Compare · 2 funds side by side · dividends reinvested

FSZ and IEMG

FSZFirst Trust×IEMGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,317FSZ · best of the two

02 / 04

FSZ and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.97%+5.4%+12.5%+16.5%+5.9%−10.4%14.7%$37M1.5

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.54%+6.0%+7.5%+18.9%+5.3%−17.8%25.5%$148B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: FSZ 2012 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Switzerland AlphaDEX Fund · $37M$13,317

FSZ

IEMG

iShares Core MSCI Emerging Markets ETF · $148B$12,929

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

FSZMeasureIEMG

+5.4%Year to dateJan 1 → Nov 5+6.0%

+12.5%1 yearTotal return+7.5%

+16.5%3 years · per year$10,000 became $15,800 · $16,804+18.9%

+5.9%5 years · per year$10,000 became $13,317 · $12,929+5.3%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

1.97%Trailing 12-mo yield$197 · $254 a year on $10k2.54%

−10.4%Worst dropSmaller is better−17.8%

14.7%VolatilityLower is calmer25.5%

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

4–4Level

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

More Ways to See the Pairs

FSZ vs IEMG: Top 5 Holdings

Today

FSZ

23.0%in top 5

IEMG

in top 527.9%

FSZStockIEMG

not top 52330.TW13.3%

not top 5005930.K6.0%

5.6%SUN.SWnot top 5

4.9%SREN.SWnot top 5

4.6%SDZ.SWnot top 5

not top 5000660.K4.5%

4.2%VONN.SWnot top 5

3.7%AVOL.SWnot top 5

not top 50700.HK2.5%

not top 59988.HK1.7%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FSZ vs IEMG Returns, Every Period

First TrustFSZ

+5.9%

5 years, per year

IEMGiShares

+5.3%

5 years, per year

FSZIEMGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FSZ vs IEMG

YTD

First TrustFSZ

+5.4%

IEMGiShares

+6.0%

+5.4%Year to date+6.0%

−10.4%Worst drop · 1Y−17.8%

14.7%Volatility · 1Y25.5%

2.0%Yield2.5%

$37.3MAssets$148B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSZ, IEMG

Today

0.09%lowest, IEMG

FundExpense ratioFee$10k

IEMG0.09%$9

FSZ0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSZ, IEMG

2.54%highest, IEMG

FundTrailing yieldYield$10k

IEMG2.54%$254

FSZ1.97%$197

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$245most kept, IEMG

IEMG$254 − $9 = $245

FSZ$197 − $80 = $117

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSZ, IEMG

Today

0.0%most shared, FSZ and IEMG

FSZIEMG

FSZ—0.0%

IEMG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.5%FSZ, at 14.7% volatility

FSZWorst drop−10.4%14.7% vol

IEMGWorst drop−17.8%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IEMGFSZ

+6.0%Year to date+5.4%

2.5%Yield2.0%

+7.5%Past year+12.5%

0.09%Fee0.80%

3–1IEMG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VWO vs IEMG

YTD

VanguardVWO

+1.2%

IEMGiShares

+6.0%

+1.2%Year to date+6.0%

2.2%Yield2.5%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026