Compare · 2 funds side by side · dividends reinvested

FSZ and VT

FSZFirst Trust×VTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,649VT · best of the two

02 / 04

FSZ and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B1.1

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%2.00%+3.9%+10.3%+15.6%+5.8%−10.4%14.8%$37M1.9

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 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

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

FSZ

Vanguard Total World Stock ETF · $81.8B$15,649

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

FSZMeasureVT

+3.9%Year to dateJan 1 → Nov 6+8.5%

+10.3%1 yearTotal return+10.4%

+15.6%3 years · per year$10,000 became $15,435 · $17,563+20.7%

+5.8%5 years · per year$10,000 became $13,242 · $15,649+9.4%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

2.00%Trailing 12-mo yield$200 · $159 a year on $10k1.59%

−10.4%Worst dropSmaller is better−9.7%

14.8%VolatilityLower is calmer14.7%

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

1–7VT 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 VT: Top 5 Holdings

Today

FSZ

23.3%in top 5

in top 515.6%

FSZStockVT

5.6%SUN.SWnot top 5

5.1%SREN.SWnot top 5

4.6%SDZ.SWnot top 5

not top 5NVDA4.5%

4.1%VONN.SWnot top 5

not top 5AAPL4.1%

3.9%SCMN.SWnot top 5

not top 5MSFT3.2%

not top 5AMZN2.0%

not top 5GOOGL1.7%

Held in common1.2%

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

FSZ vs VT Returns, Every Period

First TrustFSZ

+5.8%

5 years, per year

VTVanguard

+9.4%

5 years, per year

FSZVTFaded: behind in that period

0–4VT wins

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

FSZ vs VT

YTD

First TrustFSZ

+3.9%

VTVanguard

+8.5%

+3.9%Year to date+8.5%

−10.4%Worst drop · 1Y−9.7%

14.8%Volatility · 1Y14.7%

2.0%Yield1.6%

$37.0MAssets$81.8B

3–1VT wins

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

Cost, Income and Risk

Fees: FSZ, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

FSZ0.80%$80

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

Yields: FSZ, VT

2.00%highest, FSZ

FundTrailing yieldYield$10k

FSZ2.00%$200

VT1.59%$159

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

FSZ$200 − $80 = $120

KeptFee

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

Overlap: FSZ, VT

Today

1.2%most shared, FSZ and VT

FSZVT

FSZ—1.2%

VT1.2%—

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

Return vs Bumpiness: 2 ETFs

+10.4%VT, at 14.7% volatility

VTWorst drop−9.7%14.7% vol

FSZWorst drop−10.4%14.8% vol

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

Paid More vs Made More

YTD

FSZVT

+3.9%Year to date+8.5%

2.0%Yield1.6%

+10.3%Past year+10.4%

0.80%Fee0.06%

3–1VT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026