FXO vs VFH

AFXO

BVFH

Measures won5–1FXO wins · of 6 · 5Y

$10,000 · 5Y$15,488FXO · VFH $15,375

Lowest cost0.09%VFH · $9 on $10k

Most income2.16%FXO · $216 on $10k

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

Held in common25.5%FXO and VFH

FXO

VFH

First Trust Financials AlphaDEX Fund · $1.1BVanguard Financials ETF · $12.7B

+23.8%3 years · per year$18,985 · $18,635+23.1%

+9.1%5 years · per year$15,488 · $15,375+9.0%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

2.16%12-mo yield$216 · $170 on $10k1.70%

−11.7%Worst dropSmaller wins−14.7%

15.0%VolatilityLower wins15.4%

5–1FXO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXO · VFH

1.8%BRK-B8.3%

1.3%PGR1.4%

1.0%CB1.3%

1.3%TRV0.9%

Held in common25.5%

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	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
2	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.70%	−0.6%	+5.2%	+10.1%	+23.1%	+9.0%	−14.7%	$12.7B

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	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
2	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.70%	−0.6%	+5.2%	+10.1%	+23.1%	+9.0%	−14.7%	$12.7B

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 VFH

FXO

First Trust Financials AlphaDEX Fund

$15,488

VFH

Vanguard Financials

$15,375

MeasureFXOVFH

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield2.16%1.70%

5 years, per year+9.1%+9.0%

3 years, per year+23.8%+23.1%

Worst drop · 1Y−11.7%−14.7%

Volatility · 1Y15.0%15.4%

5–1measures won
FXO first

25.5%

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: FXO, VFH

Today

25.5%most shared, FXO and VFH

FXOVFH

FXO—25.5%

VFH25.5%—

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

Income After Fees on $10,000

$161most kept, VFH

VFH$170 − $9 = $161

FXO$216 − $60 = $156

KeptFee

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