FXL vs FTEC

AFXL

BFTEC

Measures won1–5FTEC wins · of 6 · 5Y

$10,000 · 5Y$22,397FTEC · FXL $16,150

Lowest cost0.08%FTEC · $8 on $10k

Most income0.40%FTEC · $40 on $10k

Smallest drop−15.2%FXL · worst fall in 1Y

Held in common27.2%FXL and FTEC

FXL

FTEC

First Trust Technology AlphaDEX Fund · $2.6BFidelity MSCI Information Technology Index ETF · $22.1B

+26.6%3 years · per year$20,276 · $23,419+32.8%

+10.1%5 years · per year$16,150 · $22,397+17.5%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

0.00%12-mo yield$0 · $40 on $10k0.40%

−15.2%Worst dropSmaller wins−15.8%

27.2%VolatilityLower wins25.6%

1–5FTEC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXL · FTEC

1.3%AAPL17.9%

1.3%AMD3.1%

1.2%PLTR1.6%

1.4%PANW1.2%

Held in common27.2%

End-of-day Nov 3, 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	BFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.40%	+1.3%	+22.8%	+16.9%	+32.8%	+17.5%	−15.8%	$22.1B
2	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+0.6%	+25.0%	+19.7%	+26.6%	+10.1%	−15.2%	$2.6B

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

Both

5Y2 funds

#			Trend
1	BFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.40%	+1.3%	+22.8%	+16.9%	+32.8%	+17.5%	−15.8%	$22.1B
2	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+0.6%	+25.0%	+19.7%	+26.6%	+10.1%	−15.2%	$2.6B

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

Cards for this view

FXL vs FTEC

FXL

First Trust Technology AlphaDEX Fund

$16,150

FTEC

Fidelity MSCI Information Technology Index

$22,397

MeasureFXLFTEC

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield0.00%0.40%

5 years, per year+10.1%+17.5%

3 years, per year+26.6%+32.8%

Worst drop · 1Y−15.2%−15.8%

Volatility · 1Y27.2%25.6%

5–1measures won
FTEC first

27.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FXL, FTEC

Today

27.2%most shared, FXL and FTEC

FXLFTEC

FXL—27.2%

FTEC27.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$32most kept, FTEC

FTEC$40 − $8 = $32

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee