FXN vs IXC5YFXNFXNAvsBIXCIXCFirst Trust Energy AlphaDEX Fund · $434MiShares Global Energy ETF · $2.6BReturns · dividends in+14.7%3 years · per year$15,103 · $17,175+19.8%+15.6%5 years · per year$20,660 · $24,766+19.9%Cost and income0.63%Expense ratio$63 · $37 on $10k · lower wins0.37%1.79%12-mo yield$179 · $265 on $10k
Overlap: FXN, IXC, XLFToday32.4%most shared, FXN and IXCFXNIXCXLFFXN—32.4%0.0%IXC32.4%—0.0%XLF0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FXN vs IXC5YAFXNFirst Trust Energy AlphaDEX Fund$20,660vsIXCBiShares Global Energy$24,766$10k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIXCiShares Global Energy ETFReadDesk0.37%2.65%+0.8%+43.4%+42.8%+19.8%+19.9%−15.4%$2.6B2AFXNFirst Trust Energy AlphaDEX FundReadDesk0.63%1.79%+1.1%+44.5%+45.8%+14.7%+15.6%−13.4%$434M3XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.41%+0.8%+8.5%+11.1%+22.2%+9.8%−14.8%$54.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIXCiShares Global Energy ETFReadDesk0.37%2.65%+0.8%+43.4%+42.8%+19.8%+19.9%−15.4%$2.6B2AFXNFirst Trust Energy AlphaDEX FundReadDesk0.63%1.79%+1.1%+44.5%+45.8%+14.7%+15.6%−13.4%$434M3XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.41%+0.8%+8.5%+11.1%+22.2%+9.8%−14.8%$54.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: FXN, IXC, XLFToday32.4%most shared, FXN and IXCFXNIXCXLFFXN—32.4%0.0%IXC32.4%—0.0%XLF0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$228most kept, IXCIXC$265 − $37 = $228XLF$141 − $8 = $133FXN$179 − $63 = $116KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee