FXD vs XLP

AFXD

BXLP

Measures won1–5XLP wins · of 6 · 5Y

$10,000 · 5Y$14,200XLP · FXD $11,682

Lowest cost0.08%XLP · $8 on $10k

Most income2.47%XLP · $247 on $10k

Smallest drop−9.7%XLP · worst fall in 1Y

Held in common4.4%FXD and XLP

FXD

XLP

First Trust Consumer Discretionary AlphaDEX Fund · $270MState Street Consumer Staples Select Sector SPDR ETF · $15.4B

+14.9%3 years · per year$15,186 · $14,489+13.2%

+3.2%5 years · per year$11,682 · $14,200+7.3%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

0.69%12-mo yield$69 · $247 on $10k2.47%

−13.9%Worst dropSmaller wins−9.7%

20.2%VolatilityLower wins15.3%

1–5XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXD · XLP

1.3%EL1.6%

1.0%DLTR1.5%

0.9%DG1.7%

0.8%TGT4.0%

Held in common4.4%

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	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.47%	−2.1%	+16.7%	+19.8%	+13.2%	+7.3%	−9.7%	$15.4B
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	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.47%	−2.1%	+16.7%	+19.8%	+13.2%	+7.3%	−9.7%	$15.4B
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 XLP

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$11,682

XLP

Consumer Staples Select Sector SPDR

$14,200

MeasureFXDXLP

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield0.69%2.47%

5 years, per year+3.2%+7.3%

3 years, per year+14.9%+13.2%

Worst drop · 1Y−13.9%−9.7%

Volatility · 1Y20.2%15.3%

5–1measures won
XLP first

4.4%

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, XLP

Today

4.4%most shared, FXD and XLP

FXDXLP

FXD—4.4%

XLP4.4%—

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

Income After Fees on $10,000

$239most kept, XLP

XLP$247 − $8 = $239

FXD$69 − $60 = $9

KeptFee

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