IXC vs FXN

AIXC

BFXN

Measures won5–1IXC wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · XLK $23,003

Lowest cost0.08%XLK · $8 on $10k

Most income2.68%IXC · $268 on $10k

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

Held in common32.3%IXC and FXN

IXC

FXN

iShares Global Energy ETF · $3.2BFirst Trust Energy AlphaDEX Fund · $388M

+18.3%3 years · per year$16,552 · $14,346+12.8%

+19.6%5 years · per year$24,504 · $20,547+15.5%

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

2.68%12-mo yield$268 · $183 on $10k1.83%

−15.4%Worst dropSmaller wins−13.4%

21.7%VolatilityLower wins24.1%

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%

4.4%COP2.6%

Held in common32.3%

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

All Three

5Y3 funds

#
1	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.47%	0.0%	+23.0%	+17.5%	+30.2%	+18.1%	−15.9%	$117.1B
3	BFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M

End-of-day Nov 4, 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%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.47%	0.0%	+23.0%	+17.5%	+30.2%	+18.1%	−15.9%	$117.1B
3	BFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M

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

IXC vs FXN

IXC

iShares Global Energy

$24,504

FXN

First Trust Energy AlphaDEX Fund

$20,547

MeasureIXCFXN

Fee0.37%0.63%

Cost on $10k a year$37$63

Yield2.68%1.83%

5 years, per year+19.6%+15.5%

3 years, per year+18.3%+12.8%

Worst drop · 1Y−15.4%−13.4%

Volatility · 1Y21.7%24.1%

5–1measures won
IXC first

32.3%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

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

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

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

Overlap: IXC, FXN, XLK

Today

32.3%most shared, IXC and FXN

IXCFXNXLK

IXC—32.3%0.0%

FXN32.3%—0.1%

XLK0.0%0.1%—

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

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

FXN$183 − $63 = $120

XLK$47 − $8 = $39

KeptFee

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