FXR vs IYT

AFXR

BIYT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,298FXR · IYT $12,909

Lowest cost0.37%IYT · $37 on $10k

Most income0.92%IYT · $92 on $10k

Smallest drop−12.6%IYT · worst fall in 1Y

Held in common8.1%FXR and IYT

FXR

IYT

First Trust Industrials/Producer Durables AlphaDEX Fund · $724MiShares U.S. Transportation ETF · $2.0B

+19.6%3 years · per year$17,111 · $16,174+17.4%

+8.9%5 years · per year$15,298 · $12,909+5.2%

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

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

−13.7%Worst dropSmaller wins−12.6%

19.3%VolatilityLower wins20.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXR · IYT

1.1%FDX4.5%

1.0%R1.5%

0.9%FDXF2.1%

0.9%KEX1.0%

Held in common8.1%

End-of-day Nov 3, 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	AFXR	First Trust Industrials/Producer Durables AlphaDEX FundRead Desk		0.60%	0.74%	+0.3%	+12.2%	+14.8%	+19.6%	+8.9%	−13.7%	$724M
2	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.92%	−0.5%	+11.8%	+15.4%	+17.4%	+5.2%	−12.6%	$2.0B

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

Both

5Y2 funds

#			Trend
1	AFXR	First Trust Industrials/Producer Durables AlphaDEX FundRead Desk		0.60%	0.74%	+0.3%	+12.2%	+14.8%	+19.6%	+8.9%	−13.7%	$724M
2	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.92%	−0.5%	+11.8%	+15.4%	+17.4%	+5.2%	−12.6%	$2.0B

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

Cards for this view

FXR vs IYT

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

$15,298

IYT

iShares U.S. Transportation

$12,909

MeasureFXRIYT

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield0.74%0.92%

5 years, per year+8.9%+5.2%

3 years, per year+19.6%+17.4%

Worst drop · 1Y−13.7%−12.6%

Volatility · 1Y19.3%20.1%

3–3measures won
level

8.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FXR, IYT

Today

8.1%most shared, FXR and IYT

FXRIYT

FXR—8.1%

IYT8.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$55most kept, IYT

IYT$92 − $37 = $55

FXR$74 − $60 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee