FXU vs SPYM

AFXU

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income2.32%FXU · $232 on $10k

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

Held in common2.2%FXU and SPYM

FXU

SPYM

First Trust Utilities AlphaDEX Fund · $775MState Street SPDR Portfolio S&P 500 ETF · $185B

+22.6%3 years · per year$18,450 · $19,092+24.1%

+11.9%5 years · per year$17,545 · $17,749+12.2%

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

2.32%12-mo yield$232 · $103 on $10k1.03%

−14.0%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXU · SPYM

1.7%NEE0.3%

1.7%SO0.2%

4.2%DUK0.1%

0.8%CEG0.1%

Held in common2.2%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AFXU	First Trust Utilities AlphaDEX FundRead Desk	0.61%	2.32%	−0.8%	+9.1%	+8.0%	+22.6%	+11.9%	−14.0%	$775M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AFXU	First Trust Utilities AlphaDEX FundRead Desk	0.61%	2.32%	−0.8%	+9.1%	+8.0%	+22.6%	+11.9%	−14.0%	$775M

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 SPYM

FXU

First Trust Utilities AlphaDEX Fund

$17,545

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureFXUSPYM

Fee0.61%0.02%

Cost on $10k a year$61$2

Yield2.32%1.03%

5 years, per year+11.9%+12.2%

3 years, per year+22.6%+24.1%

Worst drop · 1Y−14.0%−8.9%

Volatility · 1Y14.2%12.7%

5–1measures won
SPYM first

2.2%

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

Overlap: FXU, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FXUSPYMSPY

FXU—2.2%2.2%

SPYM2.2%—99.9%

SPY2.2%99.9%—

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

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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