FXL vs IJS

AFXL

BIJS

Measures won2–4IJS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · FXL $16,225

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−9.3%IJS · 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 · $7.8B

+26.0%3 years · per year$20,022 · $17,153+19.7%

+10.2%5 years · per year$16,225 · $14,359+7.5%

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

0.00%12-mo yield$0 · $137 on $10k1.37%

−15.2%Worst dropSmaller wins−9.3%

27.2%VolatilityLower wins15.9%

2–4IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXL · IJS

2.0%EPAM0.8%

1.8%MBGL0.3%

0.3%MTCH0.9%

1.5%PPLI0.3%

Held in common1.9%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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 IJS

FXL

First Trust Technology AlphaDEX Fund

$16,225

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureFXLIJS

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.00%1.37%

5 years, per year+10.2%+7.5%

3 years, per year+26.0%+19.7%

Worst drop · 1Y−15.2%−9.3%

Volatility · 1Y27.2%15.9%

4–2measures won
IJS first

1.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: FXL, IJS, VUG

Today

16.9%most shared, FXL and VUG

FXLIJSVUG

FXL—1.9%16.9%

IJS1.9%—0.0%

VUG16.9%0.0%—

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

Income After Fees on $10,000

$119most kept, IJS

IJS$137 − $18 = $119

VUG$40 − $3 = $37

FXL$0 − $60 = −$60

KeptFee

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