FEX vs FOWF

AFEX

BFOWF

Measures won3–1FEX wins · of 6 · 5Y

$10,000 · 5Y$16,562FEX

Lowest cost0.49%FOWF · $49 on $10k

Most income0.99%FEX · $99 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common11.6%FEX and FOWF

FEX

FOWF

First Trust Large Cap Core AlphaDEX Fund · $1.6BPacer Solactive Whitney Future of Warfare ETF · $15M

+22.8%3 years · per year$18,539 · […][…]

+10.6%5 years · per year$16,562 · […][…]

0.57%Expense ratio$57 · $49 on $10k · lower wins0.49%

0.99%12-mo yield$99 · $75 on $10k0.75%

−6.6%Worst dropSmaller wins−10.4%

12.9%VolatilityLower wins15.3%

3–1FEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · FOWF

0.6%ROP0.8%

0.5%LDOS3.8%

0.5%HON0.7%

0.4%CHTR0.5%

Held in common11.6%

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B
2	BFOWF	Pacer Solactive Whitney Future of Warfare ETFRead Desk		0.49%	0.75%	−1.4%	+11.7%	+10.9%	new	new	−10.4%	$15M

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B
2	BFOWF	Pacer Solactive Whitney Future of Warfare ETFRead Desk		0.49%	0.75%	−1.4%	+11.7%	+10.9%	new	new	−10.4%	$15M

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

FEX vs FOWF

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

FOWF

Pacer Solactive Whitney Future of Warfare

[…]

MeasureFEXFOWF

Fee0.57%0.49%

Cost on $10k a year$57$49

Yield0.99%0.75%

5 years, per year+10.6%[…]

3 years, per year+22.8%[…]

Worst drop · 1Y−6.6%−10.4%

Volatility · 1Y12.9%15.3%

3–1measures won
FEX first

11.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FEX, FOWF

Today

11.6%most shared, FEX and FOWF

FEXFOWF

FEX—11.6%

FOWF11.6%—

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

Income After Fees on $10,000

$42most kept, FEX

FEX$99 − $57 = $42

FOWF$75 − $49 = $26

KeptFee

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