FXG vs VDC

AFXG

BVDC

Measures won2–4VDC wins · of 6 · 5Y

$10,000 · 5Y$14,896VDC · FXG $11,918

Lowest cost0.09%VDC · $9 on $10k

Most income2.02%FXG · $202 on $10k

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

Held in common25.0%FXG and VDC

FXG

VDC

First Trust Consumer Staples AlphaDEX Fund · $222MVanguard Consumer Staples ETF · $7.4B

+4.5%3 years · per year$11,399 · $14,706+13.7%

+3.6%5 years · per year$11,918 · $14,896+8.3%

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

2.02%12-mo yield$202 · $199 on $10k1.99%

−16.0%Worst dropSmaller wins−9.4%

15.2%VolatilityLower wins15.3%

2–4VDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · VDC

2.5%KO9.8%

1.8%MDLZ2.6%

1.8%PG9.9%

1.7%MNST2.1%

Held in common25.0%

End-of-day Nov 6, 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%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	2.02%	−1.2%	+4.3%	+3.5%	+4.5%	+3.6%	−16.0%	$222M

End-of-day Nov 6, 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%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	2.02%	−1.2%	+4.3%	+3.5%	+4.5%	+3.6%	−16.0%	$222M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXG vs VDC

FXG

First Trust Consumer Staples AlphaDEX Fund

$11,918

VDC

Vanguard Consumer Staples

$14,896

MeasureFXGVDC

Fee0.63%0.09%

Cost on $10k a year$63$9

Yield2.02%1.99%

5 years, per year+3.6%+8.3%

3 years, per year+4.5%+13.7%

Worst drop · 1Y−16.0%−9.4%

Volatility · 1Y15.2%15.3%

4–1measures won
VDC first

25.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FXG, VDC

Today

25.0%most shared, FXG and VDC

FXGVDC

FXG—25.0%

VDC25.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, VDC

VDC$199 − $9 = $190

FXG$202 − $63 = $139

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee