FTXN vs IXC

AFTXN

BIXC

Measures won0–6IXC wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · FTXN $20,435

Lowest cost0.37%IXC · $37 on $10k

Most income2.76%IXC · $276 on $10k

Smallest drop−15.4%IXC · worst fall in 1Y

Held in common47.5%FTXN and IXC

FTXN

IXC

First Trust Nasdaq Oil & Gas ETF · $1.1BiShares Global Energy ETF · $3.0B

+11.6%3 years · per year$13,918 · $16,078+17.2%

+15.4%5 years · per year$20,435 · $23,972+19.1%

0.60%Expense ratio$60 · $37 on $10k · lower wins0.37%

1.90%12-mo yield$190 · $276 on $10k2.76%

−16.4%Worst dropSmaller wins−15.4%

25.7%VolatilityLower wins21.8%

0–6IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXN · IXC

8.4%CVX11.3%

8.3%XOM18.2%

8.3%COP4.4%

7.4%MPC2.8%

Held in common47.5%

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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
2	AFTXN	First Trust Nasdaq Oil & Gas ETFRead Desk		0.60%	1.90%	−0.1%	+36.5%	+41.7%	+11.6%	+15.4%	−16.4%	$1.1B

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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
2	AFTXN	First Trust Nasdaq Oil & Gas ETFRead Desk		0.60%	1.90%	−0.1%	+36.5%	+41.7%	+11.6%	+15.4%	−16.4%	$1.1B

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

FTXN vs IXC

FTXN

First Trust Nasdaq Oil & Gas

$20,435

IXC

iShares Global Energy

$23,972

MeasureFTXNIXC

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield1.90%2.76%

5 years, per year+15.4%+19.1%

3 years, per year+11.6%+17.2%

Worst drop · 1Y−16.4%−15.4%

Volatility · 1Y25.7%21.8%

6–0measures won
IXC first

47.5%

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: FTXN, IXC

Today

47.5%most shared, FTXN and IXC

FTXNIXC

FTXN—47.5%

IXC47.5%—

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

Income After Fees on $10,000

$239most kept, IXC

IXC$276 − $37 = $239

FTXN$190 − $60 = $130

KeptFee

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