Compare · 3 funds side by side · dividends reinvested

FSZ, DFIS and VT

FSZFirst Trust×DFISDimensional×VTVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,830VT · best of the three

Story of the three · IncomeMost incomeDFIS · 2.22% · $222 a year on $10k

Story of the three · RiskSmallest drop

FSZ, DFIS and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.55%+11.4%+12.2%+20.4%+9.6%−9.7%14.9%$81.8B1.6

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.22%+10.1%+15.4%+20.9%[…]−12.5%15.9%$5.8B1.9

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.98%+4.8%+7.7%+15.0%+5.4%−10.4%14.8%$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 12, 2026 · returns include dividends · since: FSZ 2012 · DFIS 2022 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Switzerland AlphaDEX Fund · $37M$13,026

FSZ

DFIS

Dimensional - International Small Cap ETF · $5.8B[…]

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

FSZMeasure

More Ways to See the Pairs

FSZ vs DFIS: Top 5 Holdings

Today

FSZ

22.9%in top 5

DFIS

in top 51.8%

FSZStockDFIS

5.5%SUN.SWnot top 5

4.7%SREN.SWnot top 5

4.7%SDZ.SWnot top 5

4.2%VONN.SWnot top 5

3.7%BKW.SW

Cost, Income and Risk

Fees: FSZ, DFIS, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

DFIS0.39%$39

FSZ0.80%$80

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FSZ, DFIS, VT

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

DFIS

+4.8%Year to dateJan 1 → Nov 12+10.1%

+7.7%1 yearTotal return+15.4%

+15.0%3 years · per year$10,000 became $15,197 · $17,656+20.9%

+5.4%5 years · per year$10,000 became $13,026 · […][…]

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

1.98%Trailing 12-mo yield$198 · $222 a year on $10k2.22%

−10.4%Worst dropSmaller is better−12.5%

14.8%VolatilityLower is calmer15.9%

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

2–5DFIS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5ORNBV.HE0.4%

not top 5VACN.SW0.4%

not top 5QIA.DE0.3%

not top 54385.T0.3%

not top 5G1A.DE0.3%

Held in common3.4%

End-of-day Nov 12, 2026 · share of each fund

FSZ vs DFIS Returns, Every Period

1Y

First TrustFSZ

+7.7%

past year

DFISDimensional

+15.4%

past year

FSZDFISFaded: behind in that period

0–3DFIS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FSZ vs DFIS

YTD

First TrustFSZ

+4.8%

DFISDimensional

+10.1%

+4.8%Year to date+10.1%

−10.4%Worst drop · 1Y−12.5%

14.8%Volatility · 1Y15.9%

2.0%Yield2.2%

$37.3MAssets$5.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

2.22%highest, DFIS

FundTrailing yieldYield$10k

DFIS2.22%$222

FSZ1.98%$198

VT1.55%$155

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

Income After Fees on $10,000

1Y

$183most kept, DFIS

DFIS$222 − $39 = $183

VT$155 − $6 = $149

FSZ$198 − $80 = $118

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FSZ, DFIS, VT

Today

3.4%most shared, FSZ and DFIS

FSZDFISVT

FSZ—3.4%1.2%

DFIS3.4%—0.8%

VT1.2%0.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFIS, at 15.9% volatility

FSZWorst drop−10.4%14.8% vol

VTWorst drop−9.7%14.9% vol

DFISWorst drop−12.5%15.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFISVT

+10.1%Year to date+11.4%

2.2%Yield1.5%

+15.4%Past year+12.2%

0.39%Fee0.06%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FSZ, DFIS and VT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three