FXN vs SPYM

AFXN

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$21,042FXN · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.75%FXN · $175 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common3.8%FXN and SPYM

FXN

SPYM

First Trust Energy AlphaDEX Fund · $394MState Street SPDR Portfolio S&P 500 ETF · $185B

+14.4%3 years · per year$14,991 · $19,092+24.1%

+16.0%5 years · per year$21,042 · $17,749+12.2%

0.63%Expense ratio$63 · $2 on $10k · lower wins0.02%

1.75%12-mo yield$175 · $103 on $10k1.03%

−13.4%Worst dropSmaller wins−8.9%

23.6%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXN · SPYM

2.5%XOM1.1%

2.5%CVX0.7%

2.7%COP0.3%

4.1%MPC0.2%

Held in common3.8%

End-of-day Nov 3, 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	AFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

All Three

5Y3 funds

#
1	AFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

FXN vs SPYM

FXN

First Trust Energy AlphaDEX Fund

$21,042

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureFXNSPYM

Fee0.63%0.02%

Cost on $10k a year$63$2

Yield1.75%1.03%

5 years, per year+16.0%+12.2%

3 years, per year+14.4%+24.1%

Worst drop · 1Y−13.4%−8.9%

Volatility · 1Y23.6%12.7%

4–2measures won
SPYM first

3.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FXN, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FXNSPYMSPY

FXN—3.8%3.8%

SPYM3.8%—99.9%

SPY3.8%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, FXN

FXN$175 − $63 = $112

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee