DISV vs FKU

ADISV

BFKU

Measures won3–2DISV wins · of 6 · 5Y

$10,000 · 5Y$15,468FKU · VXUS $14,489

Lowest cost0.05%VXUS · $5 on $10k

Most income3.80%FKU · $380 on $10k

Smallest drop−11.3%VXUS · 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

+25.0%3 years · per year$19,544 · $19,583+25.1%

[…]5 years · per year[…] · $15,468+9.1%

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

2.73%12-mo yield$273 · $380 on $10k3.80%

−12.7%Worst dropSmaller wins−14.2%

15.3%VolatilityLower wins18.3%

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 6, 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%	3.80%	−1.3%	+10.4%	+19.8%	+25.1%	+9.1%	−14.2%	$36M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	ADISV	Dimensional - International Small Cap Value ETFRead Desk	0.42%	2.73%	−1.0%	+11.8%	+21.6%	+25.0%	new	−12.7%	$5.0B

End-of-day Nov 6, 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%	3.80%	−1.3%	+10.4%	+19.8%	+25.1%	+9.1%	−14.2%	$36M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	ADISV	Dimensional - International Small Cap Value ETFRead Desk	0.42%	2.73%	−1.0%	+11.8%	+21.6%	+25.0%	new	−12.7%	$5.0B

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

DISV vs FKU

DISV

Dimensional - International Small Cap Value

[…]

FKU

First Trust United Kingdom AlphaDEX Fund

$15,468

MeasureDISVFKU

Fee0.42%0.80%

Cost on $10k a year$42$80

Yield2.73%3.80%

5 years, per year[…]+9.1%

3 years, per year+25.0%+25.1%

Worst drop · 1Y−12.7%−14.2%

Volatility · 1Y15.3%18.3%

3–2measures won
DISV first

3.4%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

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

Overlap: DISV, FKU, VXUS

Today

4.7%most shared, FKU and VXUS

DISVFKUVXUS

DISV—3.4%1.9%

FKU3.4%—4.7%

VXUS1.9%4.7%—

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

Income After Fees on $10,000

$300most kept, FKU

FKU$380 − $80 = $300

VXUS$245 − $5 = $240

DISV$273 − $42 = $231

KeptFee

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