Compare · 2 funds side by side · dividends reinvested

DFIS and FKU

DFISDimensional×FKUFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,891FKU · best of the two

02 / 04

DFIS and FKU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.66%+14.5%+23.0%+26.9%+9.7%−14.2%18.3%$36M1.4

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.19%+12.1%+18.1%+23.1%[…]−12.5%15.5%$5.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFIS 2022 · FKU 2012

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Small Cap ETF · $5.8B[…]

DFIS

FKU

First Trust United Kingdom AlphaDEX Fund · $36M$15,891

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

DFISMeasureFKU

+12.1%Year to dateJan 1 → Nov 4+14.5%

+18.1%1 yearTotal return+23.0%

+23.1%3 years · per year$10,000 became $18,633 · $20,441+26.9%

[…]5 years · per year$10,000 became […] · $15,891+9.7%

0.39%Expense ratio$39 · $80 a year on $10k · lower is better0.80%

2.19%Trailing 12-mo yield$219 · $366 a year on $10k3.66%

−12.5%Worst dropSmaller is better−14.2%

15.5%VolatilityLower is calmer18.3%

DFISFKU Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4FKU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIS vs FKU: Top 5 Holdings

Today

DFIS

1.8%in top 5

FKU

in top 513.0%

DFISStockFKU

not top 5SHEL.L2.8%

not top 5KGF.L2.7%

not top 5EZJ.L2.6%

not top 5CCC.L2.5%

not top 5SDLF.L2.4%

0.4%VACN.SWnot top 5

0.4%ORNBV.HEnot top 5

0.4%QIA.DEnot top 5

0.3%PST.MInot top 5

0.3%FTT.TOnot top 5

Held in common2.9%

End-of-day Nov 4, 2026 · share of each fund

DFIS vs FKU Returns, Every Period

DimensionalDFIS

+18.1%

past year

FKUFirst Trust

+23.0%

past year

DFISFKUFaded: behind in that period

0–3FKU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFIS vs FKU

YTD

DimensionalDFIS

+12.1%

FKUFirst Trust

+14.5%

+12.1%Year to date+14.5%

−12.5%Worst drop · 1Y−14.2%

15.5%Volatility · 1Y18.3%

2.2%Yield3.7%

$5.8BAssets$35.8M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIS, FKU

Today

0.39%lowest, DFIS

FundExpense ratioFee$10k

DFIS0.39%$39

FKU0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFIS, FKU

3.66%highest, FKU

FundTrailing yieldYield$10k

FKU3.66%$366

DFIS2.19%$219

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$286most kept, FKU

FKU$366 − $80 = $286

DFIS$219 − $39 = $180

KeptFee

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

Overlap: DFIS, FKU

Today

2.9%most shared, DFIS and FKU

DFISFKU

DFIS—2.9%

FKU2.9%—

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

Return vs Bumpiness: 2 ETFs

+23.0%FKU, at 18.3% volatility

DFISWorst drop−12.5%15.5% vol

FKUWorst drop−14.2%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FKUDFIS

+14.5%Year to date+12.1%

3.7%Yield2.2%

+23.0%Past year+18.1%

0.80%Fee0.39%

3–1FKU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026