FXG vs XLP

AFXG

BXLP

Measures won1–5XLP wins · of 6 · 5Y

$10,000 · 5Y$14,765XLP · FXG $12,250

Lowest cost0.08%XLP · $8 on $10k

Most income2.39%XLP · $239 on $10k

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

Held in common23.3%FXG and XLP

FXG

XLP

First Trust Consumer Staples AlphaDEX Fund · $214MState Street Consumer Staples Select Sector SPDR ETF · $15.4B

+5.3%3 years · per year$11,672 · $14,746+13.8%

+4.1%5 years · per year$12,250 · $14,765+8.1%

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

1.98%12-mo yield$198 · $239 on $10k2.39%

−16.0%Worst dropSmaller wins−9.7%

15.1%VolatilityLower wins15.6%

1–5XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · XLP

2.6%KO7.5%

2.1%ADM2.0%

1.8%MNST4.0%

1.8%MDLZ4.3%

Held in common23.3%

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

Both

5Y2 funds

#			Trend
1	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$15.4B
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%	$214M

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	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$15.4B
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%	$214M

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 XLP

FXG

First Trust Consumer Staples AlphaDEX Fund

$12,250

XLP

Consumer Staples Select Sector SPDR

$14,765

MeasureFXGXLP

Fee0.63%0.08%

Cost on $10k a year$63$8

Yield1.98%2.39%

5 years, per year+4.1%+8.1%

3 years, per year+5.3%+13.8%

Worst drop · 1Y−16.0%−9.7%

Volatility · 1Y15.1%15.6%

5–1measures won
XLP first

23.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXG, XLP

Today

23.3%most shared, FXG and XLP

FXGXLP

FXG—23.3%

XLP23.3%—

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

Income After Fees on $10,000

$231most kept, XLP

XLP$239 − $8 = $231

FXG$198 − $63 = $135

KeptFee

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