FDT vs EFA

AFDT

BEFA

Measures won2–4EFA wins · of 6 · 5Y

$10,000 · 5Y$17,386FDT · EFA $15,434

Lowest cost0.32%EFA · $32 on $10k

Most income3.18%EFA · $318 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common11.2%FDT and EFA

FDT

EFA

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4BiShares MSCI EAFE ETF · $78.1B

+28.4%3 years · per year$21,163 · $17,423+20.3%

+11.7%5 years · per year$17,386 · $15,434+9.1%

0.80%Expense ratio$80 · $32 on $10k · lower wins0.32%

3.03%12-mo yield$303 · $318 on $10k3.18%

−13.4%Worst dropSmaller wins−11.4%

21.6%VolatilityLower wins16.1%

2–4EFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDT · EFA

0.4%SHEL.L1.4%

0.4%6098.T0.7%

0.4%GLEN.L0.3%

0.3%TTE.PA0.8%

Held in common11.2%

End-of-day Nov 4, 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	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.03%	+2.3%	+16.1%	+20.9%	+28.4%	+11.7%	−13.4%	$1.4B
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$78.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.03%	+2.3%	+16.1%	+20.9%	+28.4%	+11.7%	−13.4%	$1.4B
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$78.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDT vs EFA

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$17,386

EFA

iShares MSCI EAFE

$15,434

MeasureFDTEFA

Fee0.80%0.32%

Cost on $10k a year$80$32

Yield3.03%3.18%

5 years, per year+11.7%+9.1%

3 years, per year+28.4%+20.3%

Worst drop · 1Y−13.4%−11.4%

Volatility · 1Y21.6%16.1%

4–2measures won
EFA first

11.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDT, EFA

Today

11.2%most shared, FDT and EFA

FDTEFA

FDT—11.2%

EFA11.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$286most kept, EFA

EFA$318 − $32 = $286

FDT$303 − $80 = $223

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee