FEX vs NRGU

AFEX

BNRGU

Measures won4–0FEX wins · of 6 · 5Y

$10,000 · 5Y$15,766FEX

Lowest cost0.57%FEX · $57 on $10k

Most income1.03%FEX · $103 on $10k

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

Held in common[…]FEX and NRGU

FEX

NRGU

First Trust Large Cap Core AlphaDEX Fund · $1.6BMicroSectors U.S. Big Oil 3 Leveraged ETN · $71M

+20.8%3 years · per year$17,609 · […][…]

+9.5%5 years · per year$15,766 · […][…]

0.57%Expense ratio$57 · $95 on $10k · lower wins0.95%

1.03%12-mo yield$103 · $0 on $10k0.00%

−6.6%Worst dropSmaller wins−43.9%

13.3%VolatilityLower wins85.9%

4–0FEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · NRGU

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

Held in common[…]

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
2	BNRGU	MicroSectors U.S. Big Oil 3 Leveraged ETNRead Desk		0.95%	0.00%	+0.5%	+172.8%	+176.3%	new	new	−43.9%	$71M

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
2	BNRGU	MicroSectors U.S. Big Oil 3 Leveraged ETNRead Desk		0.95%	0.00%	+0.5%	+172.8%	+176.3%	new	new	−43.9%	$71M

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

FEX vs NRGU

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

NRGU

MicroSectors U.S. Big Oil 3 Leveraged ETN

[…]

MeasureFEXNRGU

Fee0.57%0.95%

Cost on $10k a year$57$95

Yield1.03%0.00%

5 years, per year+9.5%[…]

3 years, per year+20.8%[…]

Worst drop · 1Y−6.6%−43.9%

Volatility · 1Y13.3%85.9%

4–0measures won
FEX first

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FEX, NRGU

Today

[…]holdings […]

FEXNRGU

FEX—[…]

NRGU[…]—

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

Income After Fees on $10,000

$46most kept, FEX

FEX$103 − $57 = $46

NRGU$0 − $95 = −$95

KeptFee

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