FXH vs VHT

AFXH

BVHT

Measures won0–6VHT wins · of 6 · 5Y

$10,000 · 5Y$14,891VHT · FXH $12,399

Lowest cost0.09%VHT · $9 on $10k

Most income1.31%VHT · $131 on $10k

Smallest drop−10.4%VHT · worst fall in 1Y

Held in common32.9%FXH and VHT

FXH

VHT

First Trust Health Care AlphaDEX Fund · $1.2BVanguard Health Care ETF · $19.1B

+17.6%3 years · per year$16,244 · $16,391+17.9%

+4.4%5 years · per year$12,399 · $14,891+8.3%

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

0.51%12-mo yield$51 · $131 on $10k1.31%

−12.2%Worst dropSmaller wins−10.4%

16.4%VolatilityLower wins16.0%

0–6VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXH · VHT

2.2%LLY12.9%

2.0%AMGN3.2%

1.8%BMY1.8%

2.0%MDT1.5%

Held in common32.9%

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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
2	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

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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
2	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

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 VHT

FXH

First Trust Health Care AlphaDEX Fund

$12,399

VHT

Vanguard Health Care

$14,892

MeasureFXHVHT

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield0.51%1.31%

5 years, per year+4.4%+8.3%

3 years, per year+17.6%+17.9%

Worst drop · 1Y−12.2%−10.4%

Volatility · 1Y16.4%16.0%

6–0measures won
VHT first

32.9%

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: FXH, VHT

Today

32.9%most shared, FXH and VHT

FXHVHT

FXH—32.9%

VHT32.9%—

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

Income After Fees on $10,000

$122most kept, VHT

VHT$131 − $9 = $122

FXH$51 − $61 = −$10

KeptFee

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