DFIS vs FSZ

ADFIS

BFSZ

Measures won3–2DFIS wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · FSZ $13,294

Lowest cost0.06%VT · $6 on $10k

Most income2.21%DFIS · $221 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common3.4%DFIS and FSZ

DFIS

FSZ

Dimensional - International Small Cap ETF · $5.8BFirst Trust Switzerland AlphaDEX Fund · $37M

+21.2%3 years · per year$17,789 · $15,421+15.5%

[…]5 years · per year[…] · $13,294+5.9%

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

2.21%12-mo yield$221 · $196 on $10k1.96%

−12.5%Worst dropSmaller wins−10.4%

16.0%VolatilityLower wins14.9%

3–2DFIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIS · FSZ

0.4%VACN.SW3.0%

0.3%PSPN.SW3.6%

0.3%BEAN.SW1.3%

0.2%ACLN.SW2.5%

Held in common3.4%

End-of-day Nov 9, 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	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.96%	+2.0%	+6.0%	+12.8%	+15.5%	+5.9%	−10.4%	$37M
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+2.8%	+10.9%	+18.8%	+21.2%	new	−12.5%	$5.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.96%	+2.0%	+6.0%	+12.8%	+15.5%	+5.9%	−10.4%	$37M
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+2.8%	+10.9%	+18.8%	+21.2%	new	−12.5%	$5.8B

End-of-day Nov 9, 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

$13,294

MeasureDFISFSZ

Fee0.39%0.80%

Cost on $10k a year$39$80

Yield2.21%1.96%

5 years, per year[…]+5.9%

3 years, per year+21.2%+15.5%

Worst drop · 1Y−12.5%−10.4%

Volatility · 1Y16.0%14.9%

3–2measures won
DFIS first

3.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFIS, FSZ, VT

Today

3.4%most shared, DFIS and FSZ

DFISFSZVT

DFIS—3.4%0.8%

FSZ3.4%—1.2%

VT0.8%1.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, DFIS

DFIS$221 − $39 = $182

VT$155 − $6 = $149

FSZ$196 − $80 = $116

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee