DFIS vs FSZ

ADFIS

BFSZ

Measures won3–2DFIS wins · of 6 · 5Y

$10,000 · 5Y$13,242FSZ

Lowest cost0.39%DFIS · $39 on $10k

Most income2.27%DFIS · $227 on $10k

Smallest drop−10.4%FSZ · worst fall in 1Y

Held in common3.4%DFIS and FSZ

DFIS

FSZ

Dimensional - International Small Cap ETF · $5.7BFirst Trust Switzerland AlphaDEX Fund · $37M

+21.0%3 years · per year$17,712 · $15,435+15.6%

[…]5 years · per year[…] · $13,242+5.8%

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

2.27%12-mo yield$227 · $200 on $10k2.00%

−12.5%Worst dropSmaller wins−10.4%

15.8%VolatilityLower wins14.8%

3–2DFIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIS · FSZ

0.3%VACN.SW3.0%

0.3%PSPN.SW3.6%

0.3%BEAN.SW1.3%

0.2%UHR.SW2.3%

Held in common3.4%

End-of-day Nov 6, 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	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk		0.80%	2.00%	−1.5%	+3.9%	+10.3%	+15.6%	+5.8%	−10.4%	$37M
2	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk		0.80%	2.00%	−1.5%	+3.9%	+10.3%	+15.6%	+5.8%	−10.4%	$37M
2	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIS vs FSZ

DFIS

Dimensional - International Small Cap

[…]

FSZ

First Trust Switzerland AlphaDEX Fund

$13,242

MeasureDFISFSZ

Fee0.39%0.80%

Cost on $10k a year$39$80

Yield2.27%2.00%

5 years, per year[…]+5.8%

3 years, per year+21.0%+15.6%

Worst drop · 1Y−12.5%−10.4%

Volatility · 1Y15.8%14.8%

3–2measures won
DFIS first

3.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFIS, FSZ

Today

3.4%most shared, DFIS and FSZ

DFISFSZ

DFIS—3.4%

FSZ3.4%—

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

Income After Fees on $10,000

$188most kept, DFIS

DFIS$227 − $39 = $188

FSZ$200 − $80 = $120

KeptFee

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