Compare · 2 funds side by side · dividends reinvested

FKU and IEMG

FKUFirst Trust×IEMGiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,891FKU · best of the two

02 / 04

FKU and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.66%+14.5%+23.0%+26.9%+9.7%−14.2%18.3%$36M1.3

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.40%+12.4%+11.8%+21.0%+6.5%−13.8%24.9%$148B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FKU 2012 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust United Kingdom AlphaDEX Fund · $36M$15,891

FKU

IEMG

iShares Core MSCI Emerging Markets ETF · $148B$13,713

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

FKUMeasureIEMG

+14.5%Year to dateJan 1 → Nov 4+12.4%

+23.0%1 yearTotal return+11.8%

+26.9%3 years · per year$10,000 became $20,441 · $17,695+21.0%

+9.7%5 years · per year$10,000 became $15,891 · $13,713+6.5%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

3.66%Trailing 12-mo yield$366 · $240 a year on $10k2.40%

−14.2%Worst dropSmaller is better−13.8%

18.3%VolatilityLower is calmer24.9%

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

6–2FKU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FKU vs IEMG: Top 5 Holdings

Today

FKU

13.0%in top 5

IEMG

in top 528.3%

FKUStockIEMG

not top 52330.TW13.6%

not top 5005930.K6.0%

not top 5000660.K4.5%

2.8%SHEL.Lnot top 5

2.7%KGF.Lnot top 5

2.6%EZJ.Lnot top 5

2.5%CCC.Lnot top 5

not top 50700.HK2.4%

2.4%SDLF.Lnot top 5

not top 59988.HK1.7%

Held in common0.3%

End-of-day Nov 4, 2026 · share of each fund

FKU vs IEMG Returns, Every Period

First TrustFKU

+9.7%

5 years, per year

IEMGiShares

+6.5%

5 years, per year

FKUIEMGFaded: behind in that period

4–0FKU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FKU vs IEMG

YTD

First TrustFKU

+14.5%

IEMGiShares

+12.4%

+14.5%Year to date+12.4%

−14.2%Worst drop · 1Y−13.8%

18.3%Volatility · 1Y24.9%

3.7%Yield2.4%

$35.7MAssets$148B

3–1FKU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FKU, IEMG

Today

0.09%lowest, IEMG

FundExpense ratioFee$10k

IEMG0.09%$9

FKU0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FKU, IEMG

3.66%highest, FKU

FundTrailing yieldYield$10k

FKU3.66%$366

IEMG2.40%$240

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$286most kept, FKU

FKU$366 − $80 = $286

IEMG$240 − $9 = $231

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FKU, IEMG

Today

0.3%most shared, FKU and IEMG

FKUIEMG

FKU—0.3%

IEMG0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.0%FKU, at 18.3% volatility

FKUWorst drop−14.2%18.3% vol

IEMGWorst drop−13.8%24.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FKUIEMG

+14.5%Year to date+12.4%

3.7%Yield2.4%

+23.0%Past year+11.8%

0.80%Fee0.09%

3–1FKU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VWO vs IEMG

YTD

VanguardVWO

+5.0%

IEMGiShares

+12.4%

+5.0%Year to date+12.4%

2.2%Yield2.4%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026