Compare · 2 funds side by side · dividends reinvested

FEM and EFA

FEMFirst Trust×EFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,117EFA · best of the two

02 / 04

FEM and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE ETFInternational · Developed0.32%3.21%+11.0%+15.6%+18.7%+8.6%−11.4%16.6%$77.7B1.4

First Trust Emerging Markets AlphaDEX FundInternational · Emerging0.80%2.33%+14.6%+16.3%+18.1%+7.7%−10.9%21.2%$734M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: FEM 2011 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Emerging Markets AlphaDEX Fund · $734M$14,470

FEM

EFA

iShares MSCI EAFE ETF · $77.7B$15,117

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

FEMMeasureEFA

+14.6%Year to dateJan 1 → Nov 9+11.0%

+16.3%1 yearTotal return+15.6%

+18.1%3 years · per year$10,000 became $16,480 · $16,732+18.7%

+7.7%5 years · per year$10,000 became $14,470 · $15,117+8.6%

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

2.33%Trailing 12-mo yield$233 · $321 a year on $10k3.21%

−10.9%Worst dropSmaller is better−11.4%

21.2%VolatilityLower is calmer16.6%

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

3–5EFA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FEM vs EFA: Top 5 Holdings

Today

FEM

6.7%in top 5

EFA

in top 58.4%

FEMStockEFA

not top 5ASML.AS2.6%

not top 5ROP.SW1.6%

1.5%TBBBnot top 5

1.4%FUNO11.Mnot top 5

not top 5HSBA.L1.4%

not top 5NOVN.SW1.4%

not top 5SHEL.L1.4%

1.3%ASII.JKnot top 5

1.3%KOFUBL.Mnot top 5

1.3%TMPV.NSnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FEM vs EFA Returns, Every Period

First TrustFEM

+7.7%

5 years, per year

EFAiShares

+8.6%

5 years, per year

FEMEFAFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FEM vs EFA

YTD

First TrustFEM

+14.6%

EFAiShares

+11.0%

+14.6%Year to date+11.0%

−10.9%Worst drop · 1Y−11.4%

21.2%Volatility · 1Y16.6%

2.3%Yield3.2%

$734MAssets$77.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FEM, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

FEM0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FEM, EFA

3.21%highest, EFA

FundTrailing yieldYield$10k

EFA3.21%$321

FEM2.33%$233

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

FEM$233 − $80 = $153

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FEM, EFA

Today

0.0%most shared, FEM and EFA

FEMEFA

FEM—0.0%

EFA0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%FEM, at 21.2% volatility

EFAWorst drop−11.4%16.6% vol

FEMWorst drop−10.9%21.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EFAFEM

+11.0%Year to date+14.6%

3.2%Yield2.3%

+15.6%Past year+16.3%

0.32%Fee0.80%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026