Compare · 2 funds side by side · dividends reinvested

FEP and IEFA

FEPFirst Trust×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,793FEP · best of the two

02 / 04

FEP and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$193B1.4

First Trust Europe AlphaDEX FundInternational · Region & country0.80%3.01%+10.1%+18.4%+26.1%+9.6%−12.1%17.8%$483M1.6

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: FEP 2011 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Europe AlphaDEX Fund · $483M$15,793

FEP

IEFA

iShares Core MSCI EAFE ETF · $193B$14,909

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

FEPMeasureIEFA

+10.1%Year to dateJan 1 → Nov 9+11.1%

+18.4%1 yearTotal return+15.8%

+26.1%3 years · per year$10,000 became $20,035 · $16,823+18.9%

+9.6%5 years · per year$10,000 became $15,793 · $14,909+8.3%

0.80%Expense ratio$80 · $7 a year on $10k · lower is better0.07%

3.01%Trailing 12-mo yield$301 · $336 a year on $10k3.36%

−12.1%Worst dropSmaller is better−11.5%

17.8%VolatilityLower is calmer16.5%

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

3–5IEFA wins

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

More Ways to See the Pairs

FEP vs IEFA: Top 5 Holdings

Today

FEP

4.6%in top 5

IEFA

in top 57.2%

FEPStockIEFA

not top 5ASML.AS2.3%

not top 5ROP.SW1.4%

not top 5HSBA.L1.2%

not top 5NOVN.SW1.2%

not top 5SHEL.L1.2%

1.0%FRAS.Lnot top 5

0.9%BZU.MInot top 5

0.9%SOF.BRnot top 5

0.9%BAS.DEnot top 5

0.9%SDLF.Lnot top 5

Held in common12.4%

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

FEP vs IEFA Returns, Every Period

First TrustFEP

+9.6%

5 years, per year

IEFAiShares

+8.3%

5 years, per year

FEPIEFAFaded: behind in that period

3–1FEP wins

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

FEP vs IEFA

YTD

First TrustFEP

+10.1%

IEFAiShares

+11.1%

+10.1%Year to date+11.1%

−12.1%Worst drop · 1Y−11.5%

17.8%Volatility · 1Y16.5%

3.0%Yield3.4%

$483MAssets$193B

4–0IEFA wins

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

Cost, Income and Risk

Fees: FEP, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

FEP0.80%$80

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

Yields: FEP, IEFA

3.36%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.36%$336

FEP3.01%$301

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

FEP$301 − $80 = $221

KeptFee

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

Overlap: FEP, IEFA

Today

12.4%most shared, FEP and IEFA

FEPIEFA

FEP—12.4%

IEFA12.4%—

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

Return vs Bumpiness: 2 ETFs

+18.4%FEP, at 17.8% volatility

IEFAWorst drop−11.5%16.5% vol

FEPWorst drop−12.1%17.8% vol

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

Paid More vs Made More

YTD

IEFAFEP

+11.1%Year to date+10.1%

3.4%Yield3.0%

+15.8%Past year+18.4%

0.07%Fee0.80%

3–1IEFA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

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