FXR vs FIDU

AFXR

BFIDU

Measures won0–6FIDU wins · of 6 · 5Y

$10,000 · 5Y$17,532FIDU · FXR $15,574

Lowest cost0.08%FIDU · $8 on $10k

Most income0.92%FIDU · $92 on $10k

Smallest drop−12.4%FIDU · worst fall in 1Y

Held in common28.1%FXR and FIDU

FXR

FIDU

First Trust Industrials/Producer Durables AlphaDEX Fund · $726MFidelity MSCI Industrials Index ETF · $2.3B

+19.3%3 years · per year$16,980 · $17,986+21.6%

+9.3%5 years · per year$15,574 · $17,532+11.9%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

0.74%12-mo yield$74 · $92 on $10k0.92%

−13.7%Worst dropSmaller wins−12.4%

19.2%VolatilityLower wins18.4%

0–6FIDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXR · FIDU

1.0%HON1.1%

1.1%FDX1.0%

1.0%PWR1.5%

0.9%NOC1.1%

Held in common28.1%

End-of-day Nov 4, 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	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.92%	−1.3%	+9.5%	+9.4%	+21.6%	+11.9%	−12.4%	$2.3B
2	AFXR	First Trust Industrials/Producer Durables AlphaDEX FundRead Desk		0.60%	0.74%	+0.2%	+12.5%	+16.0%	+19.3%	+9.3%	−13.7%	$726M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.92%	−1.3%	+9.5%	+9.4%	+21.6%	+11.9%	−12.4%	$2.3B
2	AFXR	First Trust Industrials/Producer Durables AlphaDEX FundRead Desk		0.60%	0.74%	+0.2%	+12.5%	+16.0%	+19.3%	+9.3%	−13.7%	$726M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXR vs FIDU

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

$15,574

FIDU

Fidelity MSCI Industrials Index

$17,532

MeasureFXRFIDU

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield0.74%0.92%

5 years, per year+9.3%+11.9%

3 years, per year+19.3%+21.6%

Worst drop · 1Y−13.7%−12.4%

Volatility · 1Y19.2%18.4%

6–0measures won
FIDU first

28.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXR, FIDU

Today

28.1%most shared, FXR and FIDU

FXRFIDU

FXR—28.1%

FIDU28.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, FIDU

FIDU$92 − $8 = $84

FXR$74 − $60 = $14

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee