FXD vs VDC

AFXD

BVDC

Measures won1–5VDC wins · of 6 · 5Y

$10,000 · 5Y$14,674VDC · FXD $11,682

Lowest cost0.09%VDC · $9 on $10k

Most income2.02%VDC · $202 on $10k

Smallest drop−9.4%VDC · worst fall in 1Y

Held in common4.3%FXD and VDC

FXD

VDC

First Trust Consumer Discretionary AlphaDEX Fund · $270MVanguard Consumer Staples ETF · $7.4B

+14.9%3 years · per year$15,186 · $14,741+13.8%

+3.2%5 years · per year$11,682 · $14,674+8.0%

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

0.69%12-mo yield$69 · $202 on $10k2.02%

−13.9%Worst dropSmaller wins−9.4%

20.2%VolatilityLower wins14.9%

1–5VDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXD · VDC

0.9%DG1.0%

1.3%EL0.9%

0.8%TGT2.5%

1.0%DLTR0.8%

Held in common4.3%

End-of-day Nov 3, 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	BVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	2.02%	−2.0%	+16.5%	+18.9%	+13.8%	+8.0%	−9.4%	$7.4B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.69%	−1.4%	+1.8%	+5.9%	+14.9%	+3.2%	−13.9%	$270M

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

Both

5Y2 funds

#			Trend
1	BVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	2.02%	−2.0%	+16.5%	+18.9%	+13.8%	+8.0%	−9.4%	$7.4B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.69%	−1.4%	+1.8%	+5.9%	+14.9%	+3.2%	−13.9%	$270M

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

Cards for this view

FXD vs VDC

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$11,682

VDC

Vanguard Consumer Staples

$14,674

MeasureFXDVDC

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield0.69%2.02%

5 years, per year+3.2%+8.0%

3 years, per year+14.9%+13.8%

Worst drop · 1Y−13.9%−9.4%

Volatility · 1Y20.2%14.9%

5–1measures won
VDC first

4.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FXD, VDC

Today

4.3%most shared, FXD and VDC

FXDVDC

FXD—4.3%

VDC4.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$193most kept, VDC

VDC$202 − $9 = $193

FXD$69 − $60 = $9

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee