FNX vs SPY

AFNX

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FNX $14,322

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.9%FNX and SPY

FNX

SPY

First Trust Mid Cap Core AlphaDEX Fund · $1.4BState Street SPDR S&P 500 ETF · $778B

+18.2%3 years · per year$16,527 · $18,039+21.7%

+7.4%5 years · per year$14,322 · $17,118+11.3%

0.62%Expense ratio$62 · $9 on $10k · lower wins0.09%

0.99%12-mo yield$99 · $103 on $10k1.03%

−9.2%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · SPY

0.1%SWKS0.0%

0.3%SWK0.0%

0.3%TSN0.0%

0.3%HST0.0%

Held in common0.9%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	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

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 SPY

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,322

SPY

SPDR S&P 500

$17,118

MeasureFNXSPY

Fee0.62%0.09%

Cost on $10k a year$62$9

Yield0.99%1.03%

5 years, per year+7.4%+11.3%

3 years, per year+18.2%+21.7%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y15.4%13.6%

5–0measures won
SPY first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: FNX, SPY

Today

0.9%most shared, FNX and SPY

FNXSPY

FNX—0.9%

SPY0.9%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FNX$99 − $62 = $37

KeptFee

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