Compare · 2 funds side by side · dividends reinvested

FEMS and EMXC

FEMSFirst Trust×EMXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,234EMXC · best of the two

02 / 04

FEMS and EMXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Emerging Markets ex China ETFInternational · Emerging0.25%2.32%+14.8%+18.9%+22.8%+8.8%−22.1%30.5%$25.6B1.4

First Trust Emerging Markets Small Cap AlphaDEX FundInternational · Emerging0.80%4.73%−7.5%−5.5%+6.2%+2.8%−21.5%19.9%$191M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FEMS 2012 · EMXC 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Emerging Markets Small Cap AlphaDEX Fund · $191M$11,474

FEMS

EMXC

iShares MSCI Emerging Markets ex China ETF · $25.6B$15,234

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

FEMSMeasureEMXC

−7.5%Year to dateJan 1 → Nov 5+14.8%

−5.5%1 yearTotal return+18.9%

+6.2%3 years · per year$10,000 became $11,977 · $18,517+22.8%

+2.8%5 years · per year$10,000 became $11,474 · $15,234+8.8%

0.80%Expense ratio$80 · $25 a year on $10k · lower is better0.25%

4.73%Trailing 12-mo yield$473 · $232 a year on $10k2.32%

−21.5%Worst dropSmaller is better−22.1%

19.9%VolatilityLower is calmer30.5%

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

3–5EMXC wins

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

More Ways to See the Pairs

FEMS vs EMXC: Top 5 Holdings

Today

FEMS

4.7%in top 5

EMXC

in top 537.0%

FEMSStockEMXC

not top 52330.TW19.0%

not top 5005930.K8.5%

not top 5000660.K6.5%

not top 52454.TW1.8%

not top 5005935.K1.2%

1.0%LHC.JOnot top 5

1.0%RCL.BKnot top 5

0.9%2851.TWnot top 5

0.9%SOKM.ISnot top 5

0.9%ABOIFnot top 5

Held in common0.0%

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

FEMS vs EMXC Returns, Every Period

First TrustFEMS

+2.8%

5 years, per year

EMXCiShares

+8.8%

5 years, per year

FEMSEMXCFaded: behind in that period

0–4EMXC wins

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

FEMS vs EMXC

YTD

First TrustFEMS

−7.5%

EMXCiShares

+14.8%

−7.5%Year to date+14.8%

−21.5%Worst drop · 1Y−22.1%

19.9%Volatility · 1Y30.5%

4.7%Yield2.3%

$191MAssets$25.6B

3–1FEMS wins

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

Cost, Income and Risk

Fees: FEMS, EMXC

Today

0.25%lowest, EMXC

FundExpense ratioFee$10k

EMXC0.25%$25

FEMS0.80%$80

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

Yields: FEMS, EMXC

4.73%highest, FEMS

FundTrailing yieldYield$10k

FEMS4.73%$473

EMXC2.32%$232

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

Income After Fees on $10,000

$393most kept, FEMS

FEMS$473 − $80 = $393

EMXC$232 − $25 = $207

KeptFee

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

Overlap: FEMS, EMXC

Today

0.0%most shared, FEMS and EMXC

FEMSEMXC

FEMS—0.0%

EMXC0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.9%EMXC, at 30.5% volatility

FEMSWorst drop−21.5%19.9% vol

EMXCWorst drop−22.1%30.5% vol

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

Paid More vs Made More

YTD

FEMSEMXC

−7.5%Year to date+14.8%

4.7%Yield2.3%

−5.5%Past year+18.9%

0.80%Fee0.25%

3–1EMXC 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026