DISV vs FGM

ADISV

BFGM

Measures won5–0DISV wins · of 6 · 5Y

$10,000 · 5Y$12,169FGM

Lowest cost0.42%DISV · $42 on $10k

Most income2.63%DISV · $263 on $10k

Smallest drop−12.7%DISV · worst fall in 1Y

Held in common3.2%DISV and FGM

DISV

FGM

Dimensional - International Small Cap Value ETF · $5.1BFirst Trust Germany AlphaDEX Fund · $88M

+27.2%3 years · per year$20,596 · $18,877+23.6%

[…]5 years · per year[…] · $12,169+4.0%

0.42%Expense ratio$42 · $80 on $10k · lower wins0.80%

2.63%12-mo yield$263 · $179 on $10k1.79%

−12.7%Worst dropSmaller wins−18.3%

15.0%VolatilityLower wins21.4%

5–0DISV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDISV · FGM

0.7%EVK.DE1.2%

0.6%FME.DE3.4%

0.4%TKA.DE4.7%

0.4%NDA.DE3.3%

Held in common3.2%

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	BFGM	First Trust Germany AlphaDEX FundRead Desk		0.80%	1.79%	+2.8%	−2.4%	+3.7%	+23.6%	+4.0%	−18.3%	$88M
2	ADISV	Dimensional - International Small Cap Value ETFRead Desk		0.42%	2.63%	+2.2%	+16.2%	+25.2%	+27.2%	new	−12.7%	$5.1B

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	BFGM	First Trust Germany AlphaDEX FundRead Desk		0.80%	1.79%	+2.8%	−2.4%	+3.7%	+23.6%	+4.0%	−18.3%	$88M
2	ADISV	Dimensional - International Small Cap Value ETFRead Desk		0.42%	2.63%	+2.2%	+16.2%	+25.2%	+27.2%	new	−12.7%	$5.1B

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

DISV vs FGM

DISV

Dimensional - International Small Cap Value

[…]

FGM

First Trust Germany AlphaDEX Fund

$12,169

MeasureDISVFGM

Fee0.42%0.80%

Cost on $10k a year$42$80

Yield2.63%1.79%

5 years, per year[…]+4.0%

3 years, per year+27.2%+23.6%

Worst drop · 1Y−12.7%−18.3%

Volatility · 1Y15.0%21.4%

5–0measures won
DISV first

3.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DISV, FGM

Today

3.2%most shared, DISV and FGM

DISVFGM

DISV—3.2%

FGM3.2%—

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

Income After Fees on $10,000

$221most kept, DISV

DISV$263 − $42 = $221

FGM$179 − $80 = $99

KeptFee

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