FXU vs JXI

AFXU

BJXI

Measures won2–4JXI wins · of 6 · 5Y

$10,000 · 5Y$17,545FXU · JXI $15,556

Lowest cost0.37%JXI · $37 on $10k

Most income2.47%JXI · $247 on $10k

Smallest drop−12.9%JXI · worst fall in 1Y

Held in common41.7%FXU and JXI

FXU

JXI

First Trust Utilities AlphaDEX Fund · $775MiShares Global Utilities ETF · $347M

+22.6%3 years · per year$18,450 · $16,914+19.1%

+11.9%5 years · per year$17,545 · $15,556+9.2%

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

2.32%12-mo yield$232 · $247 on $10k2.47%

−14.0%Worst dropSmaller wins−12.9%

14.2%VolatilityLower wins13.7%

2–4JXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · JXI

4.2%DUK4.5%

2.5%AEP3.2%

3.4%XEL2.3%

4.3%EXC2.2%

Held in common41.7%

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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.1%	+8.0%	+22.6%	+11.9%	−14.0%	$775M
2	BJXI	iShares Global Utilities ETFRead Desk		0.37%	2.47%	−0.6%	+6.6%	+6.1%	+19.1%	+9.2%	−12.9%	$347M

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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.1%	+8.0%	+22.6%	+11.9%	−14.0%	$775M
2	BJXI	iShares Global Utilities ETFRead Desk		0.37%	2.47%	−0.6%	+6.6%	+6.1%	+19.1%	+9.2%	−12.9%	$347M

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

FXU vs JXI

FXU

First Trust Utilities AlphaDEX Fund

$17,545

JXI

iShares Global Utilities

$15,556

MeasureFXUJXI

Fee0.61%0.37%

Cost on $10k a year$61$37

Yield2.32%2.47%

5 years, per year+11.9%+9.2%

3 years, per year+22.6%+19.1%

Worst drop · 1Y−14.0%−12.9%

Volatility · 1Y14.2%13.7%

4–2measures won
JXI first

41.7%

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: FXU, JXI

Today

41.7%most shared, FXU and JXI

FXUJXI

FXU—41.7%

JXI41.7%—

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

Income After Fees on $10,000

$210most kept, JXI

JXI$247 − $37 = $210

FXU$232 − $61 = $171

KeptFee

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