EFAV vs FSZ

AEFAV

BFSZ

Measures won6–0EFAV wins · of 6 · 5Y

$10,000 · 5Y$14,528EFAV · FSZ $13,317

Lowest cost0.20%EFAV · $20 on $10k

Most income2.96%EFAV · $296 on $10k

Smallest drop−6.7%EFAV · worst fall in 1Y

Held in common5.0%EFAV and FSZ

EFAV

FSZ

iShares MSCI EAFE Min Vol Factor ETF · $5.6BFirst Trust Switzerland AlphaDEX Fund · $38M

+18.3%3 years · per year$16,550 · $15,800+16.5%

+7.8%5 years · per year$14,528 · $13,317+5.9%

0.20%Expense ratio$20 · $80 on $10k · lower wins0.80%

2.96%12-mo yield$296 · $197 on $10k1.97%

−6.7%Worst dropSmaller wins−10.4%

11.2%VolatilityLower wins14.7%

6–0EFAV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFAV · FSZ

1.4%NOVN.SW1.7%

1.4%SCMN.SW3.7%

1.3%ZURN.SW0.9%

0.3%ROP.SW1.0%

Held in common5.0%

End-of-day Nov 5, 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	AEFAV	iShares MSCI EAFE Min Vol Factor ETFRead Desk		0.20%	2.96%	−1.2%	+13.9%	+18.3%	+18.3%	+7.8%	−6.7%	$5.6B
2	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk		0.80%	1.97%	−1.9%	+5.4%	+12.5%	+16.5%	+5.9%	−10.4%	$38M

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

Both

5Y2 funds

#			Trend
1	AEFAV	iShares MSCI EAFE Min Vol Factor ETFRead Desk		0.20%	2.96%	−1.2%	+13.9%	+18.3%	+18.3%	+7.8%	−6.7%	$5.6B
2	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk		0.80%	1.97%	−1.9%	+5.4%	+12.5%	+16.5%	+5.9%	−10.4%	$38M

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

Cards for this view

EFAV vs FSZ

EFAV

iShares MSCI EAFE Min Vol Factor

$14,528

FSZ

First Trust Switzerland AlphaDEX Fund

$13,317

MeasureEFAVFSZ

Fee0.20%0.80%

Cost on $10k a year$20$80

Yield2.96%1.97%

5 years, per year+7.8%+5.9%

3 years, per year+18.3%+16.5%

Worst drop · 1Y−6.7%−10.4%

Volatility · 1Y11.2%14.7%

6–0measures won
EFAV first

5.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EFAV, FSZ

Today

5.0%most shared, EFAV and FSZ

EFAVFSZ

EFAV—5.0%

FSZ5.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$276most kept, EFAV

EFAV$296 − $20 = $276

FSZ$197 − $80 = $117

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee