FXG vs SPY

AFXG

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FXG $12,250

Lowest cost0.09%SPY · $9 on $10k

Most income1.98%FXG · $198 on $10k

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

Held in common2.9%FXG and SPY

FXG

SPY

First Trust Consumer Staples AlphaDEX Fund · $215MState Street SPDR S&P 500 ETF · $805B

+5.3%3 years · per year$11,672 · $19,132+24.1%

+4.1%5 years · per year$12,250 · $18,060+12.6%

0.63%Expense ratio$63 · $9 on $10k · lower wins0.09%

1.98%12-mo yield$198 · $99 on $10k0.99%

−16.0%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · SPY

1.7%PG0.6%

2.6%KO0.6%

1.7%PEP0.3%

0.9%MO0.2%

Held in common2.9%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+3.4%	+6.3%	+5.8%	+5.3%	+4.1%	−16.0%	$215M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+3.4%	+6.3%	+5.8%	+5.3%	+4.1%	−16.0%	$215M

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

FXG vs SPY

FXG

First Trust Consumer Staples AlphaDEX Fund

$12,250

SPY

SPDR S&P 500

$18,060

MeasureFXGSPY

Fee0.63%0.09%

Cost on $10k a year$63$9

Yield1.98%0.99%

5 years, per year+4.1%+12.6%

3 years, per year+5.3%+24.1%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y15.1%12.9%

5–1measures won
SPY first

2.9%

holdings shared

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

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

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: FXG, SPY

Today

2.9%most shared, FXG and SPY

FXGSPY

FXG—2.9%

SPY2.9%—

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

Income After Fees on $10,000

$135most kept, FXG

FXG$198 − $63 = $135

SPY$99 − $9 = $90

KeptFee

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