BAI vs FPX

ABAI

BFPX

Measures won1–3FPX wins · of 6 · 5Y

$10,000 · 5Y$12,520FPX

Lowest cost0.57%FPX · $57 on $10k

Most income1.75%BAI · $175 on $10k

Smallest drop−23.6%FPX · worst fall in 1Y

Held in common8.4%BAI and FPX

BAI

FPX

iShares A.I. Innovation and Tech Active ETF · $10.1BFirst Trust US Equity Opportunities ETF · $1.3B

[…]3 years · per year[…] · $20,843+27.7%

[…]5 years · per year[…] · $12,520+4.6%

0.65%Expense ratio$65 · $57 on $10k · lower wins0.57%

1.75%12-mo yield$175 · $20 on $10k0.20%

−40.0%Worst dropSmaller wins−23.6%

47.9%VolatilityLower wins27.1%

1–3FPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAI · FPX

3.9%SPCX8.4%

1.8%LITE1.7%

1.3%SNDK3.7%

0.8%TWLO1.7%

Held in common8.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B
2	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B
2	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAI vs FPX

BAI

iShares A.I. Innovation and Tech Active

[…]

FPX

First Trust US Equity Opportunities

$12,520

MeasureBAIFPX

Fee0.65%0.57%

Cost on $10k a year$65$57

Yield1.75%0.20%

5 years, per year[…]+4.6%

3 years, per year[…]+27.7%

Worst drop · 1Y−40.0%−23.6%

Volatility · 1Y47.9%27.1%

3–1measures won
FPX first

8.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BAI, FPX

Today

8.4%most shared, BAI and FPX

BAIFPX

BAI—8.4%

FPX8.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, BAI

BAI$175 − $65 = $110

FPX$20 − $57 = −$37

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee