FXR vs XLI

AFXR

BXLI

Measures won0–6XLI wins · of 6 · 5Y

$10,000 · 5Y$17,687XLI · FXR $15,298

Lowest cost0.08%XLI · $8 on $10k

Most income1.10%XLI · $110 on $10k

Smallest drop−12.2%XLI · worst fall in 1Y

Held in common22.9%FXR and XLI

FXR

XLI

First Trust Industrials/Producer Durables AlphaDEX Fund · $724MState Street Industrial Select Sector SPDR ETF · $31.5B

+19.6%3 years · per year$17,111 · $18,519+22.8%

+8.9%5 years · per year$15,298 · $17,687+12.1%

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

0.74%12-mo yield$74 · $110 on $10k1.10%

−13.7%Worst dropSmaller wins−12.2%

19.3%VolatilityLower wins17.3%

0–6XLI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXR · XLI

1.1%FDX1.3%

1.0%HON1.3%

1.0%PWR1.8%

0.9%NOC1.4%

Held in common22.9%

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	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
2	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

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	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
2	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

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 XLI

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

$15,298

XLI

Industrial Select Sector SPDR

$17,687

MeasureFXRXLI

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield0.74%1.10%

5 years, per year+8.9%+12.1%

3 years, per year+19.6%+22.8%

Worst drop · 1Y−13.7%−12.2%

Volatility · 1Y19.3%17.3%

6–0measures won
XLI first

22.9%

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, XLI

Today

22.9%most shared, FXR and XLI

FXRXLI

FXR—22.9%

XLI22.9%—

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

Income After Fees on $10,000

$102most kept, XLI

XLI$110 − $8 = $102

FXR$74 − $60 = $14

KeptFee

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