FXD vs PSCC

AFXD

BPSCC

Measures won2–4PSCC wins · of 6 · 5Y

$10,000 · 5Y$12,492FXD · PSCC $12,193

Lowest cost0.29%PSCC · $29 on $10k

Most income1.78%PSCC · $178 on $10k

Smallest drop−13.1%PSCC · worst fall in 1Y

Held in common0.0%FXD and PSCC

FXD

PSCC

First Trust Consumer Discretionary AlphaDEX Fund · $267MInvesco S&P SmallCap Consumer Staples ETF · $38M

+16.5%3 years · per year$15,815 · $11,862+5.9%

+4.6%5 years · per year$12,492 · $12,193+4.0%

0.60%Expense ratio$60 · $29 on $10k · lower wins0.29%

0.65%12-mo yield$65 · $178 on $10k1.78%

−13.9%Worst dropSmaller wins−13.1%

20.9%VolatilityLower wins17.7%

2–4PSCC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXD · PSCC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.65%	+5.5%	+7.5%	+12.3%	+16.5%	+4.6%	−13.9%	$267M
2	BPSCC	Invesco S&P SmallCap Consumer Staples ETFRead Desk		0.29%	1.78%	+4.2%	+22.8%	+21.4%	+5.9%	+4.0%	−13.1%	$38M

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	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.65%	+5.5%	+7.5%	+12.3%	+16.5%	+4.6%	−13.9%	$267M
2	BPSCC	Invesco S&P SmallCap Consumer Staples ETFRead Desk		0.29%	1.78%	+4.2%	+22.8%	+21.4%	+5.9%	+4.0%	−13.1%	$38M

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

FXD vs PSCC

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$12,492

PSCC

Invesco S&P SmallCap Consumer Staples

$12,193

MeasureFXDPSCC

Fee0.60%0.29%

Cost on $10k a year$60$29

Yield0.65%1.78%

5 years, per year+4.6%+4.0%

3 years, per year+16.5%+5.9%

Worst drop · 1Y−13.9%−13.1%

Volatility · 1Y20.9%17.7%

4–2measures won
PSCC first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXD, PSCC

Today

0.0%most shared, FXD and PSCC

FXDPSCC

FXD—0.0%

PSCC0.0%—

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

Income After Fees on $10,000

$149most kept, PSCC

PSCC$178 − $29 = $149

FXD$65 − $60 = $5

KeptFee

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