DFIS vs FKU

ADFIS

BFKU

Measures won3–2DFIS wins · of 6 · 5Y

$10,000 · 5Y$15,891FKU

Lowest cost0.39%DFIS · $39 on $10k

Most income3.66%FKU · $366 on $10k

Smallest drop−12.5%DFIS · worst fall in 1Y

Held in common2.9%DFIS and FKU

DFIS

FKU

Dimensional - International Small Cap ETF · $5.8BFirst Trust United Kingdom AlphaDEX Fund · $36M

+23.1%3 years · per year$18,633 · $20,441+26.9%

[…]5 years · per year[…] · $15,891+9.7%

0.39%Expense ratio$39 · $80 on $10k · lower wins0.80%

2.19%12-mo yield$219 · $366 on $10k3.66%

−12.5%Worst dropSmaller wins−14.2%

15.5%VolatilityLower wins18.3%

3–2DFIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIS · FKU

0.3%HSX.L2.2%

0.2%KGF.L2.7%

0.2%GAW.L0.6%

0.2%BGEO.L1.8%

Held in common2.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.66%	+3.1%	+14.5%	+23.0%	+26.9%	+9.7%	−14.2%	$36M
2	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.19%	+1.9%	+12.1%	+18.1%	+23.1%	new	−12.5%	$5.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.66%	+3.1%	+14.5%	+23.0%	+26.9%	+9.7%	−14.2%	$36M
2	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.19%	+1.9%	+12.1%	+18.1%	+23.1%	new	−12.5%	$5.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIS vs FKU

DFIS

Dimensional - International Small Cap

[…]

FKU

First Trust United Kingdom AlphaDEX Fund

$15,891

MeasureDFISFKU

Fee0.39%0.80%

Cost on $10k a year$39$80

Yield2.19%3.66%

5 years, per year[…]+9.7%

3 years, per year+23.1%+26.9%

Worst drop · 1Y−12.5%−14.2%

Volatility · 1Y15.5%18.3%

3–2measures won
DFIS first

2.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFIS, FKU

Today

2.9%most shared, DFIS and FKU

DFISFKU

DFIS—2.9%

FKU2.9%—

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

Income After Fees on $10,000

$286most kept, FKU

FKU$366 − $80 = $286

DFIS$219 − $39 = $180

KeptFee

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