FXG vs XLY

AFXG

BXLY

Measures won2–4XLY wins · of 6 · 5Y

$10,000 · 5Y$12,388XLY · FXG $11,735

Lowest cost0.08%XLY · $8 on $10k

Most income2.05%FXG · $205 on $10k

Smallest drop−15.0%XLY · worst fall in 1Y

Held in common0.0%FXG and XLY

FXG

XLY

First Trust Consumer Staples AlphaDEX Fund · $214MState Street Consumer Discretionary Select Sector SPDR ETF · $22.7B

+4.5%3 years · per year$11,419 · $16,081+17.2%

+3.3%5 years · per year$11,735 · $12,388+4.4%

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

2.05%12-mo yield$205 · $80 on $10k0.80%

−16.0%Worst dropSmaller wins−15.0%

14.8%VolatilityLower wins19.1%

2–4XLY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · XLY

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

Held in common0.0%

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	BXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.80%	−0.7%	−1.1%	−1.4%	+17.2%	+4.4%	−15.0%	$22.7B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	2.05%	−2.2%	+2.8%	+2.3%	+4.5%	+3.3%	−16.0%	$214M

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	BXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.80%	−0.7%	−1.1%	−1.4%	+17.2%	+4.4%	−15.0%	$22.7B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	2.05%	−2.2%	+2.8%	+2.3%	+4.5%	+3.3%	−16.0%	$214M

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

FXG vs XLY

FXG

First Trust Consumer Staples AlphaDEX Fund

$11,735

XLY

Consumer Discretionary Select Sector SPDR

$12,388

MeasureFXGXLY

Fee0.63%0.08%

Cost on $10k a year$63$8

Yield2.05%0.80%

5 years, per year+3.3%+4.4%

3 years, per year+4.5%+17.2%

Worst drop · 1Y−16.0%−15.0%

Volatility · 1Y14.8%19.1%

4–2measures won
XLY first

0.0%

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: FXG, XLY

Today

0.0%most shared, FXG and XLY

FXGXLY

FXG—0.0%

XLY0.0%—

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

Income After Fees on $10,000

$142most kept, FXG

FXG$205 − $63 = $142

XLY$80 − $8 = $72

KeptFee

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