Compare · 2 funds side by side · dividends reinvested

FDTS and EFA

FDTSFirst Trust×EFAiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,791FDTS · best of the two

02 / 04

FDTS and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Developed Markets ex-US Small Cap AlphaDEX FundInternational · Developed0.80%2.69%+18.2%+24.6%+26.5%+10.9%−13.1%19.8%$13M1.5

iShares MSCI EAFE ETFInternational · Developed0.32%3.18%+11.8%+15.7%+20.3%+9.1%−11.4%16.1%$76.3B1.5

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: FDTS 2012 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13M$16,791

FDTS

EFA

iShares MSCI EAFE ETF · $76.3B$15,434

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDTSMeasureEFA

+18.2%Year to dateJan 1 → Nov 4+11.8%

+24.6%1 yearTotal return+15.7%

+26.5%3 years · per year$10,000 became $20,260 · $17,423+20.3%

+10.9%5 years · per year$10,000 became $16,791 · $15,434+9.1%

0.80%Expense ratio$80 · $32 a year on $10k · lower is better0.32%

2.69%Trailing 12-mo yield$269 · $318 a year on $10k3.18%

−13.1%Worst dropSmaller is better−11.4%

19.8%VolatilityLower is calmer16.1%

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

4–4Level

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

More Ways to See the Pairs

FDTS vs EFA: Top 5 Holdings

Today

FDTS

2.6%in top 5

EFA

in top 58.5%

FDTSStockEFA

not top 5ASML.AS2.8%

not top 5ROP.SW1.6%

not top 5SHEL.L1.4%

not top 5NOVN.SW1.4%

not top 5HSBA.L1.4%

0.6%1112.HKnot top 5

0.5%NWL.MInot top 5

0.5%SAGA.Lnot top 5

0.5%2501.Tnot top 5

0.5%NTG.COnot top 5

Held in common0.0%

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

FDTS vs EFA Returns, Every Period

First TrustFDTS

+10.9%

5 years, per year

EFAiShares

+9.1%

5 years, per year

FDTSEFAFaded: behind in that period

4–0FDTS wins

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

FDTS vs EFA

YTD

First TrustFDTS

+18.2%

EFAiShares

+11.8%

+18.2%Year to date+11.8%

−13.1%Worst drop · 1Y−11.4%

19.8%Volatility · 1Y16.1%

2.7%Yield3.2%

$13.3MAssets$76.3B

3–1EFA wins

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

Cost, Income and Risk

Fees: FDTS, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

FDTS0.80%$80

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

Yields: FDTS, EFA

3.18%highest, EFA

FundTrailing yieldYield$10k

EFA3.18%$318

FDTS2.69%$269

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

Income After Fees on $10,000

$286most kept, EFA

EFA$318 − $32 = $286

FDTS$269 − $80 = $189

KeptFee

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

Overlap: FDTS, EFA

Today

0.0%most shared, FDTS and EFA

FDTSEFA

FDTS—0.0%

EFA0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.6%FDTS, at 19.8% volatility

EFAWorst drop−11.4%16.1% vol

FDTSWorst drop−13.1%19.8% vol

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

Paid More vs Made More

YTD

EFAFDTS

+11.8%Year to date+18.2%

3.2%Yield2.7%

+15.7%Past year+24.6%

0.32%Fee0.80%

2–2level

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