Compare · 2 funds side by side · dividends reinvested

DFIS and FSZ

DFISDimensional×FSZFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,242FSZ · best of the two

02 / 04

DFIS and FSZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.27%+7.9%+15.0%+21.0%[…]−12.5%15.8%$5.7B1.3

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%2.00%+3.9%+10.3%+15.6%+5.8%−10.4%14.8%$37M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFIS 2022 · FSZ 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Switzerland AlphaDEX Fund · $37M$13,242

FSZ

DFIS

Dimensional - International Small Cap ETF · $5.7B[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FSZMeasureDFIS

+3.9%Year to dateJan 1 → Nov 6+7.9%

+10.3%1 yearTotal return+15.0%

+15.6%3 years · per year$10,000 became $15,435 · $17,712+21.0%

+5.8%5 years · per year$10,000 became $13,242 · […][…]

0.80%Expense ratio$80 · $39 a year on $10k · lower is better0.39%

2.00%Trailing 12-mo yield$200 · $227 a year on $10k2.27%

−10.4%Worst dropSmaller is better−12.5%

14.8%VolatilityLower is calmer15.8%

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

2–5DFIS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSZ vs DFIS: Top 5 Holdings

Today

FSZ

23.3%in top 5

DFIS

in top 51.7%

FSZStockDFIS

5.6%SUN.SWnot top 5

5.1%SREN.SWnot top 5

4.6%SDZ.SWnot top 5

4.1%VONN.SWnot top 5

3.9%SCMN.SWnot top 5

not top 5ORNBV.HE0.4%

not top 5QIA.DE0.4%

not top 5VACN.SW0.3%

not top 5DPM.TO0.3%

not top 5HSX.L0.3%

Held in common3.4%

End-of-day Nov 6, 2026 · share of each fund

FSZ vs DFIS Returns, Every Period

First TrustFSZ

+10.3%

past year

DFISDimensional

+15.0%

past year

FSZDFISFaded: behind in that period

0–3DFIS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FSZ vs DFIS

YTD

First TrustFSZ

+3.9%

DFISDimensional

+7.9%

+3.9%Year to date+7.9%

−10.4%Worst drop · 1Y−12.5%

14.8%Volatility · 1Y15.8%

2.0%Yield2.3%

$37.0MAssets$5.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIS, FSZ

Today

0.39%lowest, DFIS

FundExpense ratioFee$10k

DFIS0.39%$39

FSZ0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFIS, FSZ

2.27%highest, DFIS

FundTrailing yieldYield$10k

DFIS2.27%$227

FSZ2.00%$200

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, DFIS

DFIS$227 − $39 = $188

FSZ$200 − $80 = $120

KeptFee

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

Overlap: DFIS, FSZ

Today

3.4%most shared, DFIS and FSZ

DFISFSZ

DFIS—3.4%

FSZ3.4%—

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

Return vs Bumpiness: 2 ETFs

+15.0%DFIS, at 15.8% volatility

FSZWorst drop−10.4%14.8% vol

DFISWorst drop−12.5%15.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFISFSZ

+7.9%Year to date+3.9%

2.3%Yield2.0%

+15.0%Past year+10.3%

0.39%Fee0.80%

4–0DFIS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026