FNX vs BTAL

AFNX

BBTAL

Measures won5–1FNX wins · of 6 · 5Y

$10,000 · 5Y$14,318FNX · BTAL $9,246

Lowest cost0.62%FNX · $62 on $10k

Most income2.63%BTAL · $263 on $10k

Smallest drop−9.2%FNX · worst fall in 1Y

Held in common15.1%FNX and BTAL

FNX

BTAL

First Trust Mid Cap Core AlphaDEX Fund · $1.4BAGF U.S. Market Neutral Anti-Beta Fund · $333M

+18.6%3 years · per year$16,664 · $7,274−10.1%

+7.4%5 years · per year$14,318 · $9,246−1.6%

0.62%Expense ratio$62 · $153 on $10k · lower wins1.53%

0.99%12-mo yield$99 · $263 on $10k2.63%

−9.2%Worst dropSmaller wins−29.2%

15.4%VolatilityLower wins24.3%

5–1FNX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · BTAL

0.4%EPAM5.1%

0.4%G4.5%

0.4%WTM4.0%

0.4%BYD4.1%

Held in common15.1%

End-of-day Nov 5, 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	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.99%	−3.2%	+11.3%	+14.9%	+18.6%	+7.4%	−9.2%	$1.4B
2	BBTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$333M

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

Both

5Y2 funds

#			Trend
1	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.99%	−3.2%	+11.3%	+14.9%	+18.6%	+7.4%	−9.2%	$1.4B
2	BBTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$333M

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

Cards for this view

FNX vs BTAL

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,318

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

MeasureFNXBTAL

Fee0.62%1.53%

Cost on $10k a year$62$153

Yield0.99%2.63%

5 years, per year+7.4%−1.6%

3 years, per year+18.6%−10.1%

Worst drop · 1Y−9.2%−29.2%

Volatility · 1Y15.4%24.3%

5–1measures won
FNX first

15.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FNX, BTAL

Today

15.1%most shared, FNX and BTAL

FNXBTAL

FNX—15.1%

BTAL15.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, BTAL

BTAL$263 − $153 = $110

FNX$99 − $62 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee