FXH vs VHT

AFXH

BVHT

Measures won0–6VHT wins · of 6 · 5Y

$10,000 · 5Y$21,281VGT · VHT $14,465

Lowest cost0.09%VHT · $9 on $10k

Most income1.33%VHT · $133 on $10k

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

Held in common33.0%FXH and VHT

FXH

VHT

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

+15.5%3 years · per year$15,409 · $15,855+16.6%

+3.1%5 years · per year$11,672 · $14,465+7.7%

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

0.53%12-mo yield$53 · $133 on $10k1.33%

−12.2%Worst dropSmaller wins−10.4%

17.0%VolatilityLower wins16.4%

0–6VHT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXH · VHT

2.1%LLY12.9%

2.0%AMGN3.2%

1.8%BMY1.8%

2.1%MDT1.5%

Held in common33.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.33%	+2.0%	+22.2%	+29.9%	+16.6%	+7.7%	−10.4%	$19.1B
3	AFXH	First Trust Health Care AlphaDEX FundRead Desk	0.61%	0.53%	+2.1%	+23.1%	+27.2%	+15.5%	+3.1%	−12.2%	$1.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.33%	+2.0%	+22.2%	+29.9%	+16.6%	+7.7%	−10.4%	$19.1B
3	AFXH	First Trust Health Care AlphaDEX FundRead Desk	0.61%	0.53%	+2.1%	+23.1%	+27.2%	+15.5%	+3.1%	−12.2%	$1.2B

End-of-day Nov 9, 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

$11,672

VHT

Vanguard Health Care

$14,465

MeasureFXHVHT

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield0.53%1.33%

5 years, per year+3.1%+7.7%

3 years, per year+15.5%+16.6%

Worst drop · 1Y−12.2%−10.4%

Volatility · 1Y17.0%16.4%

6–0measures won
VHT first

33.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FXH, VHT, VGT

Today

33.0%most shared, FXH and VHT

FXHVHTVGT

FXH—33.0%0.0%

VHT33.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, VHT

VHT$133 − $9 = $124

VGT$42 − $9 = $33

FXH$53 − $61 = −$8

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee