FXU vs VPU

AFXU

BVPU

Measures won4–2FXU wins · of 6 · 5Y

$10,000 · 5Y$17,625FXU · VPU $14,847

Lowest cost0.09%VPU · $9 on $10k

Most income2.79%VPU · $279 on $10k

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

Held in common55.0%FXU and VPU

FXU

VPU

First Trust Utilities AlphaDEX Fund · $776MVanguard Utilities ETF · $7.7B

+22.1%3 years · per year$18,195 · $15,669+16.1%

+12.0%5 years · per year$17,625 · $14,847+8.2%

0.61%Expense ratio$61 · $9 on $10k · lower wins0.09%

2.32%12-mo yield$232 · $279 on $10k2.79%

−14.0%Worst dropSmaller wins−15.6%

14.3%VolatilityLower wins15.4%

4–2FXU wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · VPU

4.3%DUK6.4%

3.4%XEL3.2%

4.3%EXC3.0%

4.5%ED2.7%

Held in common55.0%

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	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.79%	−0.2%	+2.9%	−0.5%	+16.1%	+8.2%	−15.6%	$7.7B

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	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.79%	−0.2%	+2.9%	−0.5%	+16.1%	+8.2%	−15.6%	$7.7B

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 VPU

FXU

First Trust Utilities AlphaDEX Fund

$17,625

VPU

Vanguard Utilities

$14,847

MeasureFXUVPU

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield2.32%2.79%

5 years, per year+12.0%+8.2%

3 years, per year+22.1%+16.1%

Worst drop · 1Y−14.0%−15.6%

Volatility · 1Y14.3%15.4%

4–2measures won
FXU first

55.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FXU, VPU

Today

55.0%most shared, FXU and VPU

FXUVPU

FXU—55.0%

VPU55.0%—

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

Income After Fees on $10,000

$270most kept, VPU

VPU$279 − $9 = $270

FXU$232 − $61 = $171

KeptFee

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