FXZ vs VGT

AFXZ

BVGT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,281VGT · FXZ $13,951

Lowest cost0.09%VGT · $9 on $10k

Most income1.33%FXZ · $133 on $10k

Smallest drop−15.2%FXZ · worst fall in 1Y

Held in common0.0%FXZ and VGT

FXZ

VGT

First Trust Materials AlphaDEX Fund · $355MVanguard Information Technology ETF · $155B

+10.2%3 years · per year$13,399 · $21,584+29.2%

+6.9%5 years · per year$13,951 · $21,281+16.3%

0.64%Expense ratio$64 · $9 on $10k · lower wins0.09%

1.33%12-mo yield$133 · $42 on $10k0.42%

−15.2%Worst dropSmaller wins−17.5%

23.6%VolatilityLower wins26.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXZ · VGT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
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	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
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 VGT

FXZ

First Trust Materials AlphaDEX Fund

$13,951

VGT

Vanguard Information Technology

$21,281

MeasureFXZVGT

Fee0.64%0.09%

Cost on $10k a year$64$9

Yield1.33%0.42%

5 years, per year+6.9%+16.3%

3 years, per year+10.2%+29.2%

Worst drop · 1Y−15.2%−17.5%

Volatility · 1Y23.6%26.6%

3–3measures won
level

0.0%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

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

Overlap: FXZ, VGT

Today

0.0%most shared, FXZ and VGT

FXZVGT

FXZ—0.0%

VGT0.0%—

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

Income After Fees on $10,000

$69most kept, FXZ

FXZ$133 − $64 = $69

VGT$42 − $9 = $33

KeptFee

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