FNX vs MDY

AFNX

BMDY

Measures won2–3MDY wins · of 6 · 5Y

$10,000 · 5Y$14,322FNX · MDY $13,735

Lowest cost0.23%MDY · $23 on $10k

Most income1.06%MDY · $107 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common39.2%FNX and MDY

FNX

MDY

First Trust Mid Cap Core AlphaDEX Fund · $1.4BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+18.2%3 years · per year$16,527 · $15,665+16.1%

+7.4%5 years · per year$14,322 · $13,735+6.6%

0.62%Expense ratio$62 · $23 on $10k · lower wins0.23%

0.99%12-mo yield$99 · $107 on $10k1.06%

−9.2%Worst dropSmaller wins−8.8%

15.4%VolatilityLower wins15.4%

2–3MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · MDY

0.4%TOL0.4%

0.4%HALO0.4%

0.4%RNR0.4%

0.4%TRU0.5%

Held in common39.2%

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	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B

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	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B

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

FNX vs MDY

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,322

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureFNXMDY

Fee0.62%0.23%

Cost on $10k a year$62$23

Yield0.99%1.06%

5 years, per year+7.4%+6.6%

3 years, per year+18.2%+16.1%

Worst drop · 1Y−9.2%−8.8%

Volatility · 1Y15.4%15.4%

3–2measures won
MDY first

39.2%

holdings shared

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNX, MDY

Today

39.2%most shared, FNX and MDY

FNXMDY

FNX—39.2%

MDY39.2%—

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

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

FNX$99 − $62 = $37

KeptFee

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