FXR vs SHPP

AFXR

BSHPP

Measures won1–3SHPP wins · of 6 · 5Y

$10,000 · 5Y$15,574FXR

Lowest cost0.60%FXR · $60 on $10k

Most income2.95%SHPP · $295 on $10k

Smallest drop−11.1%SHPP · worst fall in 1Y

Held in common7.3%FXR and SHPP

FXR

SHPP

First Trust Industrials/Producer Durables AlphaDEX Fund · $726MPacer Industrials and Logistics ETF · $2M

+19.3%3 years · per year$16,980 · $16,259+17.6%

+9.3%5 years · per year$15,574 · […][…]

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

0.74%12-mo yield$74 · $295 on $10k2.95%

−13.7%Worst dropSmaller wins−11.1%

19.2%VolatilityLower wins15.6%

1–3SHPP wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXR · SHPP

1.1%FDX3.9%

0.9%FDXF1.0%

0.7%UPS4.3%

0.6%ROK2.6%

Held in common7.3%

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	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
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk		0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M

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	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
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk		0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M

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 SHPP

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

$15,574

SHPP

Pacer Industrials and Logistics

[…]

MeasureFXRSHPP

Fee0.60%0.60%

Cost on $10k a year$60$60

Yield0.74%2.95%

5 years, per year+9.3%[…]

3 years, per year+19.3%+17.6%

Worst drop · 1Y−13.7%−11.1%

Volatility · 1Y19.2%15.6%

3–1measures won
SHPP first

7.3%

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, SHPP

Today

7.3%most shared, FXR and SHPP

FXRSHPP

FXR—7.3%

SHPP7.3%—

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

Income After Fees on $10,000

$235most kept, SHPP

SHPP$295 − $60 = $235

FXR$74 − $60 = $14

KeptFee

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