Compare · 2 funds side by side · dividends reinvested

FPA and BBJP

FPAFirst Trust×BBJPJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,720FPA · best of the two

02 / 04

FPA and BBJP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Asia Pacific ex-Japan AlphaDEX FundInternational · Region & country0.80%4.29%+23.2%+18.6%+28.5%+10.8%−25.4%32.2%$108M1.5

JPMorgan BetaBuilders Japan ETFInternational · Region & country0.19%4.66%+15.2%+16.0%+20.5%+9.3%−13.6%20.5%$18.6B1.5

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: FPA 2011 · BBJP 2018

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Asia Pacific ex-Japan AlphaDEX Fund · $108M$16,720

FPA

BBJP

JPMorgan BetaBuilders Japan ETF · $18.6B$15,617

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FPAMeasureBBJP

+23.2%Year to dateJan 1 → Nov 4+15.2%

+18.6%1 yearTotal return+16.0%

+28.5%3 years · per year$10,000 became $21,202 · $17,490+20.5%

+10.8%5 years · per year$10,000 became $16,720 · $15,617+9.3%

0.80%Expense ratio$80 · $19 a year on $10k · lower is better0.19%

4.29%Trailing 12-mo yield$429 · $466 a year on $10k4.66%

−25.4%Worst dropSmaller is better−13.6%

32.2%VolatilityLower is calmer20.5%

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

4–4Level

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

More Ways to See the Pairs

FPA vs BBJP: Top 5 Holdings

Today

FPA

9.4%in top 5

BBJP

in top 517.0%

FPAStockBBJP

not top 58306.T4.5%

not top 57203.T3.7%

not top 56857.T3.0%

not top 56098.T3.0%

not top 58316.T2.8%

2.0%0316.HKnot top 5

2.0%0006.HKnot top 5

1.9%2618.HKnot top 5

1.8%0288.HKnot top 5

1.8%0001.HKnot top 5

Held in common0.0%

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

FPA vs BBJP Returns, Every Period

First TrustFPA

+10.8%

5 years, per year

BBJPJ.P. Morgan

+9.3%

5 years, per year

FPABBJPFaded: behind in that period

4–0FPA wins

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

FPA vs BBJP

YTD

First TrustFPA

+23.2%

BBJPJ.P. Morgan

+15.2%

+23.2%Year to date+15.2%

−25.4%Worst drop · 1Y−13.6%

32.2%Volatility · 1Y20.5%

4.3%Yield4.7%

$108MAssets$18.6B

3–1BBJP wins

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

Cost, Income and Risk

Fees: FPA, BBJP

Today

0.19%lowest, BBJP

FundExpense ratioFee$10k

BBJP0.19%$19

FPA0.80%$80

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

Yields: FPA, BBJP

4.66%highest, BBJP

FundTrailing yieldYield$10k

BBJP4.66%$466

FPA4.29%$429

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

Income After Fees on $10,000

$447most kept, BBJP

BBJP$466 − $19 = $447

FPA$429 − $80 = $349

KeptFee

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

Overlap: FPA, BBJP

Today

0.0%most shared, FPA and BBJP

FPABBJP

FPA—0.0%

BBJP0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.6%FPA, at 32.2% volatility

BBJPWorst drop−13.6%20.5% vol

FPAWorst drop−25.4%32.2% vol

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

Paid More vs Made More

YTD

BBJPFPA

+15.2%Year to date+23.2%

4.7%Yield4.3%

+16.0%Past year+18.6%

0.19%Fee0.80%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026