FXD vs IYC

AFXD

BIYC

Measures won1–5IYC wins · of 6 · 5Y

$10,000 · 5Y$12,876IYC · FXD $11,970

Lowest cost0.37%IYC · $37 on $10k

Most income0.67%FXD · $67 on $10k

Smallest drop−12.0%IYC · worst fall in 1Y

Held in common32.6%FXD and IYC

First Trust Consumer Discretionary AlphaDEX Fund · $274MiShares U.S. Consumer Discretionary ETF · $1.7B

+13.1%3 years · per year$14,471 · $15,894+16.7%

+3.7%5 years · per year$11,970 · $12,876+5.2%

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

0.67%12-mo yield$67 · $50 on $10k0.50%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.50%	−0.1%	+3.0%	+4.2%	+16.7%	+5.2%	−12.0%	$1.7B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.67%	−0.7%	+5.5%	+10.0%	+13.1%	+3.7%	−13.9%	$274M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.50%	−0.1%	+3.0%	+4.2%	+16.7%	+5.2%	−12.0%	$1.7B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.67%	−0.7%	+5.5%	+10.0%	+13.1%	+3.7%	−13.9%	$274M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$11,970

IYC

iShares U.S. Consumer Discretionary

$12,876

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