FXD vs VDC

AFXD

BVDC

Measures won1–5VDC wins · of 6 · 5Y

$10,000 · 5Y$22,311VGT · VDC $15,254

Lowest cost0.09%VDC · $9 on $10k

Most income1.95%VDC · $195 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 · $267MVanguard Consumer Staples ETF · $7.4B

+16.5%3 years · per year$15,815 · $14,996+14.5%

+4.6%5 years · per year$12,492 · $15,254+8.8%

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

0.65%12-mo yield$65 · $195 on $10k1.95%

−13.9%Worst dropSmaller wins−9.4%

20.9%VolatilityLower wins15.2%

1–5VDC wins

$10,000 · 5 yearsAll three, one 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 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	BVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B
3	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	BVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B
3	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

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 VDC

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$12,492

VDC

Vanguard Consumer Staples

$15,254

MeasureFXDVDC

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield0.65%1.95%

5 years, per year+4.6%+8.8%

3 years, per year+16.5%+14.5%

Worst drop · 1Y−13.9%−9.4%

Volatility · 1Y20.9%15.2%

5–1measures won
VDC first

4.3%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

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

Overlap: FXD, VDC, VGT

Today

4.3%most shared, FXD and VDC

FXDVDCVGT

FXD—4.3%0.0%

VDC4.3%—0.0%

VGT0.0%0.0%—

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

Income After Fees on $10,000

$186most kept, VDC

VDC$195 − $9 = $186

VGT$41 − $9 = $32

FXD$65 − $60 = $5

KeptFee

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