Compare · 3 funds side by side · dividends reinvested

SCZ, FKU and EWUS

SCZiShares×FKUFirst Trust×EWUSiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,891FKU · best of the three

02 / 04

SCZ, FKU and EWUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.66%+14.5%+23.0%+26.9%+9.7%−14.2%18.3%$36M1.5

iShares MSCI EAFE Small-Cap ETFInternational · Developed0.40%3.17%+10.1%+14.3%+20.2%+5.2%−11.4%15.3%$12.7B2.0

iShares MSCI United Kingdom Small-Cap ETFInternational · Region & country0.59%2.97%+10.8%+16.8%+20.7%+2.4%−15.2%18.5%$41M2.5

Rank among the three1st → 3rdFee, 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: SCZ 2007 · FKU 2012 · EWUS 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE Small-Cap ETF · $12.7B$12,891

SCZ

FKU

First Trust United Kingdom AlphaDEX Fund · $36M$15,891

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

SCZMeasureFKU

+10.1%Year to dateJan 1 → Nov 4+14.5%

+14.3%1 yearTotal return+23.0%

+20.2%3 years · per year$10,000 became $17,385 · $20,441+26.9%

+5.2%5 years · per year$10,000 became $12,891 · $15,891+9.7%

0.40%Expense ratio$40 · $80 a year on $10k · lower is better0.80%

3.17%Trailing 12-mo yield$317 · $366 a year on $10k3.66%

−11.4%Worst dropSmaller is better−14.2%

15.3%VolatilityLower is calmer18.3%

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

3–5FKU wins

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

More Ways to See the Pairs

SCZ vs FKU: Top 5 Holdings

Today

SCZ

1.4%in top 5

FKU

in top 513.0%

SCZStockFKU

not top 5SHEL.L2.8%

not top 5KGF.L2.7%

not top 5EZJ.L2.6%

not top 5CCC.L2.5%

not top 5SDLF.L2.4%

0.3%6532.Tnot top 5

0.3%BSL.AXnot top 5

0.3%IMI.Lnot top 5

0.3%WEIR.Lnot top 5

0.2%PSPN.SWnot top 5

Held in common3.6%

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

SCZ vs FKU Returns, Every Period

iSharesSCZ

+5.2%

5 years, per year

FKUFirst Trust

+9.7%

5 years, per year

SCZFKUFaded: behind in that period

0–4FKU wins

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

SCZ vs FKU

YTD

iSharesSCZ

+10.1%

FKUFirst Trust

+14.5%

+10.1%Year to date+14.5%

−11.4%Worst drop · 1Y−14.2%

15.3%Volatility · 1Y18.3%

3.2%Yield3.7%

$12.7BAssets$35.8M

2–2level

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

Cost, Income and Risk

Fees: SCZ, FKU, EWUS

Today

0.40%lowest, SCZ

FundExpense ratioFee$10k

SCZ0.40%$40

EWUS0.59%$59

FKU0.80%$80

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

Yields: SCZ, FKU, EWUS

3.66%highest, FKU

FundTrailing yieldYield$10k

FKU3.66%$366

SCZ3.17%$317

EWUS2.97%$297

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

Income After Fees on $10,000

$286most kept, FKU

FKU$366 − $80 = $286

SCZ$317 − $40 = $277

EWUS$297 − $59 = $238

KeptFee

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

Overlap: SCZ, FKU, EWUS

Today

22.1%most shared, FKU and EWUS

SCZFKUEWUS

SCZ—3.6%13.0%

FKU3.6%—22.1%

EWUS13.0%22.1%—

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

Return vs Bumpiness: 3 ETFs

+23.0%FKU, at 18.3% volatility

SCZWorst drop−11.4%15.3% vol

FKUWorst drop−14.2%18.3% vol

EWUSWorst drop−15.2%18.5% vol

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

Paid More vs Made More

YTD

FKUEWUS

+14.5%Year to date+10.8%

3.7%Yield3.0%

+23.0%Past year+16.8%

0.80%Fee0.59%

3–1FKU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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