Compare · 2 funds side by side · dividends reinvested

DISV and FKU

DISVDimensional×FKUFirst Trust×

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

02 / 04

DISV and FKU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Small Cap Value ETFInternational · Ex-US broad0.42%2.68%+13.7%+22.3%+26.8%[…]−12.7%14.9%$5.1B1.1

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.78%+11.0%+18.7%+26.5%+8.9%−14.2%18.0%$36M1.8

Rank among the two1st → 2ndFee, 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: DISV 2022 · FKU 2012

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Small Cap Value ETF · $5.1B[…]

DISV

FKU

First Trust United Kingdom AlphaDEX Fund · $36M$15,304

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

DISVMeasureFKU

+13.7%Year to dateJan 1 → Nov 3+11.0%

+22.3%1 yearTotal return+18.7%

+26.8%3 years · per year$10,000 became $20,405 · $20,259+26.5%

[…]5 years · per year$10,000 became […] · $15,304+8.9%

0.42%Expense ratio$42 · $80 a year on $10k · lower is better0.80%

2.68%Trailing 12-mo yield$268 · $378 a year on $10k3.78%

−12.7%Worst dropSmaller is better−14.2%

14.9%VolatilityLower is calmer18.0%

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

6–1DISV wins

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

More Ways to See the Pairs

DISV vs FKU: Top 5 Holdings

Today

DISV

3.7%in top 5

FKU

in top 513.0%

DISVStockFKU

not top 5SHEL.L2.9%

0.8%KGF.L2.6%

not top 5EZJ.L2.6%

not top 5CCC.L2.5%

not top 5SDLF.L2.4%

0.9%SPSN.SWnot top 5

0.7%EVK.DEnot top 5

0.7%SYENS.BRnot top 5

0.6%CG.TOnot top 5

Held in common3.4%

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

DISV vs FKU Returns, Every Period

DimensionalDISV

+22.3%

past year

FKUFirst Trust

+18.7%

past year

DISVFKUFaded: behind in that period

3–0DISV wins

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

DISV vs FKU

YTD

DimensionalDISV

+13.7%

FKUFirst Trust

+11.0%

+13.7%Year to date+11.0%

−12.7%Worst drop · 1Y−14.2%

14.9%Volatility · 1Y18.0%

2.7%Yield3.8%

$5.1BAssets$35.8M

3–1DISV wins

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

Cost, Income and Risk

Fees: DISV, FKU

Today

0.42%lowest, DISV

FundExpense ratioFee$10k

DISV0.42%$42

FKU0.80%$80

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

Yields: DISV, FKU

3.78%highest, FKU

FundTrailing yieldYield$10k

FKU3.78%$378

DISV2.68%$268

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

Income After Fees on $10,000

$298most kept, FKU

FKU$378 − $80 = $298

DISV$268 − $42 = $226

KeptFee

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

Overlap: DISV, FKU

Today

3.4%most shared, DISV and FKU

DISVFKU

DISV—3.4%

FKU3.4%—

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

Return vs Bumpiness: 2 ETFs

+22.3%DISV, at 14.9% volatility

DISVWorst drop−12.7%14.9% vol

FKUWorst drop−14.2%18.0% vol

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

Paid More vs Made More

YTD

FKUDISV

+11.0%Year to date+13.7%

3.8%Yield2.7%

+18.7%Past year+22.3%

0.80%Fee0.42%

3–1DISV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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