FXH vs SPY

AFXH

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FXH $11,534

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common7.8%FXH and SPY

FXH

SPY

First Trust Health Care AlphaDEX Fund · $1.2BState Street SPDR S&P 500 ETF · $819B

+15.2%3 years · per year$15,276 · $18,039+21.7%

+2.9%5 years · per year$11,534 · $17,118+11.3%

0.61%Expense ratio$61 · $9 on $10k · lower wins0.09%

0.54%12-mo yield$54 · $103 on $10k1.03%

−12.2%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXH · SPY

2.1%LLY1.7%

1.4%ABBV0.8%

0.5%UNH0.6%

0.4%JNJ1.0%

Held in common7.8%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AFXH	First Trust Health Care AlphaDEX FundRead Desk		0.61%	0.54%	−1.3%	+20.6%	+23.3%	+15.2%	+2.9%	−12.2%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AFXH	First Trust Health Care AlphaDEX FundRead Desk		0.61%	0.54%	−1.3%	+20.6%	+23.3%	+15.2%	+2.9%	−12.2%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXH vs SPY

FXH

First Trust Health Care AlphaDEX Fund

$11,534

SPY

SPDR S&P 500

$17,118

MeasureFXHSPY

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield0.54%1.03%

5 years, per year+2.9%+11.3%

3 years, per year+15.2%+21.7%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y16.9%13.6%

6–0measures won
SPY first

7.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FXH, SPY

Today

7.8%most shared, FXH and SPY

FXHSPY

FXH—7.8%

SPY7.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FXH$54 − $61 = −$7

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee