DISV vs FKU

ADISV

BFKU

Measures won3–2DISV wins · of 6 · 5Y

$10,000 · 5Y$15,814FKU · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income3.70%FKU · $370 on $10k

Smallest drop−11.6%VEA · worst fall in 1Y

Held in common3.4%DISV and FKU

DISV

FKU

Dimensional - International Small Cap Value ETF · $5.0BFirst Trust United Kingdom AlphaDEX Fund · $36M

+25.2%3 years · per year$19,636 · $19,764+25.5%

[…]5 years · per year[…] · $15,814+9.6%

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

2.66%12-mo yield$266 · $370 on $10k3.70%

−12.7%Worst dropSmaller wins−14.2%

15.5%VolatilityLower wins18.5%

3–2DISV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDISV · FKU

0.8%KGF.L2.8%

0.6%WTB.L2.0%

0.6%PSN.L2.1%

0.5%BGEO.L1.9%

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	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.70%	+2.7%	+13.5%	+23.1%	+25.5%	+9.6%	−14.2%	$36M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	ADISV	Dimensional - International Small Cap Value ETFRead Desk	0.42%	2.66%	+2.5%	+14.6%	+24.9%	+25.2%	new	−12.7%	$5.0B

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	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.70%	+2.7%	+13.5%	+23.1%	+25.5%	+9.6%	−14.2%	$36M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	ADISV	Dimensional - International Small Cap Value ETFRead Desk	0.42%	2.66%	+2.5%	+14.6%	+24.9%	+25.2%	new	−12.7%	$5.0B

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

DISV vs FKU

DISV

Dimensional - International Small Cap Value

[…]

FKU

First Trust United Kingdom AlphaDEX Fund

$15,814

MeasureDISVFKU

Fee0.42%0.80%

Cost on $10k a year$42$80

Yield2.66%3.70%

5 years, per year[…]+9.6%

3 years, per year+25.2%+25.5%

Worst drop · 1Y−12.7%−14.2%

Volatility · 1Y15.5%18.5%

3–2measures won
DISV first

3.4%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: DISV, FKU, VEA

Today

6.1%most shared, FKU and VEA

DISVFKUVEA

DISV—3.4%3.6%

FKU3.4%—6.1%

VEA3.6%6.1%—

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

Income After Fees on $10,000

$290most kept, FKU

FKU$370 − $80 = $290

VEA$244 − $3 = $241

DISV$266 − $42 = $224

KeptFee

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