FTC vs BEEZ

AFTC

BBEEZ

Measures won1–3BEEZ wins · of 6 · 5Y

$10,000 · 5Y$13,703FTC

Lowest cost0.58%FTC · $58 on $10k

Most income0.51%BEEZ · $51 on $10k

Smallest drop−8.4%BEEZ · worst fall in 1Y

Held in common5.2%FTC and BEEZ

FTC

BEEZ

First Trust Large Cap Growth AlphaDEX Fund · $1.3BHoneytree U.S. Equity ETF · $6M

+20.1%3 years · per year$17,322 · […][…]

+6.5%5 years · per year$13,703 · […][…]

0.58%Expense ratio$58 · $64 on $10k · lower wins0.64%

0.13%12-mo yield$13 · $51 on $10k0.51%

−17.6%Worst dropSmaller wins−8.4%

23.1%VolatilityLower wins13.9%

1–3BEEZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTC · BEEZ

1.0%A4.9%

0.6%FIX2.4%

0.5%CBOE4.8%

0.5%MA4.9%

Held in common5.2%

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	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.13%	−5.9%	+0.1%	+0.3%	+20.1%	+6.5%	−17.6%	$1.3B
2	BBEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.51%	−2.7%	+9.5%	+9.8%	new	new	−8.4%	$6M

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	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.13%	−5.9%	+0.1%	+0.3%	+20.1%	+6.5%	−17.6%	$1.3B
2	BBEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.51%	−2.7%	+9.5%	+9.8%	new	new	−8.4%	$6M

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

FTC vs BEEZ

FTC

First Trust Large Cap Growth AlphaDEX Fund

$13,703

BEEZ

Honeytree U.S. Equity

[…]

MeasureFTCBEEZ

Fee0.58%0.64%

Cost on $10k a year$58$64

Yield0.13%0.51%

5 years, per year+6.5%[…]

3 years, per year+20.1%[…]

Worst drop · 1Y−17.6%−8.4%

Volatility · 1Y23.1%13.9%

3–1measures won
BEEZ first

5.2%

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: FTC, BEEZ

Today

5.2%most shared, FTC and BEEZ

FTCBEEZ

FTC—5.2%

BEEZ5.2%—

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

Income After Fees on $10,000

−$13most kept, BEEZ

BEEZ$51 − $64 = −$13

FTC$13 − $58 = −$45

KeptFee

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