Compare · 2 funds side by side · dividends reinvested

EFAV and FSZ

EFAViShares×FSZFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,528EFAV · best of the two

02 / 04

EFAV and FSZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE Min Vol Factor ETFInternational · Developed0.20%2.96%+13.9%+18.3%+18.3%+7.8%−6.7%11.2%$5.6B1.0

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.97%+5.4%+12.5%+16.5%+5.9%−10.4%14.7%$38M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: EFAV 2011 · FSZ 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE Min Vol Factor ETF · $5.6B$14,528

EFAV

FSZ

First Trust Switzerland AlphaDEX Fund · $38M$13,317

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

EFAVMeasureFSZ

+13.9%Year to dateJan 1 → Nov 5+5.4%

+18.3%1 yearTotal return+12.5%

+18.3%3 years · per year$10,000 became $16,550 · $15,800+16.5%

+7.8%5 years · per year$10,000 became $14,528 · $13,317+5.9%

0.20%Expense ratio$20 · $80 a year on $10k · lower is better0.80%

2.96%Trailing 12-mo yield$296 · $197 a year on $10k1.97%

−6.7%Worst dropSmaller is better−10.4%

11.2%VolatilityLower is calmer14.7%

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

8–0EFAV wins

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

More Ways to See the Pairs

EFAV vs FSZ: Top 5 Holdings

Today

EFAV

7.8%in top 5

FSZ

in top 523.0%

EFAVStockFSZ

not top 5SUN.SW5.6%

not top 5SREN.SW4.9%

not top 5SDZ.SW4.6%

not top 5VONN.SW4.2%

not top 5AVOL.SW3.7%

1.7%4502.Tnot top 5

1.6%SHEL.Lnot top 5

1.6%IBE.MCnot top 5

1.5%EQNR.OLnot top 5

1.5%9735.Tnot top 5

Held in common5.0%

End-of-day Nov 5, 2026 · share of each fund

EFAV vs FSZ Returns, Every Period

iSharesEFAV

+7.8%

5 years, per year

FSZFirst Trust

+5.9%

5 years, per year

EFAVFSZFaded: behind in that period

4–0EFAV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

EFAV vs FSZ

YTD

iSharesEFAV

+13.9%

FSZFirst Trust

+5.4%

+13.9%Year to date+5.4%

−6.7%Worst drop · 1Y−10.4%

11.2%Volatility · 1Y14.7%

3.0%Yield2.0%

$5.6BAssets$38.1M

4–0EFAV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EFAV, FSZ

Today

0.20%lowest, EFAV

FundExpense ratioFee$10k

EFAV0.20%$20

FSZ0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EFAV, FSZ

2.96%highest, EFAV

FundTrailing yieldYield$10k

EFAV2.96%$296

FSZ1.97%$197

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$276most kept, EFAV

EFAV$296 − $20 = $276

FSZ$197 − $80 = $117

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EFAV, FSZ

Today

5.0%most shared, EFAV and FSZ

EFAVFSZ

EFAV—5.0%

FSZ5.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.3%EFAV, at 11.2% volatility

EFAVWorst drop−6.7%11.2% vol

FSZWorst drop−10.4%14.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EFAVFSZ

+13.9%Year to date+5.4%

3.0%Yield2.0%

+18.3%Past year+12.5%

0.20%Fee0.80%

4–0EFAV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026