Compare · 2 funds side by side · dividends reinvested

FGD and IEFA

FGDFirst Trust×IEFAiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,480FGD · best of the two

02 / 04

FGD and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.77%+13.8%+20.8%+25.0%+11.8%−9.8%12.8%$1.6B1.1

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$187B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: FGD 2007 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,480

FGD

IEFA

iShares Core MSCI EAFE ETF · $187B$14,591

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

FGDMeasureIEFA

+13.8%Year to dateJan 1 → Nov 6+7.7%

+20.8%1 yearTotal return+11.9%

+25.0%3 years · per year$10,000 became $19,517 · $16,646+18.5%

+11.8%5 years · per year$10,000 became $17,480 · $14,591+7.8%

0.55%Expense ratio$55 · $7 a year on $10k · lower is better0.07%

5.77%Trailing 12-mo yield$577 · $347 a year on $10k3.47%

−9.8%Worst dropSmaller is better−11.5%

12.8%VolatilityLower is calmer16.2%

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

7–1FGD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FGD vs IEFA: Top 5 Holdings

Today

FGD

10.0%in top 5

IEFA

in top 57.1%

FGDStockIEFA

2.7%RHInot top 5

not top 5ASML.AS2.2%

1.9%017800.Knot top 5

1.9%TEP.PAnot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

not top 5ROP.SW1.3%

not top 5NOVN.SW1.2%

not top 5HSBA.L1.2%

not top 5SHEL.L1.2%

Held in common5.5%

End-of-day Nov 6, 2026 · share of each fund

FGD vs IEFA Returns, Every Period

First TrustFGD

+11.8%

5 years, per year

IEFAiShares

+7.8%

5 years, per year

FGDIEFAFaded: behind in that period

4–0FGD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs International: FGD vs IEFA

YTD

First TrustFGD

+13.8%

IEFAiShares

+7.7%

+13.8%Year to date+7.7%

−9.8%Worst drop · 1Y−11.5%

12.8%Volatility · 1Y16.2%

5.8%Yield3.5%

$1.6BAssets$187B

4–0FGD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FGD, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

FGD0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FGD, IEFA

5.77%highest, FGD

FundTrailing yieldYield$10k

FGD5.77%$577

IEFA3.47%$347

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$522most kept, FGD

FGD$577 − $55 = $522

IEFA$347 − $7 = $340

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FGD, IEFA

Today

5.5%most shared, FGD and IEFA

FGDIEFA

FGD—5.5%

IEFA5.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.8%FGD, at 12.8% volatility

FGDWorst drop−9.8%12.8% vol

IEFAWorst drop−11.5%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FGDIEFA

+13.8%Year to date+7.7%

5.8%Yield3.5%

+20.8%Past year+11.9%

0.55%Fee0.07%

3–1FGD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026