Compare · 2 funds side by side · dividends reinvested

FGM and ARB

FGMFirst Trust×ARBAltshares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,291ARB · best of the two

02 / 04

FGM and ARB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AltShares Merger Arbitrage ETFUnsorted0.82%0.42%+3.5%+4.2%+5.3%+4.2%−2.1%4.8%$111M1.4

First Trust Germany AlphaDEX FundInternational · Region & country0.80%1.84%−5.1%+1.8%+23.1%+3.4%−18.3%21.2%$88M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FGM 2012 · ARB 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Germany AlphaDEX Fund · $88M$11,805

FGM

ARB

AltShares Merger Arbitrage ETF · $111M$12,291

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

FGMMeasureARB

−5.1%Year to dateJan 1 → Nov 3+3.5%

+1.8%1 yearTotal return+4.2%

+23.1%3 years · per year$10,000 became $18,666 · $11,689+5.3%

+3.4%5 years · per year$10,000 became $11,805 · $12,291+4.2%

0.80%Expense ratio$80 · $82 a year on $10k · lower is better0.82%

1.84%Trailing 12-mo yield$184 · $42 a year on $10k0.42%

−18.3%Worst dropSmaller is better−2.1%

21.2%VolatilityLower is calmer4.8%

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

3–5ARB wins

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

More Ways to See the Pairs

FGM vs ARB: Top 5 Holdings

Today

FGM

21.0%in top 5

ARB

in top 512.4%

FGMStockARB

4.6%DHER.DEnot top 5

4.5%BMW.DEnot top 5

4.2%PAH3.DEnot top 5

4.1%TKA.DEnot top 5

3.7%BAYN.DEnot top 5

not top 5CZR2.5%

not top 5PEN2.5%

not top 5TECH2.5%

not top 5IKTSY2.5%

not top 5APGE2.4%

Held in common2.4%

End-of-day Nov 3, 2026 · share of each fund

FGM vs ARB Returns, Every Period

First TrustFGM

+3.4%

5 years, per year

ARBAltshares

+4.2%

5 years, per year

FGMARBFaded: behind in that period

1–3ARB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Unsorted: FGM vs ARB

YTD

First TrustFGM

−5.1%

ARBAltshares

+3.5%

−5.1%Year to date+3.5%

−18.3%Worst drop · 1Y−2.1%

21.2%Volatility · 1Y4.8%

1.8%Yield0.4%

$87.5MAssets$111M

3–1ARB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FGM, ARB

Today

0.80%lowest, FGM

FundExpense ratioFee$10k

FGM0.80%$80

ARB0.82%$82

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FGM, ARB

1.84%highest, FGM

FundTrailing yieldYield$10k

FGM1.84%$184

ARB0.42%$42

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, FGM

FGM$184 − $80 = $104

ARB$42 − $82 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FGM, ARB

Today

2.4%most shared, FGM and ARB

FGMARB

FGM—2.4%

ARB2.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.2%ARB, at 4.8% volatility

ARBWorst drop−2.1%4.8% vol

FGMWorst drop−18.3%21.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FGMARB

−5.1%Year to date+3.5%

1.8%Yield0.4%

+1.8%Past year+4.2%

0.80%Fee0.82%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026