Year to dateJan 1 → Nov 4+9.8%

+8.9%1 yearTotal return+4.4%

+22.8%3 years · per year$10,000 became $18,533 · […][…]

+12.3%5 years · per year$10,000 became $17,862 · […][…]

0.61%Expense ratio$61 · $50 a year on $10k · lower is better0.50%

2.30%Trailing 12-mo yield$230 · $188 a year on $10k1.88%

−14.0%Worst dropSmaller is better−13.0%

14.3%VolatilityLower is calmer16.6%

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

4–2FXU wins

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

More Ways to See the Pairs

FXU vs ZAP: Top 5 Holdings

Today

FXU

21.0%in top 5

ZAP

in top 520.5%

FXUStockZAP

4.3%ED4.1%

4.3%EXC4.1%

4.2%DUK4.1%

4.2%EIXnot top 5

not top 5NEE4.1%

not top 5D4.1%

4.1%PCGnot top 5

Held in common46.0%

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

FXU vs ZAP Returns, Every Period

First TrustFXU

+8.9%

past year

ZAPGlobal X

+4.4%

past year

FXUZAPFaded: behind in that period

2–0FXU wins

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

Sector vs Stocks: FXU vs ZAP

YTD

First TrustFXU

+10.2%

ZAPGlobal X

+9.8%

+10.2%Year to date+9.8%

−14.0%Worst drop · 1Y−13.0%

14.3%Volatility · 1Y16.6%

2.3%Yield1.9%

$769MAssets$445M

3–1FXU wins

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

Cost, Income and Risk

Fees: FXU, ZAP

Today

0.50%lowest, ZAP

FundExpense ratioFee$10k

ZAP0.50%$50

FXU0.61%$61

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

Yields: FXU, ZAP

2.30%highest, FXU

FundTrailing yieldYield$10k

FXU2.30%$230

ZAP1.88%$188

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

Income After Fees on $10,000

$169most kept, FXU

FXU$230 − $61 = $169

ZAP$188 − $50 = $138

KeptFee

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

Overlap: FXU, ZAP

Today

46.0%most shared, FXU and ZAP

FXUZAP

FXU—46.0%

ZAP46.0%—

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

Return vs Bumpiness: 2 ETFs

+8.9%FXU, at 14.3% volatility

FXUWorst drop−14.0%14.3% vol

ZAPWorst drop−13.0%16.6% vol

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

Paid More vs Made More

YTD

FXUZAP

+10.2%Year to date+9.8%

2.3%Yield1.9%

+8.9%Past year+4.4%

0.61%Fee0.50%

3–1FXU 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026