FXG vs XLF

AFXG

BXLF

Measures won2–4XLF wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF · FXG $12,029

Lowest cost0.08%XLF · $8 on $10k

Most income1.98%FXG · $198 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%FXG and XLF

FXG

XLF

First Trust Consumer Staples AlphaDEX Fund · $218MState Street Financial Select Sector SPDR ETF · $53.4B

+4.6%3 years · per year$11,429 · $18,230+22.2%

+3.8%5 years · per year$12,029 · $15,690+9.4%

0.63%Expense ratio$63 · $8 on $10k · lower wins0.08%

1.98%12-mo yield$198 · $142 on $10k1.42%

−16.0%Worst dropSmaller wins−14.8%

15.2%VolatilityLower wins15.3%

2–4XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+1.8%	+6.1%	+6.9%	+4.6%	+3.8%	−16.0%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+1.8%	+6.1%	+6.9%	+4.6%	+3.8%	−16.0%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXG vs XLF

FXG

First Trust Consumer Staples AlphaDEX Fund

$12,029

XLF

Financial Select Sector SPDR

$15,690

MeasureFXGXLF

Fee0.63%0.08%

Cost on $10k a year$63$8

Yield1.98%1.42%

5 years, per year+3.8%+9.4%

3 years, per year+4.6%+22.2%

Worst drop · 1Y−16.0%−14.8%

Volatility · 1Y15.2%15.3%

4–2measures won
XLF first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FXG, XLF

Today

0.0%most shared, FXG and XLF

FXGXLF

FXG—0.0%

XLF0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, FXG

FXG$198 − $63 = $135

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee