FXO vs IYF

AFXO

BIYF

Measures won4–2FXO wins · of 6 · 5Y

$10,000 · 5Y$16,016IYF · FXO $15,488

Lowest cost0.37%IYF · $37 on $10k

Most income2.16%FXO · $216 on $10k

Smallest drop−11.7%FXO · worst fall in 1Y

Held in common31.9%FXO and IYF

FXO

IYF

First Trust Financials AlphaDEX Fund · $1.1BiShares U.S. Financials ETF · $3.8B

+23.8%3 years · per year$18,985 · $18,869+23.6%

+9.1%5 years · per year$15,488 · $16,016+9.9%

0.60%Expense ratio$60 · $37 on $10k · lower wins0.37%

2.16%12-mo yield$216 · $147 on $10k1.47%

−11.7%Worst dropSmaller wins−13.9%

15.0%VolatilityLower wins15.1%

4–2FXO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXO · IYF

1.8%BRK-B12.9%

1.3%PGR2.1%

1.3%TRV1.3%

1.9%ALL1.0%

Held in common31.9%

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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B
2	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.16%	−0.8%	+9.2%	+15.0%	+23.8%	+9.1%	−11.7%	$1.1B

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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B
2	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.16%	−0.8%	+9.2%	+15.0%	+23.8%	+9.1%	−11.7%	$1.1B

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

FXO vs IYF

FXO

First Trust Financials AlphaDEX Fund

$15,488

IYF

iShares U.S. Financials

$16,016

MeasureFXOIYF

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield2.16%1.47%

5 years, per year+9.1%+9.9%

3 years, per year+23.8%+23.6%

Worst drop · 1Y−11.7%−13.9%

Volatility · 1Y15.0%15.1%

4–2measures won
FXO first

31.9%

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: FXO, IYF

Today

31.9%most shared, FXO and IYF

FXOIYF

FXO—31.9%

IYF31.9%—

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

Income After Fees on $10,000

$156most kept, FXO

FXO$216 − $60 = $156

IYF$147 − $37 = $110

KeptFee

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