FXU vs SPYM

AFXU

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,625FXU · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income2.32%FXU · $232 on $10k

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

Held in common2.3%FXU and SPYM

FXU

SPYM

First Trust Utilities AlphaDEX Fund · $776MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.1%3 years · per year$18,195 · $18,082+21.8%

+12.0%5 years · per year$17,625 · $17,192+11.4%

0.61%Expense ratio$61 · $2 on $10k · lower wins0.02%

2.32%12-mo yield$232 · $105 on $10k1.05%

−14.0%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · SPYM

1.8%NEE0.3%

1.7%SO0.2%

4.3%DUK0.2%

0.9%WM0.1%

Held in common2.3%

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%	$776M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

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%	$776M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

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 SPYM

FXU

First Trust Utilities AlphaDEX Fund

$17,625

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFXUSPYM

Fee0.61%0.02%

Cost on $10k a year$61$2

Yield2.32%1.05%

5 years, per year+12.0%+11.4%

3 years, per year+22.1%+21.8%

Worst drop · 1Y−14.0%−8.9%

Volatility · 1Y14.3%13.6%

3–3measures won
level

2.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FXU, SPYM

Today

2.3%most shared, FXU and SPYM

FXUSPYM

FXU—2.3%

SPYM2.3%—

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

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

SPYM$105 − $2 = $103

KeptFee

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