FXN vs XLE

AFXN

BXLE

Measures won1–5XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · FXN $20,547

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common43.1%FXN and XLE

FXN

XLE

First Trust Energy AlphaDEX Fund · $388MState Street Energy Select Sector SPDR ETF · $44.1B

+12.8%3 years · per year$14,346 · $15,905+16.7%

+15.5%5 years · per year$20,547 · $25,404+20.5%

0.63%Expense ratio$63 · $8 on $10k · lower wins0.08%

1.83%12-mo yield$183 · $247 on $10k2.47%

−13.4%Worst dropSmaller wins−15.0%

24.1%VolatilityLower wins23.3%

1–5XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXN · XLE

4.0%PSX4.6%

3.9%MPC4.5%

3.7%VLO4.3%

3.4%EOG4.0%

Held in common43.1%

End-of-day Nov 5, 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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXN vs XLE

FXN

First Trust Energy AlphaDEX Fund

$20,547

XLE

Energy Select Sector SPDR

$25,404

MeasureFXNXLE

Fee0.63%0.08%

Cost on $10k a year$63$8

Yield1.83%2.47%

5 years, per year+15.5%+20.5%

3 years, per year+12.8%+16.7%

Worst drop · 1Y−13.4%−15.0%

Volatility · 1Y24.1%23.3%

5–1measures won
XLE first

43.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FXN, XLE

Today

43.1%most shared, FXN and XLE

FXNXLE

FXN—43.1%

XLE43.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FXN$183 − $63 = $120

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee