Compare · 2 funds side by side · dividends reinvested

FKU and IEFA

FKUFirst Trust×IEFAiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,546FKU · best of the two

02 / 04

FKU and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.75%+11.9%+22.8%+26.0%+9.2%−14.2%18.3%$36M1.4

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.44%+8.5%+13.5%+19.2%+7.9%−11.5%16.2%$193B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FKU 2012 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

FKU

IEFA

iShares Core MSCI EAFE ETF · $193B$14,620

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

FKUMeasureIEFA

+11.9%Year to dateJan 1 → Nov 5+8.5%

+22.8%1 yearTotal return+13.5%

+26.0%3 years · per year$10,000 became $19,993 · $16,931+19.2%

+9.2%5 years · per year$10,000 became $15,546 · $14,620+7.9%

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

3.75%Trailing 12-mo yield$375 · $344 a year on $10k3.44%

−14.2%Worst dropSmaller is better−11.5%

18.3%VolatilityLower is calmer16.2%

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

5–3FKU 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 IEFA: Top 5 Holdings

Today

FKU

12.7%in top 5

IEFA

in top 57.3%

FKUStockIEFA

2.8%KGF.Lnot top 5

2.7%SHEL.L1.2%

2.6%EZJ.Lnot top 5

2.4%SDLF.Lnot top 5

2.3%CCC.Lnot top 5

not top 5ASML.AS2.3%

not top 5ROP.SW1.4%

not top 5HSBA.L1.2%

not top 5NOVN.SW1.2%

Held in common7.8%

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

FKU vs IEFA Returns, Every Period

First TrustFKU

+9.2%

5 years, per year

IEFAiShares

+7.9%

5 years, per year

FKUIEFAFaded: behind in that period

4–0FKU wins

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

FKU vs IEFA

YTD

First TrustFKU

+11.9%

IEFAiShares

+8.5%

+11.9%Year to date+8.5%

−14.2%Worst drop · 1Y−11.5%

18.3%Volatility · 1Y16.2%

3.7%Yield3.4%

$35.7MAssets$193B

2–2level

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

Cost, Income and Risk

Fees: FKU, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

FKU0.80%$80

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

Yields: FKU, IEFA

3.75%highest, FKU

FundTrailing yieldYield$10k

FKU3.75%$375

IEFA3.44%$344

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

Income After Fees on $10,000

$337most kept, IEFA

IEFA$344 − $7 = $337

FKU$375 − $80 = $295

KeptFee

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

Overlap: FKU, IEFA

Today

7.8%most shared, FKU and IEFA

FKUIEFA

FKU—7.8%

IEFA7.8%—

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

Return vs Bumpiness: 2 ETFs

+22.8%FKU, at 18.3% volatility

IEFAWorst drop−11.5%16.2% 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

FKUIEFA

+11.9%Year to date+8.5%

3.7%Yield3.4%

+22.8%Past year+13.5%

0.80%Fee0.07%

3–1FKU wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

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