FXU vs IDU

AFXU

BIDU

Measures won4–2FXU wins · of 6 · 5Y

$10,000 · 5Y$17,625FXU · IDU $14,961

Lowest cost0.37%IDU · $37 on $10k

Most income2.34%IDU · $234 on $10k

Smallest drop−14.0%FXU · worst fall in 1Y

Held in common57.6%FXU and IDU

FXU

IDU

First Trust Utilities AlphaDEX Fund · $751MiShares U.S. Utilities ETF · $1.4B

+22.1%3 years · per year$18,195 · $15,742+16.3%

+12.0%5 years · per year$17,625 · $14,961+8.4%

0.61%Expense ratio$61 · $37 on $10k · lower wins0.37%

2.32%12-mo yield$232 · $234 on $10k2.34%

−14.0%Worst dropSmaller wins−15.3%

14.3%VolatilityLower wins14.9%

4–2FXU wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · IDU

4.3%DUK6.3%

3.4%XEL3.1%

4.3%EXC3.0%

4.5%ED2.8%

Held in common57.6%

End-of-day Nov 6, 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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$751M
2	BIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.34%	−0.3%	+3.7%	+1.3%	+16.3%	+8.4%	−15.3%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$751M
2	BIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.34%	−0.3%	+3.7%	+1.3%	+16.3%	+8.4%	−15.3%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXU vs IDU

FXU

First Trust Utilities AlphaDEX Fund

$17,625

IDU

iShares U.S. Utilities

$14,961

MeasureFXUIDU

Fee0.61%0.37%

Cost on $10k a year$61$37

Yield2.32%2.34%

5 years, per year+12.0%+8.4%

3 years, per year+22.1%+16.3%

Worst drop · 1Y−14.0%−15.3%

Volatility · 1Y14.3%14.9%

4–1measures won
FXU first

57.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FXU, IDU

Today

57.6%most shared, FXU and IDU

FXUIDU

FXU—57.6%

IDU57.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, IDU

IDU$234 − $37 = $197

FXU$232 − $61 = $171

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee