Compare · 3 funds side by side · dividends reinvested

FSZ, DFIS and IEFA

FSZFirst Trust×DFISDimensional×IEFAiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,909IEFA · best of the three

02 / 04

FSZ, DFIS and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$187B1.6

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.21%+10.9%+18.8%+21.2%[…]−12.5%16.0%$5.7B1.9

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.96%+6.0%+12.8%+15.5%+5.9%−10.4%14.9%$37M2.4

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: FSZ 2012 · DFIS 2022 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Switzerland AlphaDEX Fund · $37M$13,294

FSZ

DFIS

Dimensional - International Small Cap ETF · $5.7B[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FSZMeasureDFIS

+6.0%Year to dateJan 1 → Nov 9+10.9%

+12.8%1 yearTotal return+18.8%

+15.5%3 years · per year$10,000 became $15,421 · $17,789+21.2%

+5.9%5 years · per year$10,000 became $13,294 · […][…]

0.80%Expense ratio$80 · $39 a year on $10k · lower is better0.39%

1.96%Trailing 12-mo yield$196 · $221 a year on $10k2.21%

−10.4%Worst dropSmaller is better−12.5%

14.9%VolatilityLower is calmer16.0%

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

2–5DFIS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSZ vs DFIS: Top 5 Holdings

Today

FSZ

23.0%in top 5

DFIS

in top 51.8%

FSZStockDFIS

5.5%SUN.SWnot top 5

4.9%SREN.SWnot top 5

4.7%SDZ.SWnot top 5

4.1%VONN.SWnot top 5

3.8%SCMN.SWnot top 5

not top 5ORNBV.HE0.4%

not top 5QIA.DE0.4%

not top 5VACN.SW0.4%

not top 5DPM.TO0.3%

not top 5SPSN.SW0.3%

Held in common3.4%

End-of-day Nov 9, 2026 · share of each fund

FSZ vs DFIS Returns, Every Period

First TrustFSZ

+12.8%

past year

DFISDimensional

+18.8%

past year

FSZDFISFaded: behind in that period

0–3DFIS wins

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

FSZ vs IEFA

YTD

First TrustFSZ

+6.0%

IEFAiShares

+11.1%

+6.0%Year to date+11.1%

−10.4%Worst drop · 1Y−11.5%

14.9%Volatility · 1Y16.5%

2.0%Yield3.4%

$37.0MAssets$187B

2–2level

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

Cost, Income and Risk

Fees: FSZ, DFIS, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

DFIS0.39%$39

FSZ0.80%$80

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

Yields: FSZ, DFIS, IEFA

3.36%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.36%$336

DFIS2.21%$221

FSZ1.96%$196

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

DFIS$221 − $39 = $182

FSZ$196 − $80 = $116

KeptFee

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

Overlap: FSZ, DFIS, IEFA

Today

10.6%most shared, DFIS and IEFA

FSZDFISIEFA

FSZ—3.4%5.9%

DFIS3.4%—10.6%

IEFA5.9%10.6%—

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

Return vs Bumpiness: 3 ETFs

+18.8%DFIS, at 16.0% volatility

FSZWorst drop−10.4%14.9% vol

DFISWorst drop−12.5%16.0% vol

IEFAWorst drop−11.5%16.5% vol

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

Paid More vs Made More

YTD

IEFADFIS

+11.1%Year to date+10.9%

3.4%Yield2.2%

+15.8%Past year+18.8%

0.07%Fee0.39%

3–1IEFA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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