FXN vs XOP

AFXN

BXOP

Measures won5–1FXN wins · of 6 · 5Y

$10,000 · 5Y$19,928FXN · XOP $18,421

Lowest cost0.35%XOP · $35 on $10k

Most income1.89%FXN · $189 on $10k

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

Held in common56.5%FXN and XOP

FXN

XOP

First Trust Energy AlphaDEX Fund · $370MState Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.1B

+11.2%3 years · per year$13,762 · $12,853+8.7%

+14.8%5 years · per year$19,928 · $18,421+13.0%

0.63%Expense ratio$63 · $35 on $10k · lower wins0.35%

1.89%12-mo yield$189 · $180 on $10k1.80%

−13.4%Worst dropSmaller wins−18.5%

24.3%VolatilityLower wins30.1%

5–1FXN wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXN · XOP

5.6%RRC3.6%

3.5%EOG2.9%

3.4%APA2.9%

4.0%PSX2.8%

Held in common56.5%

End-of-day Nov 6, 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	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.89%	+0.4%	+37.2%	+44.0%	+11.2%	+14.8%	−13.4%	$370M
2	BXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.80%	−0.2%	+39.4%	+42.1%	+8.7%	+13.0%	−18.5%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.89%	+0.4%	+37.2%	+44.0%	+11.2%	+14.8%	−13.4%	$370M
2	BXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.80%	−0.2%	+39.4%	+42.1%	+8.7%	+13.0%	−18.5%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXN vs XOP

FXN

First Trust Energy AlphaDEX Fund

$19,928

XOP

SPDR S&P Oil & Gas Exploration & Production

$18,422

MeasureFXNXOP

Fee0.63%0.35%

Cost on $10k a year$63$35

Yield1.89%1.80%

5 years, per year+14.8%+13.0%

3 years, per year+11.2%+8.7%

Worst drop · 1Y−13.4%−18.5%

Volatility · 1Y24.3%30.1%

5–1measures won
FXN first

56.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FXN, XOP

Today

56.5%most shared, FXN and XOP

FXNXOP

FXN—56.5%

XOP56.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, XOP

XOP$180 − $35 = $145

FXN$189 − $63 = $126

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee