FXD vs SPY

AFXD

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FXD $12,020

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common5.5%FXD and SPY

FXD

SPY

First Trust Consumer Discretionary AlphaDEX Fund · $267MState Street SPDR S&P 500 ETF · $805B

+15.0%3 years · per year$15,228 · $18,174+22.0%

+3.7%5 years · per year$12,020 · $17,099+11.3%

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

0.67%12-mo yield$67 · $103 on $10k1.03%

−13.9%Worst dropSmaller wins−8.9%

21.0%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXD · SPY

1.1%AMZN3.9%

0.3%HD0.5%

0.9%DIS0.3%

0.3%COST0.7%

Held in common5.5%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.67%	−2.8%	+4.5%	+10.8%	+15.0%	+3.7%	−13.9%	$267M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.67%	−2.8%	+4.5%	+10.8%	+15.0%	+3.7%	−13.9%	$267M

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

FXD vs SPY

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$12,020

SPY

SPDR S&P 500

$17,099

MeasureFXDSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield0.67%1.03%

5 years, per year+3.7%+11.3%

3 years, per year+15.0%+22.0%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y21.0%13.6%

6–0measures won
SPY first

5.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: FXD, SPY

Today

5.5%most shared, FXD and SPY

FXDSPY

FXD—5.5%

SPY5.5%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FXD$67 − $60 = $7

KeptFee

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