Compare · 2 funds side by side · dividends reinvested

FSZ and IEFA

FSZFirst Trust×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,591IEFA · best of the two

02 / 04

FSZ and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$187B1.3

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%2.00%+3.9%+10.3%+15.6%+5.8%−10.4%14.8%$37M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: FSZ 2012 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Switzerland AlphaDEX Fund · $37M$13,242

FSZ

IEFA

iShares Core MSCI EAFE ETF · $187B$14,591

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

FSZMeasureIEFA

+3.9%Year to dateJan 1 → Nov 6+7.7%

+10.3%1 yearTotal return+11.9%

+15.6%3 years · per year$10,000 became $15,435 · $16,646+18.5%

+5.8%5 years · per year$10,000 became $13,242 · $14,591+7.8%

0.80%Expense ratio$80 · $7 a year on $10k · lower is better0.07%

2.00%Trailing 12-mo yield$200 · $347 a year on $10k3.47%

−10.4%Worst dropSmaller is better−11.5%

14.8%VolatilityLower is calmer16.2%

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

2–6IEFA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSZ vs IEFA: Top 5 Holdings

Today

FSZ

23.3%in top 5

IEFA

in top 57.1%

FSZStockIEFA

5.6%SUN.SWnot top 5

5.1%SREN.SWnot top 5

4.6%SDZ.SWnot top 5

4.1%VONN.SWnot top 5

3.9%SCMN.SWnot top 5

not top 5ASML.AS2.2%

not top 5ROP.SW1.3%

not top 5NOVN.SW1.2%

not top 5HSBA.L1.2%

not top 5SHEL.L1.2%

Held in common5.8%

End-of-day Nov 6, 2026 · share of each fund

FSZ vs IEFA Returns, Every Period

First TrustFSZ

+5.8%

5 years, per year

IEFAiShares

+7.8%

5 years, per year

FSZIEFAFaded: behind in that period

0–4IEFA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FSZ vs IEFA

YTD

First TrustFSZ

+3.9%

IEFAiShares

+7.7%

+3.9%Year to date+7.7%

−10.4%Worst drop · 1Y−11.5%

14.8%Volatility · 1Y16.2%

2.0%Yield3.5%

$37.0MAssets$187B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSZ, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

FSZ0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSZ, IEFA

3.47%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.47%$347

FSZ2.00%$200

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

FSZ$200 − $80 = $120

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSZ, IEFA

Today

5.8%most shared, FSZ and IEFA

FSZIEFA

FSZ—5.8%

IEFA5.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%IEFA, at 16.2% volatility

FSZWorst drop−10.4%14.8% vol

IEFAWorst drop−11.5%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IEFAFSZ

+7.7%Year to date+3.9%

3.5%Yield2.0%

+11.9%Past year+10.3%

0.07%Fee0.80%

4–0IEFA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026