FAN vs IXC

AFAN

BIXC

Measures won2–4IXC wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · FAN $11,345

Lowest cost0.37%IXC · $37 on $10k

Most income2.68%IXC · $268 on $10k

Smallest drop−15.4%IXC · worst fall in 1Y

Held in common0.0%FAN and IXC

FAN

IXC

First Trust Global Wind Energy ETF · $190MiShares Global Energy ETF · $3.2B

+20.7%3 years · per year$17,580 · $16,552+18.3%

+2.6%5 years · per year$11,345 · $24,504+19.6%

0.61%Expense ratio$61 · $37 on $10k · lower wins0.37%

0.90%12-mo yield$90 · $268 on $10k2.68%

−20.2%Worst dropSmaller wins−15.4%

20.8%VolatilityLower wins21.7%

2–4IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAN · IXC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
2	AFAN	First Trust Global Wind Energy ETFRead Desk		0.61%	0.90%	+3.1%	+13.2%	+14.0%	+20.7%	+2.6%	−20.2%	$190M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
2	AFAN	First Trust Global Wind Energy ETFRead Desk		0.61%	0.90%	+3.1%	+13.2%	+14.0%	+20.7%	+2.6%	−20.2%	$190M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAN vs IXC

FAN

First Trust Global Wind Energy

$11,345

IXC

iShares Global Energy

$24,504

MeasureFANIXC

Fee0.61%0.37%

Cost on $10k a year$61$37

Yield0.90%2.68%

5 years, per year+2.6%+19.6%

3 years, per year+20.7%+18.3%

Worst drop · 1Y−20.2%−15.4%

Volatility · 1Y20.8%21.7%

4–2measures won
IXC first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FAN, IXC

Today

0.0%most shared, FAN and IXC

FANIXC

FAN—0.0%

IXC0.0%—

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

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

FAN$90 − $61 = $29

KeptFee

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