FXZ vs IYM

AFXZ

BIYM

Measures won1–5IYM wins · of 6 · 5Y

$10,000 · 5Y$15,014IYM · FXZ $13,951

Lowest cost0.37%IYM · $37 on $10k

Most income1.33%FXZ · $133 on $10k

Smallest drop−13.6%IYM · worst fall in 1Y

Held in common55.6%FXZ and IYM

FXZ

IYM

First Trust Materials AlphaDEX Fund · $355MiShares U.S. Basic Materials ETF · $1.2B

+10.2%3 years · per year$13,399 · $15,524+15.8%

+6.9%5 years · per year$13,951 · $15,014+8.5%

0.64%Expense ratio$64 · $37 on $10k · lower wins0.37%

1.33%12-mo yield$133 · $124 on $10k1.24%

−15.2%Worst dropSmaller wins−13.6%

23.6%VolatilityLower wins20.7%

1–5IYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXZ · IYM

5.1%NEM11.3%

4.8%AU3.6%

3.6%NUE4.1%

4.9%STLD2.8%

Held in common55.6%

End-of-day Nov 9, 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	BIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.24%	+2.9%	+21.3%	+34.3%	+15.8%	+8.5%	−13.6%	$1.2B
2	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.33%	+3.6%	+20.6%	+34.2%	+10.2%	+6.9%	−15.2%	$355M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.24%	+2.9%	+21.3%	+34.3%	+15.8%	+8.5%	−13.6%	$1.2B
2	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.33%	+3.6%	+20.6%	+34.2%	+10.2%	+6.9%	−15.2%	$355M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXZ vs IYM

FXZ

First Trust Materials AlphaDEX Fund

$13,951

IYM

iShares U.S. Basic Materials

$15,014

MeasureFXZIYM

Fee0.64%0.37%

Cost on $10k a year$64$37

Yield1.33%1.24%

5 years, per year+6.9%+8.5%

3 years, per year+10.2%+15.8%

Worst drop · 1Y−15.2%−13.6%

Volatility · 1Y23.6%20.7%

5–1measures won
IYM first

55.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FXZ, IYM

Today

55.6%most shared, FXZ and IYM

FXZIYM

FXZ—55.6%

IYM55.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, IYM

IYM$124 − $37 = $87

FXZ$133 − $64 = $69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee