DISV vs FKU

ADISV

BFKU

Measures won4–1DISV wins · of 6 · 5Y

$10,000 · 5Y$15,304FKU

Lowest cost0.42%DISV · $42 on $10k

Most income3.78%FKU · $378 on $10k

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

Held in common3.4%DISV and FKU

DISV

FKU

Dimensional - International Small Cap Value ETF · $5.1BFirst Trust United Kingdom AlphaDEX Fund · $36M

+26.8%3 years · per year$20,405 · $20,259+26.5%

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

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

2.68%12-mo yield$268 · $378 on $10k3.78%

−12.7%Worst dropSmaller wins−14.2%

14.9%VolatilityLower wins18.0%

4–1DISV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDISV · FKU

0.8%KGF.L2.6%

0.6%WTB.L2.0%

0.6%PSN.L2.0%

0.4%BGEO.L1.8%

Held in common3.4%

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

Both

5Y2 funds

#			Trend
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	ADISV	Dimensional - International Small Cap Value ETFRead Desk		0.42%	2.68%	−0.9%	+13.7%	+22.3%	+26.8%	new	−12.7%	$5.1B

End-of-day Nov 3, 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%	3.78%	−1.3%	+11.0%	+18.7%	+26.5%	+8.9%	−14.2%	$36M
2	ADISV	Dimensional - International Small Cap Value ETFRead Desk		0.42%	2.68%	−0.9%	+13.7%	+22.3%	+26.8%	new	−12.7%	$5.1B

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

DISV vs FKU

DISV

Dimensional - International Small Cap Value

[…]

FKU

First Trust United Kingdom AlphaDEX Fund

$15,304

MeasureDISVFKU

Fee0.42%0.80%

Cost on $10k a year$42$80

Yield2.68%3.78%

5 years, per year[…]+8.9%

3 years, per year+26.8%+26.5%

Worst drop · 1Y−12.7%−14.2%

Volatility · 1Y14.9%18.0%

4–1measures won
DISV first

3.4%

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: DISV, FKU

Today

3.4%most shared, DISV and FKU

DISVFKU

DISV—3.4%

FKU3.4%—

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

DISV$268 − $42 = $226

KeptFee

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