FDT vs FKU

AFDT

BFKU

Measures won3–2FDT wins · of 6 · 5Y

$10,000 · 5Y$19,261EFAS · FDT $16,749

Lowest cost0.55%EFAS · $55 on $10k

Most income5.00%EFAS · $500 on $10k

Smallest drop−8.4%EFAS · 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 · $37M

+25.9%3 years · per year$19,968 · $19,583+25.1%

+10.9%5 years · per year$16,749 · $15,468+9.1%

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

3.16%12-mo yield$316 · $380 on $10k3.80%

−13.4%Worst dropSmaller wins−14.2%

21.8%VolatilityLower wins18.3%

3–2FDT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDT · FKU

0.6%SDLF.L2.4%

0.6%III.L2.2%

0.5%BGEO.L1.9%

0.5%CCC.L2.3%

Held in common6.9%

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	EFAS	Global X - MSCI SuperDividend EAFE ETFRead Desk	0.55%	5.00%	−1.8%	+18.8%	+26.7%	+27.0%	+14.0%	−8.4%	$62M
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%	$1.4B
3	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.80%	−1.3%	+10.4%	+19.8%	+25.1%	+9.1%	−14.2%	$37M

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	EFAS	Global X - MSCI SuperDividend EAFE ETFRead Desk	0.55%	5.00%	−1.8%	+18.8%	+26.7%	+27.0%	+14.0%	−8.4%	$62M
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%	$1.4B
3	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.80%	−1.3%	+10.4%	+19.8%	+25.1%	+9.1%	−14.2%	$37M

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 FKU

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,749

FKU

First Trust United Kingdom AlphaDEX Fund

$15,468

MeasureFDTFKU

Fee0.80%0.80%

Cost on $10k a year$80$80

Yield3.16%3.80%

5 years, per year+10.9%+9.1%

3 years, per year+25.9%+25.1%

Worst drop · 1Y−13.4%−14.2%

Volatility · 1Y21.8%18.3%

3–2measures won
FDT first

6.9%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDT, FKU, EFAS

Today

8.7%most shared, FKU and EFAS

FDTFKUEFAS

FDT—6.9%6.1%

FKU6.9%—8.7%

EFAS6.1%8.7%—

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

Income After Fees on $10,000

$445most kept, EFAS

EFAS$500 − $55 = $445

FKU$380 − $80 = $300

FDT$316 − $80 = $236

KeptFee

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