Compare · 2 funds side by side · dividends reinvested

FSZ and FPXE

FSZFirst Trust×FPXEFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,731FSZ · best of the two

02 / 04

FSZ and FPXE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.93%+7.4%+12.7%+17.2%+6.5%−10.4%14.7%$37M1.3

First Trust IPOX Europe Equity Opportunities ETFInternational · Region & country0.70%1.80%+2.5%+3.2%+19.4%+1.2%−14.3%20.9%$5M1.8

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: FSZ 2012 · FPXE 2018

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Switzerland AlphaDEX Fund · $37M$13,731

FSZ

FPXE

First Trust IPOX Europe Equity Opportunities ETF · $5M$10,632

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

FSZMeasureFPXE

+7.4%Year to dateJan 1 → Nov 4+2.5%

+12.7%1 yearTotal return+3.2%

+17.2%3 years · per year$10,000 became $16,101 · $17,036+19.4%

+6.5%5 years · per year$10,000 became $13,731 · $10,632+1.2%

0.80%Expense ratio$80 · $70 a year on $10k · lower is better0.70%

1.93%Trailing 12-mo yield$193 · $180 a year on $10k1.80%

−10.4%Worst dropSmaller is better−14.3%

14.7%VolatilityLower is calmer20.9%

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

6–2FSZ wins

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

More Ways to See the Pairs

FSZ vs FPXE: Top 5 Holdings

Today

FSZ

23.0%in top 5

FPXE

in top 533.0%

FSZStockFPXE

not top 5ROP.SW7.8%

not top 5SOBI.ST7.1%

not top 5BG.VI6.1%

not top 5ASND6.1%

not top 5SAVE.ST5.9%

5.6%SUN.SWnot top 5

4.9%SREN.SWnot top 5

4.6%SDZ.SWnot top 5

4.1%VONN.SWnot top 5

3.7%BKW.SWnot top 5

Held in common6.6%

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

FSZ vs FPXE Returns, Every Period

First TrustFSZ

+6.5%

5 years, per year

FPXEFirst Trust

+1.2%

5 years, per year

FSZFPXEFaded: behind in that period

3–1FSZ wins

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

FSZ vs FPXE

YTD

First TrustFSZ

+7.4%

FPXEFirst Trust

+2.5%

+7.4%Year to date+2.5%

−10.4%Worst drop · 1Y−14.3%

14.7%Volatility · 1Y20.9%

1.9%Yield1.8%

$37.5MAssets$4.7M

4–0FSZ wins

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

Cost, Income and Risk

Fees: FSZ, FPXE

Today

0.70%lowest, FPXE

FundExpense ratioFee$10k

FPXE0.70%$70

FSZ0.80%$80

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

Yields: FSZ, FPXE

1.93%highest, FSZ

FundTrailing yieldYield$10k

FSZ1.93%$193

FPXE1.80%$180

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

Income After Fees on $10,000

$113most kept, FSZ

FSZ$193 − $80 = $113

FPXE$180 − $70 = $110

KeptFee

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

Overlap: FSZ, FPXE

Today

6.6%most shared, FSZ and FPXE

FSZFPXE

FSZ—6.6%

FPXE6.6%—

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

Return vs Bumpiness: 2 ETFs

+12.7%FSZ, at 14.7% volatility

FSZWorst drop−10.4%14.7% vol

FPXEWorst drop−14.3%20.9% vol

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

Paid More vs Made More

YTD

FSZFPXE

+7.4%Year to date+2.5%

1.9%Yield1.8%

+12.7%Past year+3.2%

0.80%Fee0.70%

3–1FSZ wins

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