FXH vs IXJ

AFXH

BIXJ

Measures won1–5IXJ wins · of 6 · 5Y

$10,000 · 5Y$14,393IXJ · FXH $11,760

Lowest cost0.38%IXJ · $38 on $10k

Most income1.25%IXJ · $125 on $10k

Smallest drop−10.8%IXJ · worst fall in 1Y

Held in common25.8%FXH and IXJ

FXH

IXJ

First Trust Health Care AlphaDEX Fund · $1.2BiShares Global Healthcare ETF · $4.7B

+15.8%3 years · per year$15,544 · $15,304+15.2%

+3.3%5 years · per year$11,760 · $14,393+7.6%

0.61%Expense ratio$61 · $38 on $10k · lower wins0.38%

0.53%12-mo yield$53 · $125 on $10k1.25%

−12.2%Worst dropSmaller wins−10.8%

16.8%VolatilityLower wins16.1%

1–5IXJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXH · IXJ

2.1%LLY11.4%

2.0%AMGN2.8%

1.8%BMY1.4%

2.0%MDT1.4%

Held in common25.8%

End-of-day Nov 5, 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	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B
2	AFXH	First Trust Health Care AlphaDEX FundRead Desk		0.61%	0.53%	−3.7%	+22.1%	+25.1%	+15.8%	+3.3%	−12.2%	$1.2B

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

Both

5Y2 funds

#			Trend
1	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B
2	AFXH	First Trust Health Care AlphaDEX FundRead Desk		0.61%	0.53%	−3.7%	+22.1%	+25.1%	+15.8%	+3.3%	−12.2%	$1.2B

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

Cards for this view

FXH vs IXJ

FXH

First Trust Health Care AlphaDEX Fund

$11,760

IXJ

iShares Global Healthcare

$14,393

MeasureFXHIXJ

Fee0.61%0.38%

Cost on $10k a year$61$38

Yield0.53%1.25%

5 years, per year+3.3%+7.6%

3 years, per year+15.8%+15.2%

Worst drop · 1Y−12.2%−10.8%

Volatility · 1Y16.8%16.1%

5–1measures won
IXJ first

25.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FXH, IXJ

Today

25.8%most shared, FXH and IXJ

FXHIXJ

FXH—25.8%

IXJ25.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, IXJ

IXJ$125 − $38 = $87

FXH$53 − $61 = −$8

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee