FCA vs ASHR

AFCA

BASHR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,827FCA · ASHR $8,661

Lowest cost0.65%ASHR · $65 on $10k

Most income5.75%FCA · $575 on $10k

Smallest drop−19.5%ASHR · worst fall in 1Y

Held in common0.0%FCA and ASHR

FCA

ASHR

First Trust China AlphaDEX Fund · $28MXtrackers Harvest CSI 300 China A-Shares ETF · $1.3B

+15.6%3 years · per year$15,443 · $13,131+9.5%

+1.6%5 years · per year$10,827 · $8,661−2.8%

0.80%Expense ratio$80 · $65 on $10k · lower wins0.65%

5.75%12-mo yield$575 · $245 on $10k2.45%

−29.3%Worst dropSmaller wins−19.5%

22.1%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFCA · ASHR

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	AFCA	First Trust China AlphaDEX FundRead Desk		0.80%	5.75%	+4.3%	−8.2%	−10.0%	+15.6%	+1.6%	−29.3%	$28M
2	BASHR	Xtrackers Harvest CSI 300 China A-Shares ETFRead Desk		0.65%	2.45%	+2.4%	−5.7%	−3.9%	+9.5%	−2.8%	−19.5%	$1.3B

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	AFCA	First Trust China AlphaDEX FundRead Desk		0.80%	5.75%	+4.3%	−8.2%	−10.0%	+15.6%	+1.6%	−29.3%	$28M
2	BASHR	Xtrackers Harvest CSI 300 China A-Shares ETFRead Desk		0.65%	2.45%	+2.4%	−5.7%	−3.9%	+9.5%	−2.8%	−19.5%	$1.3B

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

FCA vs ASHR

FCA

First Trust China AlphaDEX Fund

$10,827

ASHR

Xtrackers Harvest CSI 300 China A-Shares

$8,661

MeasureFCAASHR

Fee0.80%0.65%

Cost on $10k a year$80$65

Yield5.75%2.45%

5 years, per year+1.6%−2.8%

3 years, per year+15.6%+9.5%

Worst drop · 1Y−29.3%−19.5%

Volatility · 1Y22.1%18.2%

3–3measures won
level

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: FCA, ASHR

Today

0.0%most shared, FCA and ASHR

FCAASHR

FCA—0.0%

ASHR0.0%—

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

Income After Fees on $10,000

$495most kept, FCA

FCA$575 − $80 = $495

ASHR$245 − $65 = $180

KeptFee

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