FTXR vs VIS

AFTXR

BVIS

Measures won2–4VIS wins · of 6 · 5Y

$10,000 · 5Y$16,535VIS · FTXR $13,590

Lowest cost0.09%VIS · $9 on $10k

Most income1.07%FTXR · $107 on $10k

Smallest drop−13.5%VIS · worst fall in 1Y

Held in common12.8%FTXR and VIS

FTXR

VIS

First Trust Nasdaq Transportation ETF · $160MVanguard Industrials ETF · $8.0B

+20.7%3 years · per year$17,585 · $17,187+19.8%

+6.3%5 years · per year$13,590 · $16,535+10.6%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

1.07%12-mo yield$107 · $99 on $10k0.99%

−14.5%Worst dropSmaller wins−13.5%

21.9%VolatilityLower wins18.8%

2–4VIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXR · VIS

7.9%UNP2.1%

4.0%CSX1.3%

4.2%UPS1.0%

4.2%URI0.9%

Held in common12.8%

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	BVIS	Vanguard Industrials ETFRead Desk		0.09%	0.99%	−4.3%	+4.9%	+6.4%	+19.8%	+10.6%	−13.5%	$8.0B
2	AFTXR	First Trust Nasdaq Transportation ETFRead Desk		0.60%	1.07%	−4.5%	+9.5%	+21.1%	+20.7%	+6.3%	−14.5%	$160M

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	BVIS	Vanguard Industrials ETFRead Desk		0.09%	0.99%	−4.3%	+4.9%	+6.4%	+19.8%	+10.6%	−13.5%	$8.0B
2	AFTXR	First Trust Nasdaq Transportation ETFRead Desk		0.60%	1.07%	−4.5%	+9.5%	+21.1%	+20.7%	+6.3%	−14.5%	$160M

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

FTXR vs VIS

FTXR

First Trust Nasdaq Transportation

$13,590

VIS

Vanguard Industrials

$16,535

MeasureFTXRVIS

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield1.07%0.99%

5 years, per year+6.3%+10.6%

3 years, per year+20.7%+19.8%

Worst drop · 1Y−14.5%−13.5%

Volatility · 1Y21.9%18.8%

4–2measures won
VIS first

12.8%

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: FTXR, VIS

Today

12.8%most shared, FTXR and VIS

FTXRVIS

FTXR—12.8%

VIS12.8%—

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

Income After Fees on $10,000

$90most kept, VIS

VIS$99 − $9 = $90

FTXR$107 − $60 = $47

KeptFee

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