FXU vs ZAP

AFXU

BZAP

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,862FXU

Lowest cost0.50%ZAP · $50 on $10k

Most income2.30%FXU · $230 on $10k

Smallest drop−13.0%ZAP · worst fall in 1Y

Held in common46.0%FXU and ZAP

FXU

ZAP

First Trust Utilities AlphaDEX Fund · $769MGlobal X - U.S. Electrification ETF · $445M

+22.8%3 years · per year$18,533 · […][…]

+12.3%5 years · per year$17,862 · […][…]

0.61%Expense ratio$61 · $50 on $10k · lower wins0.50%

2.30%12-mo yield$230 · $188 on $10k1.88%

−14.0%Worst dropSmaller wins−13.0%

14.3%VolatilityLower wins16.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · ZAP

4.3%EXC4.1%

4.2%DUK4.1%

4.3%ED4.1%

3.4%XEL4.0%

Held in common46.0%

End-of-day Nov 4, 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%	2.30%	+1.0%	+10.2%	+8.9%	+22.8%	+12.3%	−14.0%	$769M
2	BZAP	Global X - U.S. Electrification ETFRead Desk		0.50%	1.88%	−1.3%	+9.8%	+4.4%	new	new	−13.0%	$445M

End-of-day Nov 4, 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%	2.30%	+1.0%	+10.2%	+8.9%	+22.8%	+12.3%	−14.0%	$769M
2	BZAP	Global X - U.S. Electrification ETFRead Desk		0.50%	1.88%	−1.3%	+9.8%	+4.4%	new	new	−13.0%	$445M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXU vs ZAP

FXU

First Trust Utilities AlphaDEX Fund

$17,862

ZAP

Global X - U.S. Electrification

[…]

MeasureFXUZAP

Fee0.61%0.50%

Cost on $10k a year$61$50

Yield2.30%1.88%

5 years, per year+12.3%[…]

3 years, per year+22.8%[…]

Worst drop · 1Y−14.0%−13.0%

Volatility · 1Y14.3%16.6%

2–2measures won
level

46.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXU, ZAP

Today

46.0%most shared, FXU and ZAP

FXUZAP

FXU—46.0%

ZAP46.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$169most kept, FXU

FXU$230 − $61 = $169

ZAP$188 − $50 = $138

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee