FXU vs UTES

AFXU

BUTES

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,089UTES · FXU $17,545

Lowest cost0.49%UTES · $49 on $10k

Most income2.32%FXU · $232 on $10k

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

Held in common35.4%FXU and UTES

FXU

UTES

First Trust Utilities AlphaDEX Fund · $775MVirtus Reaves Utilities ETF · $1.2B

+22.6%3 years · per year$18,450 · $19,515+25.0%

+11.9%5 years · per year$17,545 · $19,089+13.8%

0.61%Expense ratio$61 · $49 on $10k · lower wins0.49%

2.32%12-mo yield$232 · $160 on $10k1.60%

−14.0%Worst dropSmaller wins−17.6%

14.2%VolatilityLower wins22.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · UTES

3.4%XEL7.3%

3.4%AEE4.1%

3.5%PNW3.1%

3.3%EVRG2.8%

Held in common35.4%

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	BUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
2	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

Both

5Y2 funds

#			Trend
1	BUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
2	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 UTES

FXU

First Trust Utilities AlphaDEX Fund

$17,545

UTES

Virtus Reaves Utilities

$19,089

MeasureFXUUTES

Fee0.61%0.49%

Cost on $10k a year$61$49

Yield2.32%1.60%

5 years, per year+11.9%+13.8%

3 years, per year+22.6%+25.0%

Worst drop · 1Y−14.0%−17.6%

Volatility · 1Y14.2%22.4%

3–3measures won
level

35.4%

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, UTES

Today

35.4%most shared, FXU and UTES

FXUUTES

FXU—35.4%

UTES35.4%—

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

UTES$160 − $49 = $111

KeptFee

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