Compare · 2 funds side by side · dividends reinvested

FKU and EFAS

FKUFirst Trust×EFASGlobal X×

Versus in desk

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

02 / 04

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%$61M1.0

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.75%+11.9%+22.8%+26.0%+9.2%−14.2%18.3%$36M2.0

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: FKU 2012 · EFAS 2016

Head to Head

Swap sides Versus in desk

Head to Head

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

FKU

EFAS

Global X - MSCI SuperDividend EAFE ETF · $61M$19,729

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

FKUMeasureEFAS

+11.9%Year to dateJan 1 → Nov 5+21.0%

+22.8%1 yearTotal return+30.1%

+26.0%3 years · per year$10,000 became $19,993 · $21,134+28.3%

+9.2%5 years · per year$10,000 became $15,546 · $19,729+14.6%

0.80%Expense ratio$80 · $55 a year on $10k · lower is better0.55%

3.75%Trailing 12-mo yield$375 · $491 a year on $10k4.91%

−14.2%Worst dropSmaller is better−8.4%

18.3%VolatilityLower is calmer11.6%

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

0–8EFAS wins

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

More Ways to See the Pairs

FKU vs EFAS: Top 5 Holdings

Today

FKU

12.7%in top 5

EFAS

in top 512.6%

FKUStockEFAS

not top 51308.HK2.9%

2.8%KGF.Lnot top 5

2.7%SHEL.Lnot top 5

2.6%EZJ.Lnot top 5

not top 5SW.PA2.5%

not top 5REP.MC2.5%

2.4%SDLF.Lnot top 5

not top 5BMPS.MI2.4%

2.3%CCC.Lnot top 5

not top 5LAND.L2.3%

Held in common8.6%

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

FKU vs EFAS Returns, Every Period

First TrustFKU

+9.2%

5 years, per year

EFASGlobal X

+14.6%

5 years, per year

FKUEFASFaded: behind in that period

0–4EFAS wins

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

International vs Income: FKU vs EFAS

YTD

First TrustFKU

+11.9%

EFASGlobal X

+21.0%

+11.9%Year to date+21.0%

−14.2%Worst drop · 1Y−8.4%

18.3%Volatility · 1Y11.6%

3.7%Yield4.9%

$35.7MAssets$60.8M

4–0EFAS wins

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

Cost, Income and Risk

Fees: FKU, EFAS

Today

0.55%lowest, EFAS

FundExpense ratioFee$10k

EFAS0.55%$55

FKU0.80%$80

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

Yields: FKU, EFAS

4.91%highest, EFAS

FundTrailing yieldYield$10k

EFAS4.91%$491

FKU3.75%$375

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

Income After Fees on $10,000

$436most kept, EFAS

EFAS$491 − $55 = $436

FKU$375 − $80 = $295

KeptFee

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

Overlap: FKU, EFAS

Today

8.6%most shared, FKU and EFAS

FKUEFAS

FKU—8.6%

EFAS8.6%—

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

Return vs Bumpiness: 2 ETFs

+30.1%EFAS, at 11.6% volatility

EFASWorst drop−8.4%11.6% 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

EFASFKU

+21.0%Year to date+11.9%

4.9%Yield3.7%

+30.1%Past year+22.8%

0.55%Fee0.80%

4–0EFAS 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