FXL vs IBB

AFXL

BIBB

Measures won2–4IBB wins · of 6 · 5Y

$10,000 · 5Y$16,225FXL · IBB $14,214

Lowest cost0.44%IBB · $44 on $10k

Most income0.15%IBB · $15 on $10k

Smallest drop−9.6%IBB · worst fall in 1Y

Held in common0.0%FXL and IBB

FXL

IBB

First Trust Technology AlphaDEX Fund · $2.6BiShares Biotechnology ETF · $11.4B

+26.0%3 years · per year$20,022 · $19,707+25.4%

+10.2%5 years · per year$16,225 · $14,214+7.3%

0.60%Expense ratio$60 · $44 on $10k · lower wins0.44%

0.00%12-mo yield$0 · $15 on $10k0.15%

−15.2%Worst dropSmaller wins−9.6%

27.2%VolatilityLower wins22.8%

2–4IBB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXL · IBB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	−0.9%	+23.8%	+18.4%	+26.0%	+10.2%	−15.2%	$2.6B
2	BIBB	iShares Biotechnology ETFRead Desk		0.44%	0.15%	+2.6%	+31.1%	+40.7%	+25.4%	+7.3%	−9.6%	$11.4B

End-of-day Nov 4, 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%	−0.9%	+23.8%	+18.4%	+26.0%	+10.2%	−15.2%	$2.6B
2	BIBB	iShares Biotechnology ETFRead Desk		0.44%	0.15%	+2.6%	+31.1%	+40.7%	+25.4%	+7.3%	−9.6%	$11.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXL vs IBB

FXL

First Trust Technology AlphaDEX Fund

$16,225

IBB

iShares Biotechnology

$14,214

MeasureFXLIBB

Fee0.60%0.44%

Cost on $10k a year$60$44

Yield0.00%0.15%

5 years, per year+10.2%+7.3%

3 years, per year+26.0%+25.4%

Worst drop · 1Y−15.2%−9.6%

Volatility · 1Y27.2%22.8%

4–2measures won
IBB first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXL, IBB

Today

0.0%most shared, FXL and IBB

FXLIBB

FXL—0.0%

IBB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$29most kept, IBB

IBB$15 − $44 = −$29

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee