FDT vs DFIV

AFDT

BDFIV

Measures won2–4DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,900DFIV · FDT $16,749

Lowest cost0.03%VEA · $3 on $10k

Most income3.16%FDT · $316 on $10k

Smallest drop−9.7%DFIV · worst fall in 1Y

Held in common19.6%FDT and DFIV

FDT

DFIV

First Trust Developed Markets ex-US AlphaDEX Fund · $1.3BDimensional - International Value ETF · $22.0B

+25.9%3 years · per year$19,968 · $19,675+25.3%

+10.9%5 years · per year$16,749 · $19,900+14.8%

0.80%Expense ratio$80 · $27 on $10k · lower wins0.27%

3.16%12-mo yield$316 · $280 on $10k2.80%

−13.4%Worst dropSmaller wins−9.7%

21.8%VolatilityLower wins14.3%

2–4DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDT · DFIV

0.7%BAS.DE1.3%

0.6%REP.MC0.9%

0.5%5020.T0.5%

0.4%GLEN.L0.6%

Held in common19.6%

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	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.0B
2	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk	0.80%	3.16%	−0.7%	+11.4%	+17.1%	+25.9%	+10.9%	−13.4%	$1.3B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

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	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.0B
2	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk	0.80%	3.16%	−0.7%	+11.4%	+17.1%	+25.9%	+10.9%	−13.4%	$1.3B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

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

FDT vs DFIV

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,749

DFIV

Dimensional - International Value

$19,900

MeasureFDTDFIV

Fee0.80%0.27%

Cost on $10k a year$80$27

Yield3.16%2.80%

5 years, per year+10.9%+14.8%

3 years, per year+25.9%+25.3%

Worst drop · 1Y−13.4%−9.7%

Volatility · 1Y21.8%14.3%

4–2measures won
DFIV first

19.6%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

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: FDT, DFIV, VEA

Today

27.8%most shared, DFIV and VEA

FDTDFIVVEA

FDT—19.6%12.0%

DFIV19.6%—27.8%

VEA12.0%27.8%—

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

Income After Fees on $10,000

$253most kept, DFIV

DFIV$280 − $27 = $253

VEA$251 − $3 = $248

FDT$316 − $80 = $236

KeptFee

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