WISE vs FXH

AWISE

BFXH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,399FXH

Lowest cost0.35%WISE · $35 on $10k

Most income5.33%WISE · $533 on $10k

Smallest drop−12.2%FXH · worst fall in 1Y

Held in common2.4%WISE and FXH

WISE

FXH

Themes Generative Artificial Intelligence ETF · $22MFirst Trust Health Care AlphaDEX Fund · $1.2B

[…]3 years · per year[…] · $16,244+17.6%

[…]5 years · per year[…] · $12,399+4.4%

0.35%Expense ratio$35 · $61 on $10k · lower wins0.61%

5.33%12-mo yield$533 · $51 on $10k0.51%

−33.3%Worst dropSmaller wins−12.2%

35.2%VolatilityLower wins16.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsWISE · FXH

5.1%CAI2.4%

Held in common2.4%

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

Both

5Y2 funds

#			Trend
1	BFXH	First Trust Health Care AlphaDEX FundRead Desk		0.61%	0.51%	+4.1%	+26.8%	+29.8%	+17.6%	+4.4%	−12.2%	$1.2B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.33%	−0.7%	−22.7%	−32.6%	new	new	−33.3%	$22M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFXH	First Trust Health Care AlphaDEX FundRead Desk		0.61%	0.51%	+4.1%	+26.8%	+29.8%	+17.6%	+4.4%	−12.2%	$1.2B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.33%	−0.7%	−22.7%	−32.6%	new	new	−33.3%	$22M

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

WISE vs FXH

WISE

Themes Generative Artificial Intelligence

[…]

FXH

First Trust Health Care AlphaDEX Fund

$12,399

MeasureWISEFXH

Fee0.35%0.61%

Cost on $10k a year$35$61

Yield5.33%0.51%

5 years, per year[…]+4.4%

3 years, per year[…]+17.6%

Worst drop · 1Y−33.3%−12.2%

Volatility · 1Y35.2%16.4%

2–2measures won
level

2.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WISE, FXH

Today

2.4%most shared, WISE and FXH

WISEFXH

WISE—2.4%

FXH2.4%—

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

Income After Fees on $10,000

$498most kept, WISE

WISE$533 − $35 = $498

FXH$51 − $61 = −$10

KeptFee

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