FDT vs IEMG

AFDT

BIEMG

Measures won5–1FDT wins · of 6 · 5Y

$10,000 · 5Y$16,749FDT · IEMG $13,373

Lowest cost0.09%IEMG · $9 on $10k

Most income3.16%FDT · $316 on $10k

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

Held in common3.2%FDT and IEMG

FDT

IEMG

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4BiShares Core MSCI Emerging Markets ETF · $139B

+25.9%3 years · per year$19,968 · $16,988+19.3%

+10.9%5 years · per year$16,749 · $13,373+6.0%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

3.16%12-mo yield$316 · $249 on $10k2.49%

−13.4%Worst dropSmaller wins−17.8%

21.8%VolatilityLower wins25.5%

5–1FDT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDT · IEMG

0.3%402340.KS0.4%

0.3%055550.KS0.2%

0.7%9961.HK0.2%

0.2%2269.HK0.2%

Held in common3.2%

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

Both

5Y2 funds

#			Trend
1	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
2	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 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%	3.16%	−0.7%	+11.4%	+17.1%	+25.9%	+10.9%	−13.4%	$1.4B
2	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

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 IEMG

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,749

IEMG

iShares Core MSCI Emerging Markets

$13,373

MeasureFDTIEMG

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield3.16%2.49%

5 years, per year+10.9%+6.0%

3 years, per year+25.9%+19.3%

Worst drop · 1Y−13.4%−17.8%

Volatility · 1Y21.8%25.5%

5–1measures won
FDT first

3.2%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FDT, IEMG

Today

3.2%most shared, FDT and IEMG

FDTIEMG

FDT—3.2%

IEMG3.2%—

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

Income After Fees on $10,000

$240most kept, IEMG

IEMG$249 − $9 = $240

FDT$316 − $80 = $236

KeptFee

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