FTXR vs IYT

AFTXR

BIYT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,597FTXR · IYT $13,459

Lowest cost0.37%IYT · $37 on $10k

Most income1.04%FTXR · $104 on $10k

Smallest drop−12.6%IYT · worst fall in 1Y

Held in common45.2%FTXR and IYT

FTXR

IYT

First Trust Nasdaq Transportation ETF · $162MiShares U.S. Transportation ETF · $2.0B

+22.5%3 years · per year$18,384 · $16,174+17.4%

+7.1%5 years · per year$14,086 · $12,909+5.2%

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

1.04%12-mo yield$104 · $92 on $10k0.92%

−14.5%Worst dropSmaller wins−12.6%

21.4%VolatilityLower wins20.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTXR · IYT

8.0%UNP18.7%

7.0%FDX4.5%

4.1%UPS4.9%

4.1%CSX10.0%

Held in common45.2%

End-of-day Nov 4, 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	AFTXR	First Trust Nasdaq Transportation ETFRead Desk		0.60%	1.04%	−0.9%	+12.5%	+22.2%	+22.5%	+7.1%	−14.5%	$162M
2	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.92%	−0.5%	+11.8%	+15.4%	+17.4%	+5.2%	−12.6%	$2.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFTXR	First Trust Nasdaq Transportation ETFRead Desk		0.60%	1.04%	−0.9%	+12.5%	+22.2%	+22.5%	+7.1%	−14.5%	$162M
2	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.92%	−0.5%	+11.8%	+15.4%	+17.4%	+5.2%	−12.6%	$2.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTXR vs IYT

FTXR

First Trust Nasdaq Transportation

$14,087

IYT

iShares U.S. Transportation

$12,909

MeasureFTXRIYT

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield1.04%0.92%

5 years, per year+7.1%+5.2%

3 years, per year+22.5%+17.4%

Worst drop · 1Y−14.5%−12.6%

Volatility · 1Y21.4%20.1%

3–3measures won
level

45.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: FTXR, IYT

Today

45.2%most shared, FTXR and IYT

FTXRIYT

FTXR—45.2%

IYT45.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$55most kept, IYT

IYT$92 − $37 = $55

FTXR$104 − $60 = $44

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee