IJS vs FXL

AIJS

BFXL

Measures won4–2IJS wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · FXL $15,005

Lowest cost0.09%VGT · $9 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common2.2%IJS and FXL

IJS

FXL

iShares S&P Small-Cap 600 Value ETF · $7.5BFirst Trust Technology AlphaDEX Fund · $2.5B

+17.6%3 years · per year$16,272 · $18,639+23.1%

+6.4%5 years · per year$13,645 · $15,005+8.5%

0.18%Expense ratio$18 · $60 on $10k · lower wins0.60%

1.42%12-mo yield$142 · $0 on $10k0.00%

−9.3%Worst dropSmaller wins−15.3%

16.2%VolatilityLower wins27.8%

4–2IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · FXL

0.9%EPAM2.6%

0.4%MBGL2.0%

1.0%MTCH0.3%

0.3%PPLI1.7%

Held in common2.2%

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BFXL	First Trust Technology AlphaDEX FundRead Desk	0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.5B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BFXL	First Trust Technology AlphaDEX FundRead Desk	0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.5B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B

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

IJS vs FXL

IJS

iShares S&P Small-Cap 600 Value

$13,645

FXL

First Trust Technology AlphaDEX Fund

$15,005

MeasureIJSFXL

Fee0.18%0.60%

Cost on $10k a year$18$60

Yield1.42%0.00%

5 years, per year+6.4%+8.5%

3 years, per year+17.6%+23.1%

Worst drop · 1Y−9.3%−15.3%

Volatility · 1Y16.2%27.8%

4–2measures won
IJS first

2.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IJS, FXL, VGT

Today

26.5%most shared, FXL and VGT

IJSFXLVGT

IJS—2.2%2.1%

FXL2.2%—26.5%

VGT2.1%26.5%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

VGT$44 − $9 = $35

FXL$0 − $60 = −$60

KeptFee

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