FXL vs IYW

AFXL

BIYW

Measures won1–5IYW wins · of 6 · 5Y

$10,000 · 5Y$22,539IYW · FXL $15,005

Lowest cost0.37%IYW · $37 on $10k

Most income0.10%IYW · $10 on $10k

Smallest drop−15.3%FXL · worst fall in 1Y

Held in common29.5%FXL and IYW

FXL

IYW

First Trust Technology AlphaDEX Fund · $2.5BiShares U.S. Technology ETF · $22.6B

+23.1%3 years · per year$18,639 · $23,512+33.0%

+8.5%5 years · per year$15,005 · $22,539+17.6%

0.60%Expense ratio$60 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $10 on $10k0.10%

−15.3%Worst dropSmaller wins−16.8%

27.8%VolatilityLower wins25.0%

1–5IYW wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXL · IYW

1.4%AAPL18.8%

1.4%PANW1.4%

1.4%CRWD1.2%

1.1%META3.4%

Held in common29.5%

End-of-day Nov 6, 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	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$22.6B
2	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$22.6B
2	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXL vs IYW

FXL

First Trust Technology AlphaDEX Fund

$15,005

IYW

iShares U.S. Technology

$22,539

MeasureFXLIYW

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield0.00%0.10%

5 years, per year+8.5%+17.6%

3 years, per year+23.1%+33.0%

Worst drop · 1Y−15.3%−16.8%

Volatility · 1Y27.8%25.0%

5–1measures won
IYW first

29.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FXL, IYW

Today

29.5%most shared, FXL and IYW

FXLIYW

FXL—29.5%

IYW29.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee