Compare · 3 funds side by side · dividends reinvested

FGD, FKU and EFAS

FGDFirst Trust×FKUFirst Trust×EFASGlobal X×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,729EFAS · best of the three

02 / 04

FGD, FKU and EFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - MSCI SuperDividend EAFE ETFIncome · Dividend stocks0.55%4.91%+21.0%+30.1%+28.3%+14.6%−8.4%11.6%$61M1.1

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.65%+16.3%+24.9%+26.2%+12.1%−9.8%12.7%$1.6B1.8

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.75%+11.9%+22.8%+26.0%+9.2%−14.2%18.3%$36M3.0

Rank among the three1st → 3rdFee, 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: FGD 2007 · FKU 2012 · EFAS 2016

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,710

FGD

FKU

First Trust United Kingdom AlphaDEX Fund · $36M$15,546

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

FGDMeasureFKU

+16.3%Year to dateJan 1 → Nov 5+11.9%

+24.9%1 yearTotal return+22.8%

+26.2%3 years · per year$10,000 became $20,119 · $19,993+26.0%

+12.1%5 years · per year$10,000 became $17,710 · $15,546+9.2%

0.55%Expense ratio$55 · $80 a year on $10k · lower is better0.80%

5.65%Trailing 12-mo yield$565 · $375 a year on $10k3.75%

−9.8%Worst dropSmaller is better−14.2%

12.7%VolatilityLower is calmer18.3%

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

8–0FGD wins

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

More Ways to See the Pairs

FGD vs FKU: Top 5 Holdings

Today

FGD

10.2%in top 5

FKU

in top 512.7%

FGDStockFKU

2.8%RHInot top 5

not top 5KGF.L2.8%

not top 5SHEL.L2.7%

not top 5EZJ.L2.6%

not top 5SDLF.L2.4%

not top 5CCC.L2.3%

2.0%017800.Knot top 5

1.9%TEP.PAnot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

Held in common5.9%

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

FGD vs FKU Returns, Every Period

First TrustFGD

+12.1%

5 years, per year

FKUFirst Trust

+9.2%

5 years, per year

FGDFKUFaded: behind in that period

4–0FGD wins

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

FGD vs EFAS

YTD

First TrustFGD

+16.3%

EFASGlobal X

+21.0%

+16.3%Year to date+21.0%

−9.8%Worst drop · 1Y−8.4%

12.7%Volatility · 1Y11.6%

5.6%Yield4.9%

$1.6BAssets$60.8M

3–1EFAS wins

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

Cost, Income and Risk

Fees: FGD, FKU, EFAS

Today

0.55%lowest, FGD

FundExpense ratioFee$10k

FGD0.55%$55

EFAS0.55%$55

FKU0.80%$80

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

Yields: FGD, FKU, EFAS

5.65%highest, FGD

FundTrailing yieldYield$10k

FGD5.65%$565

EFAS4.91%$491

FKU3.75%$375

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

Income After Fees on $10,000

$510most kept, FGD

FGD$565 − $55 = $510

EFAS$491 − $55 = $436

FKU$375 − $80 = $295

KeptFee

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

Overlap: FGD, FKU, EFAS

Today

22.0%most shared, FGD and EFAS

FGDFKUEFAS

FGD—5.9%22.0%

FKU5.9%—8.6%

EFAS22.0%8.6%—

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

Return vs Bumpiness: 3 ETFs

+30.1%EFAS, at 11.6% volatility

EFASWorst drop−8.4%11.6% vol

FGDWorst drop−9.8%12.7% vol

FKUWorst drop−14.2%18.3% vol

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

Paid More vs Made More

YTD

FGDEFAS

+16.3%Year to date+21.0%

5.6%Yield4.9%

+24.9%Past year+30.1%

0.55%Fee0.55%

2–1EFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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