FDT vs FKU

AFDT

BFKU

Measures won3–2FDT wins · of 6 · 5Y

$10,000 · 5Y$16,725FDT · FKU $15,546

Lowest cost0.80%FDT · $80 on $10k

Most income3.75%FKU · $375 on $10k

Smallest drop−13.4%FDT · worst fall in 1Y

Held in common6.9%FDT and FKU

FDT

FKU

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4BFirst Trust United Kingdom AlphaDEX Fund · $36M

+26.8%3 years · per year$20,403 · $19,993+26.0%

+10.8%5 years · per year$16,725 · $15,546+9.2%

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

3.14%12-mo yield$314 · $375 on $10k3.75%

−13.4%Worst dropSmaller wins−14.2%

21.8%VolatilityLower wins18.3%

3–2FDT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDT · FKU

0.6%SDLF.L2.4%

0.6%III.L2.2%

0.5%CCC.L2.3%

0.5%BGEO.L1.8%

Held in common6.9%

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	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.14%	−3.3%	+12.2%	+18.7%	+26.8%	+10.8%	−13.4%	$1.4B
2	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.75%	−2.2%	+11.9%	+22.8%	+26.0%	+9.2%	−14.2%	$36M

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	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.14%	−3.3%	+12.2%	+18.7%	+26.8%	+10.8%	−13.4%	$1.4B
2	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.75%	−2.2%	+11.9%	+22.8%	+26.0%	+9.2%	−14.2%	$36M

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

FDT vs FKU

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,725

FKU

First Trust United Kingdom AlphaDEX Fund

$15,546

MeasureFDTFKU

Fee0.80%0.80%

Cost on $10k a year$80$80

Yield3.14%3.75%

5 years, per year+10.8%+9.2%

3 years, per year+26.8%+26.0%

Worst drop · 1Y−13.4%−14.2%

Volatility · 1Y21.8%18.3%

3–2measures won
FDT first

6.9%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDT, FKU

Today

6.9%most shared, FDT and FKU

FDTFKU

FDT—6.9%

FKU6.9%—

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

Income After Fees on $10,000

$295most kept, FKU

FKU$375 − $80 = $295

FDT$314 − $80 = $234

KeptFee

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