FXN vs DBE

AFXN

BDBE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$22,698DBE · FXN $20,547

Lowest cost0.63%FXN · $63 on $10k

Most income1.88%DBE · $188 on $10k

Smallest drop−13.4%FXN · worst fall in 1Y

Held in common0.0%FXN and DBE

FXN

DBE

First Trust Energy AlphaDEX Fund · $388MInvesco DB Energy Fund · $142M

+12.8%3 years · per year$14,346 · $18,276+22.3%

+15.5%5 years · per year$20,547 · $22,698+17.8%

0.63%Expense ratio$63 · $79 on $10k · lower wins0.79%

1.83%12-mo yield$183 · $188 on $10k1.88%

−13.4%Worst dropSmaller wins−24.7%

24.1%VolatilityLower wins41.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXN · DBE

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	BDBE	Invesco DB Energy FundRead Desk		0.79%	1.88%	−7.1%	+105.2%	+93.4%	+22.3%	+17.8%	−24.7%	$142M
2	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M

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	BDBE	Invesco DB Energy FundRead Desk		0.79%	1.88%	−7.1%	+105.2%	+93.4%	+22.3%	+17.8%	−24.7%	$142M
2	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M

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

FXN vs DBE

FXN

First Trust Energy AlphaDEX Fund

$20,547

DBE

Invesco DB Energy Fund

$22,698

MeasureFXNDBE

Fee0.63%0.79%

Cost on $10k a year$63$79

Yield1.83%1.88%

5 years, per year+15.5%+17.8%

3 years, per year+12.8%+22.3%

Worst drop · 1Y−13.4%−24.7%

Volatility · 1Y24.1%41.3%

3–3measures won
level

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: FXN, DBE

Today

0.0%most shared, FXN and DBE

FXNDBE

FXN—0.0%

DBE0.0%—

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

Income After Fees on $10,000

$120most kept, FXN

FXN$183 − $63 = $120

DBE$188 − $79 = $109

KeptFee

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