FDT vs PSP

AFDT

BPSP

Measures won4–2FDT wins · of 6 · 5Y

$10,000 · 5Y$16,864FDT · PSP $9,604

Lowest cost0.80%FDT · $80 on $10k

Most income5.28%PSP · $528 on $10k

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

Held in common1.3%FDT and PSP

FDT

PSP

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4BInvesco Global Listed Private Equity ETF · $216M

+27.8%3 years · per year$20,863 · $15,251+15.1%

+11.0%5 years · per year$16,864 · $9,604−0.8%

0.80%Expense ratio$80 · $175 on $10k · lower wins1.75%

3.11%12-mo yield$311 · $528 on $10k5.28%

−13.4%Worst dropSmaller wins−22.1%

21.5%VolatilityLower wins21.2%

4–2FDT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDT · PSP

0.7%SOF.BR4.8%

0.5%III.L4.7%

0.1%SON.LS2.1%

Held in common1.3%

End-of-day Nov 3, 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%	3.11%	−0.4%	+13.4%	+18.4%	+27.8%	+11.0%	−13.4%	$1.4B
2	BPSP	Invesco Global Listed Private Equity ETFRead Desk		1.75%	5.28%	−1.5%	−8.8%	−6.4%	+15.1%	−0.8%	−22.1%	$216M

End-of-day Nov 3, 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%	3.11%	−0.4%	+13.4%	+18.4%	+27.8%	+11.0%	−13.4%	$1.4B
2	BPSP	Invesco Global Listed Private Equity ETFRead Desk		1.75%	5.28%	−1.5%	−8.8%	−6.4%	+15.1%	−0.8%	−22.1%	$216M

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

Cards for this view

FDT vs PSP

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,864

PSP

Invesco Global Listed Private Equity

$9,604

MeasureFDTPSP

Fee0.80%1.75%

Cost on $10k a year$80$175

Yield3.11%5.28%

5 years, per year+11.0%−0.8%

3 years, per year+27.8%+15.1%

Worst drop · 1Y−13.4%−22.1%

Volatility · 1Y21.5%21.2%

4–2measures won
FDT first

1.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FDT, PSP

Today

1.3%most shared, FDT and PSP

FDTPSP

FDT—1.3%

PSP1.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$353most kept, PSP

PSP$528 − $175 = $353

FDT$311 − $80 = $231

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee