Compare · 2 funds side by side · dividends reinvested

WISE and FXH

WISEThemes×FXHFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,399FXH · best of the two

02 / 04

WISE and FXH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.51%+26.8%+29.8%+17.6%+4.4%−12.2%16.4%$1.2B1.3

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.33%−22.7%−32.6%[…][…]−33.3%35.2%$22M1.7

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: WISE 2023 · FXH 2007

Head to Head

Swap sides Versus in desk

Head to Head

Themes Generative Artificial Intelligence ETF · $22M[…]

WISE

FXH

First Trust Health Care AlphaDEX Fund · $1.2B$12,399

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

WISEMeasureFXH

−22.7%Year to dateJan 1 → Nov 4+26.8%

−32.6%1 yearTotal return+29.8%

[…]3 years · per year$10,000 became […] · $16,244+17.6%

[…]5 years · per year$10,000 became […] · $12,399+4.4%

0.35%Expense ratio$35 · $61 a year on $10k · lower is better0.61%

5.33%Trailing 12-mo yield$533 · $51 a year on $10k0.51%

−33.3%Worst dropSmaller is better−12.2%

35.2%VolatilityLower is calmer16.4%

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

2–4FXH wins

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

More Ways to See the Pairs

WISE vs FXH: Top 5 Holdings

Today

WISE

26.8%in top 5

FXH

in top 512.4%

WISEStockFXH

5.9%IIInot top 5

5.6%NVDAnot top 5

5.1%CAI2.4%

5.1%AMDnot top 5

5.0%SNOWnot top 5

not top 5HALO2.6%

not top 5ZBH2.5%

not top 5CI2.4%

not top 5CNC2.4%

Held in common2.4%

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

WISE vs FXH Returns, Every Period

ThemesWISE

−32.6%

past year

FXHFirst Trust

+29.8%

past year

WISEFXHFaded: behind in that period

0–2FXH wins

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

Thematic vs Sector: WISE vs FXH

YTD

ThemesWISE

−22.7%

FXHFirst Trust

+26.8%

−22.7%Year to date+26.8%

−33.3%Worst drop · 1Y−12.2%

35.2%Volatility · 1Y16.4%

5.3%Yield0.5%

$21.8MAssets$1.2B

3–1FXH wins

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

Cost, Income and Risk

Fees: WISE, FXH

Today

0.35%lowest, WISE

FundExpense ratioFee$10k

WISE0.35%$35

FXH0.61%$61

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

Yields: WISE, FXH

5.33%highest, WISE

FundTrailing yieldYield$10k

WISE5.33%$533

FXH0.51%$51

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

Income After Fees on $10,000

$498most kept, WISE

WISE$533 − $35 = $498

FXH$51 − $61 = −$10

KeptFee

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

Overlap: WISE, FXH

Today

2.4%most shared, WISE and FXH

WISEFXH

WISE—2.4%

FXH2.4%—

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

Return vs Bumpiness: 2 ETFs

+29.8%FXH, at 16.4% volatility

FXHWorst drop−12.2%16.4% vol

WISEWorst drop−33.3%35.2% vol

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

Paid More vs Made More

YTD

WISEFXH

−22.7%Year to date+26.8%

5.3%Yield0.5%

−32.6%Past year+29.8%

0.35%Fee0.61%

2–2level

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