FXH vs MFSV

AFXH

BMFSV

Measures won0–4MFSV wins · of 6 · 5Y

$10,000 · 5Y$12,399FXH

Lowest cost0.44%MFSV · $44 on $10k

Most income1.29%MFSV · $129 on $10k

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common9.7%FXH and MFSV

FXH

MFSV

First Trust Health Care AlphaDEX Fund · $1.2BMFS Active Value ETF · $692M

+17.6%3 years · per year$16,244 · […][…]

+4.4%5 years · per year$12,399 · […][…]

0.61%Expense ratio$61 · $44 on $10k · lower wins0.44%

0.51%12-mo yield$51 · $129 on $10k1.29%

−12.2%Worst dropSmaller wins−6.4%

16.4%VolatilityLower wins10.3%

0–4MFSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXH · MFSV

2.4%CI2.7%

1.4%ABBV1.6%

1.8%BSX1.1%

1.0%ABT1.9%

Held in common9.7%

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	AFXH	First Trust Health Care AlphaDEX FundRead Desk		0.61%	0.51%	+4.1%	+26.8%	+29.8%	+17.6%	+4.4%	−12.2%	$1.2B
2	BMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

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	AFXH	First Trust Health Care AlphaDEX FundRead Desk		0.61%	0.51%	+4.1%	+26.8%	+29.8%	+17.6%	+4.4%	−12.2%	$1.2B
2	BMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

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

FXH vs MFSV

FXH

First Trust Health Care AlphaDEX Fund

$12,399

MFSV

MFS Active Value

[…]

MeasureFXHMFSV

Fee0.61%0.44%

Cost on $10k a year$61$44

Yield0.51%1.29%

5 years, per year+4.4%[…]

3 years, per year+17.6%[…]

Worst drop · 1Y−12.2%−6.4%

Volatility · 1Y16.4%10.3%

4–0measures won
MFSV first

9.7%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXH, MFSV

Today

9.7%most shared, FXH and MFSV

FXHMFSV

FXH—9.7%

MFSV9.7%—

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

Income After Fees on $10,000

$85most kept, MFSV

MFSV$129 − $44 = $85

FXH$51 − $61 = −$10

KeptFee

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