FXL vs BTAL

AFXL

BBTAL

Measures won4–2FXL wins · of 6 · 5Y

$10,000 · 5Y$15,005FXL · BTAL $8,983

Lowest cost0.60%FXL · $60 on $10k

Most income2.70%BTAL · $270 on $10k

Smallest drop−15.3%FXL · worst fall in 1Y

Held in common17.7%FXL and BTAL

FXL

BTAL

First Trust Technology AlphaDEX Fund · $2.6BAGF U.S. Market Neutral Anti-Beta Fund · $363M

+23.1%3 years · per year$18,639 · $7,022−11.1%

+8.5%5 years · per year$15,005 · $8,983−2.1%

0.60%Expense ratio$60 · $153 on $10k · lower wins1.53%

0.00%12-mo yield$0 · $270 on $10k2.70%

−15.3%Worst dropSmaller wins−29.2%

27.8%VolatilityLower wins24.3%

4–2FXL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXL · BTAL

2.6%EPAM4.8%

2.0%CTSH3.5%

1.9%ROP3.9%

1.3%INTU3.3%

Held in common17.7%

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	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.6B
2	BBTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

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	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.6B
2	BBTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

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

FXL vs BTAL

FXL

First Trust Technology AlphaDEX Fund

$15,005

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,983

MeasureFXLBTAL

Fee0.60%1.53%

Cost on $10k a year$60$153

Yield0.00%2.70%

5 years, per year+8.5%−2.1%

3 years, per year+23.1%−11.1%

Worst drop · 1Y−15.3%−29.2%

Volatility · 1Y27.8%24.3%

4–2measures won
FXL first

17.7%

holdings shared

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

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

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

Overlap: FXL, BTAL

Today

17.7%most shared, FXL and BTAL

FXLBTAL

FXL—17.7%

BTAL17.7%—

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

Income After Fees on $10,000

$117most kept, BTAL

BTAL$270 − $153 = $117

FXL$0 − $60 = −$60

KeptFee

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