FXL vs IJS

AFXL

BIJS

Measures won2–4IJS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · FXL $15,005

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.9%FXL and IJS

FXL

IJS

First Trust Technology AlphaDEX Fund · $2.6BiShares S&P Small-Cap 600 Value ETF · $7.6B

+22.8%3 years · per year$18,527 · $16,426+18.0%

+8.5%5 years · per year$15,005 · $13,664+6.4%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $142 on $10k1.42%

−15.3%Worst dropSmaller wins−9.3%

27.8%VolatilityLower wins16.3%

2–4IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXL · IJS

2.0%EPAM0.8%

1.9%MBGL0.3%

0.3%MTCH1.0%

1.6%PPLI0.3%

Held in common1.9%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B

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 IJS

FXL

First Trust Technology AlphaDEX Fund

$15,005

IJS

iShares S&P Small-Cap 600 Value

$13,664

MeasureFXLIJS

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.00%1.42%

5 years, per year+8.5%+6.4%

3 years, per year+22.8%+18.0%

Worst drop · 1Y−15.3%−9.3%

Volatility · 1Y27.8%16.3%

4–2measures won
IJS first

1.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FXL, IJS, VTV

Today

5.3%most shared, FXL and VTV

FXLIJSVTV

FXL—1.9%5.3%

IJS1.9%—0.0%

VTV5.3%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJS$142 − $18 = $124

FXL$0 − $60 = −$60

KeptFee

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