DFIS vs FKU

ADFIS

BFKU

Measures won3–2DFIS wins · of 6 · 5Y

$10,000 · 5Y$15,304FKU · EWUS $11,020

Lowest cost0.39%DFIS · $39 on $10k

Most income3.78%FKU · $378 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

+22.8%3 years · per year$18,522 · $20,259+26.5%

[…]5 years · per year[…] · $15,304+8.9%

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

2.23%12-mo yield$223 · $378 on $10k3.78%

−12.5%Worst dropSmaller wins−14.2%

15.4%VolatilityLower wins18.0%

3–2DFIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIS · FKU

0.3%HSX.L2.2%

0.2%KGF.L2.6%

0.2%GAW.L0.6%

0.2%BGEO.L1.8%

Held in common2.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.78%	−1.3%	+11.0%	+18.7%	+26.5%	+8.9%	−14.2%	$36M
2	EWUS	iShares MSCI United Kingdom Small-Cap ETFRead Desk	0.59%	3.04%	−0.8%	+8.5%	+13.9%	+20.7%	+2.0%	−15.2%	$41M
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.23%	−0.6%	+10.0%	+15.7%	+22.8%	new	−12.5%	$5.8B

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

All Three

5Y3 funds

#
1	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.78%	−1.3%	+11.0%	+18.7%	+26.5%	+8.9%	−14.2%	$36M
2	EWUS	iShares MSCI United Kingdom Small-Cap ETFRead Desk	0.59%	3.04%	−0.8%	+8.5%	+13.9%	+20.7%	+2.0%	−15.2%	$41M
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.23%	−0.6%	+10.0%	+15.7%	+22.8%	new	−12.5%	$5.8B

End-of-day Nov 3, 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

$15,304

MeasureDFISFKU

Fee0.39%0.80%

Cost on $10k a year$39$80

Yield2.23%3.78%

5 years, per year[…]+8.9%

3 years, per year+22.8%+26.5%

Worst drop · 1Y−12.5%−14.2%

Volatility · 1Y15.4%18.0%

3–2measures won
DFIS first

2.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFIS, FKU, EWUS

Today

22.1%most shared, FKU and EWUS

DFISFKUEWUS

DFIS—2.9%10.9%

FKU2.9%—22.1%

EWUS10.9%22.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$298most kept, FKU

FKU$378 − $80 = $298

EWUS$304 − $59 = $245

DFIS$223 − $39 = $184

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee