FXN vs IXC

AFXN

BIXC

Measures won1–5IXC wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · FXN $20,547

Lowest cost0.37%IXC · $37 on $10k

Most income2.68%IXC · $268 on $10k

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

Held in common32.3%FXN and IXC

FXN

IXC

First Trust Energy AlphaDEX Fund · $388MiShares Global Energy ETF · $3.2B

+12.8%3 years · per year$14,346 · $16,552+18.3%

+15.5%5 years · per year$20,547 · $24,504+19.6%

0.63%Expense ratio$63 · $37 on $10k · lower wins0.37%

1.83%12-mo yield$183 · $268 on $10k2.68%

−13.4%Worst dropSmaller wins−15.4%

24.1%VolatilityLower wins21.7%

1–5IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXN · IXC

4.1%MPC3.0%

3.8%VLO2.8%

4.0%PSX2.7%

2.6%COP4.4%

Held in common32.3%

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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
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 IXC

FXN

First Trust Energy AlphaDEX Fund

$20,547

IXC

iShares Global Energy

$24,504

MeasureFXNIXC

Fee0.63%0.37%

Cost on $10k a year$63$37

Yield1.83%2.68%

5 years, per year+15.5%+19.6%

3 years, per year+12.8%+18.3%

Worst drop · 1Y−13.4%−15.4%

Volatility · 1Y24.1%21.7%

5–1measures won
IXC first

32.3%

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, IXC

Today

32.3%most shared, FXN and IXC

FXNIXC

FXN—32.3%

IXC32.3%—

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

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

FXN$183 − $63 = $120

KeptFee

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