FXD vs GXPS

AFXD

BGXPS

Measures won0–4GXPS wins · of 6 · 5Y

$10,000 · 5Y$11,875FXD

Lowest cost0.25%GXPS · $25 on $10k

Most income1.16%GXPS · $116 on $10k

Smallest drop−9.2%GXPS · worst fall in 1Y

Held in common3.6%FXD and GXPS

FXD

GXPS

First Trust Consumer Discretionary AlphaDEX Fund · $281MGlobal X Funds - Global X PureCap MSCI Consumer Staples ETF · $80M

+14.6%3 years · per year$15,039 · […][…]

+3.5%5 years · per year$11,875 · […][…]

0.60%Expense ratio$60 · $25 on $10k · lower wins0.25%

0.68%12-mo yield$68 · $116 on $10k1.16%

−13.9%Worst dropSmaller wins−9.2%

21.0%VolatilityLower wins16.4%

0–4GXPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXD · GXPS

0.9%DG0.9%

0.8%TGT2.2%

1.3%EL0.8%

1.0%DLTR0.8%

Held in common3.6%

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	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.68%	−1.1%	+3.4%	+8.3%	+14.6%	+3.5%	−13.9%	$281M
2	BGXPS	Global X Funds - Global X PureCap MSCI Consumer Staples ETFRead Desk		0.25%	1.16%	−1.4%	+19.7%	+22.8%	new	new	−9.2%	$80M

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	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.68%	−1.1%	+3.4%	+8.3%	+14.6%	+3.5%	−13.9%	$281M
2	BGXPS	Global X Funds - Global X PureCap MSCI Consumer Staples ETFRead Desk		0.25%	1.16%	−1.4%	+19.7%	+22.8%	new	new	−9.2%	$80M

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

FXD vs GXPS

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$11,875

GXPS

Global X Funds - Global X PureCap MSCI Consumer Staples

[…]

MeasureFXDGXPS

Fee0.60%0.25%

Cost on $10k a year$60$25

Yield0.68%1.16%

5 years, per year+3.5%[…]

3 years, per year+14.6%[…]

Worst drop · 1Y−13.9%−9.2%

Volatility · 1Y21.0%16.4%

4–0measures won
GXPS first

3.6%

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: FXD, GXPS

Today

3.6%most shared, FXD and GXPS

FXDGXPS

FXD—3.6%

GXPS3.6%—

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

Income After Fees on $10,000

$91most kept, GXPS

GXPS$116 − $25 = $91

FXD$68 − $60 = $8

KeptFee

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