FXR vs SPY

AFXR

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FXR $14,846

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common7.8%FXR and SPY

FXR

SPY

First Trust Industrials/Producer Durables AlphaDEX Fund · $726MState Street SPDR S&P 500 ETF · $805B

+17.8%3 years · per year$16,343 · $18,174+22.0%

+8.2%5 years · per year$14,846 · $17,099+11.3%

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

0.77%12-mo yield$77 · $103 on $10k1.03%

−13.7%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXR · SPY

0.7%V1.1%

0.5%MA0.8%

0.4%CAT0.4%

0.3%GEV0.3%

Held in common7.8%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFXR	First Trust Industrials/Producer Durables AlphaDEX FundRead Desk		0.60%	0.77%	−3.2%	+8.8%	+13.5%	+17.8%	+8.2%	−13.7%	$726M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFXR	First Trust Industrials/Producer Durables AlphaDEX FundRead Desk		0.60%	0.77%	−3.2%	+8.8%	+13.5%	+17.8%	+8.2%	−13.7%	$726M

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

Cards for this view

FXR vs SPY

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

$14,846

SPY

SPDR S&P 500

$17,099

MeasureFXRSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield0.77%1.03%

5 years, per year+8.2%+11.3%

3 years, per year+17.8%+22.0%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y19.5%13.6%

6–0measures won
SPY first

7.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FXR, SPY

Today

7.8%most shared, FXR and SPY

FXRSPY

FXR—7.8%

SPY7.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FXR$77 − $60 = $17

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee