Compare · 3 funds side by side · dividends reinvested

FKU, IEFA and VEA

FKUFirst Trust×IEFAiShares×VEAVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,814FKU · best of the three

02 / 04

FKU, IEFA and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.70%+13.5%+23.1%+25.5%+9.6%−14.2%18.5%$36M1.8

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.44%+12.9%+18.8%+20.5%+9.2%−11.6%18.3%$232B2.0

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$193B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FKU 2012 · IEFA 2012 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust United Kingdom AlphaDEX Fund · $36M$15,814

FKU

IEFA

iShares Core MSCI EAFE ETF · $193B$14,909

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

FKUMeasureIEFA

+13.5%Year to dateJan 1 → Nov 9+11.1%

+23.1%1 yearTotal return+15.8%

+25.5%3 years · per year$10,000 became $19,764 · $16,823+18.9%

+9.6%5 years · per year$10,000 became $15,814 · $14,909+8.3%

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

3.70%Trailing 12-mo yield$370 · $336 a year on $10k3.36%

−14.2%Worst dropSmaller is better−11.5%

18.5%VolatilityLower is calmer16.5%

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

5–3FKU wins

End-of-day Nov 9, 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 57.2%

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 9, 2026 · share of each fund

FKU vs IEFA Returns, Every Period

First TrustFKU

+9.6%

5 years, per year

IEFAiShares

+8.3%

5 years, per year

FKUIEFAFaded: behind in that period

4–0FKU wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FKU vs IEFA

YTD

First TrustFKU

+13.5%

IEFAiShares

+11.1%

+13.5%Year to date+11.1%

−14.2%Worst drop · 1Y−11.5%

18.5%Volatility · 1Y16.5%

3.7%Yield3.4%

$35.5MAssets$193B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FKU, IEFA, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

IEFA0.07%$7

FKU0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FKU, IEFA, VEA

3.70%highest, FKU

FundTrailing yieldYield$10k

FKU3.70%$370

IEFA3.36%$336

VEA2.44%$244

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

FKU$370 − $80 = $290

VEA$244 − $3 = $241

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FKU, IEFA, VEA

Today

71.0%most shared, IEFA and VEA

FKUIEFAVEA

FKU—7.8%6.1%

IEFA7.8%—71.0%

VEA6.1%71.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.1%FKU, at 18.5% volatility

IEFAWorst drop−11.5%16.5% vol

VEAWorst drop−11.6%18.3% vol

FKUWorst drop−14.2%18.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FKUVEA

+13.5%Year to date+12.9%

3.7%Yield2.4%

+23.1%Past year+18.8%

0.80%Fee0.03%

3–1FKU wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026