Compare · 4 funds side by side · dividends reinvested

DFIS, SCZ, FKU and EWUS

DFISDimensional×SCZiShares×FKUFirst Trust×EWUSiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,304FKU · best of the four

02 / 04

DFIS, SCZ, FKU and EWUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.78%+11.0%+18.7%+26.5%+8.9%−14.2%18.0%$36M1.9

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.23%+10.0%+15.7%+22.8%[…]−12.5%15.4%$5.8B2.1

iShares MSCI EAFE Small-Cap ETFInternational · Developed0.40%3.22%+8.5%+12.5%+20.2%+4.8%−11.4%15.3%$12.7B2.5

iShares MSCI United Kingdom Small-Cap ETFInternational · Region & country0.59%3.04%+8.5%+13.9%+20.7%+2.0%−15.2%18.4%$41M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFIS 2022 · SCZ 2007 · FKU 2012 · EWUS 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

DFIS

SCZ

iShares MSCI EAFE Small-Cap ETF · $12.7B$12,651

$10,000 five years ago, dividends reinvested · they hold 51.8% in common

DFISMeasureSCZ

+10.0%Year to dateJan 1 → Nov 3+8.5%

+15.7%1 yearTotal return+12.5%

+22.8%3 years · per year$10,000 became $18,522 · $17,366+20.2%

[…]5 years · per year$10,000 became […] · $12,651+4.8%

0.39%Expense ratio$39 · $40 a year on $10k · lower is better0.40%

2.23%Trailing 12-mo yield$223 · $322 a year on $10k3.22%

−12.5%Worst dropSmaller is better−11.4%

15.4%VolatilityLower is calmer15.3%

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

4–3DFIS wins

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

More Ways to See the Pairs

DFIS vs SCZ: Top 5 Holdings

Today

DFIS

1.8%in top 5

SCZ

in top 51.3%

DFISStockSCZ

0.4%VACN.SWnot top 5

0.4%ORNBV.HEnot top 5

0.4%QIA.DEnot top 5

0.4%PST.MInot top 5

0.3%SPSN.SWnot top 5

not top 56532.T0.3%

not top 5BSL.AX0.3%

not top 5IMI.L0.3%

not top 5WEIR.L0.3%

not top 5PSPN.SW0.2%

Held in common51.8%

End-of-day Nov 3, 2026 · share of each fund

DFIS vs SCZ Returns, Every Period

DimensionalDFIS

+15.7%

past year

SCZiShares

+12.5%

past year

DFISSCZFaded: behind in that period

3–0DFIS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFIS vs FKU

YTD

DimensionalDFIS

+10.0%

FKUFirst Trust

+11.0%

+10.0%Year to date+11.0%

−12.5%Worst drop · 1Y−14.2%

15.4%Volatility · 1Y18.0%

2.2%Yield3.8%

$5.8BAssets$35.8M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIS, SCZ, FKU, EWUS

Today

0.39%lowest, DFIS

FundExpense ratioFee$10k

DFIS0.39%$39

SCZ0.40%$40

EWUS0.59%$59

FKU0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFIS, SCZ, FKU, EWUS

3.78%highest, FKU

FundTrailing yieldYield$10k

FKU3.78%$378

SCZ3.22%$322

EWUS3.04%$304

DFIS2.23%$223

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$298most kept, FKU

FKU$378 − $80 = $298

SCZ$322 − $40 = $282

EWUS$304 − $59 = $245

DFIS$223 − $39 = $184

KeptFee

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

Overlap: DFIS, SCZ, FKU, EWUS

Today

51.8%most shared, DFIS and SCZ

DFISSCZFKUEWUS

DFIS—51.8%2.9%10.9%

SCZ51.8%—3.6%12.8%

FKU2.9%3.6%—22.1%

EWUS10.9%12.8%22.1%—

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

Return vs Bumpiness: 4 ETFs

+18.7%FKU, at 18.0% volatility

SCZWorst drop−11.4%15.3% vol

DFISWorst drop−12.5%15.4% vol

FKUWorst drop−14.2%18.0% vol

EWUSWorst drop−15.2%18.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FKUDFIS

+11.0%Year to date+10.0%

3.8%Yield2.2%

+18.7%Past year+15.7%

0.80%Fee0.39%

3–1FKU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

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