FXL vs FNX

AFXL

BFNX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,005FXL · FNX $14,318

Lowest cost0.60%FXL · $60 on $10k

Most income0.99%FNX · $99 on $10k

Smallest drop−9.2%FNX · worst fall in 1Y

Held in common7.0%FXL and FNX

FXL

FNX

First Trust Technology AlphaDEX Fund · $2.6BFirst Trust Mid Cap Core AlphaDEX Fund · $1.4B

+22.8%3 years · per year$18,527 · $16,664+18.6%

+8.5%5 years · per year$15,005 · $14,318+7.4%

0.60%Expense ratio$60 · $62 on $10k · lower wins0.62%

0.00%12-mo yield$0 · $99 on $10k0.99%

−15.3%Worst dropSmaller wins−9.2%

27.8%VolatilityLower wins15.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXL · FNX

2.0%EPAM0.4%

1.3%CART0.4%

1.7%RNG0.4%

1.7%RBRK0.4%

Held in common7.0%

End-of-day Nov 5, 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%	−6.3%	+16.0%	+14.5%	+22.8%	+8.5%	−15.3%	$2.6B
2	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.99%	−3.2%	+11.3%	+14.9%	+18.6%	+7.4%	−9.2%	$1.4B

End-of-day Nov 5, 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%	−6.3%	+16.0%	+14.5%	+22.8%	+8.5%	−15.3%	$2.6B
2	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.99%	−3.2%	+11.3%	+14.9%	+18.6%	+7.4%	−9.2%	$1.4B

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

Cards for this view

FXL vs FNX

FXL

First Trust Technology AlphaDEX Fund

$15,005

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,318

MeasureFXLFNX

Fee0.60%0.62%

Cost on $10k a year$60$62

Yield0.00%0.99%

5 years, per year+8.5%+7.4%

3 years, per year+22.8%+18.6%

Worst drop · 1Y−15.3%−9.2%

Volatility · 1Y27.8%15.4%

3–3measures won
level

7.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FXL, FNX

Today

7.0%most shared, FXL and FNX

FXLFNX

FXL—7.0%

FNX7.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, FNX

FNX$99 − $62 = $37

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee