FXL vs BTAL5YFXLFXLAvsBBTALBTALFirst Trust Technology AlphaDEX Fund · $2.6BAGF U.S. Market Neutral Anti-Beta Fund · $419MReturns · dividends in+22.9%3 years · per year$18,577 · $7,209−10.3%+8.9%5 years · per year$15,291 · $9,348−1.3%Cost and income0.60%Expense ratio$60 · $153 on $10k · lower wins1.53%0.00%12-mo yield$0 · $268 on $10k
Overlap: FXL, BTAL, VUGToday17.2%most shared, FXL and VUGFXLBTALVUGFXL—16.7%17.2%BTAL16.7%—4.0%VUG17.2%4.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FXL vs BTAL5YAFXLFirst Trust Technology AlphaDEX Fund$15,291vsBTALBAGF U.S. Market Neutral Anti-Beta Fund$9,348$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2AFXLFirst Trust Technology AlphaDEX FundReadDesk0.60%0.00%−1.1%+22.6%+21.7%+22.9%+8.9%−15.3%$2.6B3BBTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.68%+0.5%−7.4%−9.3%−10.3%−1.3%−29.2%$419MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2AFXLFirst Trust Technology AlphaDEX FundReadDesk0.60%0.00%−1.1%+22.6%+21.7%+22.9%+8.9%−15.3%$2.6B3BBTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.68%+0.5%−7.4%−9.3%−10.3%−1.3%−29.2%$419MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: FXL, BTAL, VUGToday17.2%most shared, FXL and VUGFXLBTALVUGFXL—16.7%17.2%BTAL16.7%—4.0%VUG17.2%4.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$115most kept, BTALBTAL$268 − $153 = $115VUG$41 − $3 = $38FXL$0 − $60 = −$60KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee