IXC vs FXN

AIXC

BFXN

Measures won5–1IXC wins · of 6 · 5Y

$10,000 · 5Y$25,061IXC · FXN $21,042

Lowest cost0.08%XLF · $8 on $10k

Most income2.56%IXC · $256 on $10k

Smallest drop−13.4%FXN · worst fall in 1Y

Held in common32.5%IXC and FXN

IXC

FXN

iShares Global Energy ETF · $3.3BFirst Trust Energy AlphaDEX Fund · $394M

+20.1%3 years · per year$17,316 · $14,991+14.4%

+20.2%5 years · per year$25,061 · $21,042+16.0%

0.37%Expense ratio$37 · $63 on $10k · lower wins0.63%

2.56%12-mo yield$256 · $175 on $10k1.75%

−15.4%Worst dropSmaller wins−13.4%

21.2%VolatilityLower wins23.6%

5–1IXC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · FXN

3.0%MPC4.1%

2.8%VLO3.8%

2.7%PSX4.0%

4.5%COP2.7%

Held in common32.5%

End-of-day Nov 3, 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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
2	BFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

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

All Three

5Y3 funds

#
1	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
2	BFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

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

Cards for this view

IXC vs FXN

IXC

iShares Global Energy

$25,061

FXN

First Trust Energy AlphaDEX Fund

$21,042

MeasureIXCFXN

Fee0.37%0.63%

Cost on $10k a year$37$63

Yield2.56%1.75%

5 years, per year+20.2%+16.0%

3 years, per year+20.1%+14.4%

Worst drop · 1Y−15.4%−13.4%

Volatility · 1Y21.2%23.6%

5–1measures won
IXC first

32.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IXC, FXN, XLF

Today

32.5%most shared, IXC and FXN

IXCFXNXLF

IXC—32.5%0.0%

FXN32.5%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$219most kept, IXC

IXC$256 − $37 = $219

XLF$144 − $8 = $136

FXN$175 − $63 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee