FDT vs SPDW

AFDT

BSPDW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,725FDT · SPDW $15,064

Lowest cost0.03%SPDW · $3 on $10k

Most income3.14%FDT · $314 on $10k

Smallest drop−11.5%SPDW · worst fall in 1Y

Held in common12.3%FDT and SPDW

FDT

SPDW

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4BState Street SPDR Portfolio Developed World ex-US ETF · $41.2B

+26.8%3 years · per year$20,403 · $17,731+21.0%

+10.8%5 years · per year$16,725 · $15,064+8.5%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

3.14%12-mo yield$314 · $313 on $10k3.13%

−13.4%Worst dropSmaller wins−11.5%

21.8%VolatilityLower wins17.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDT · SPDW

0.4%SHEL.L0.9%

0.4%6098.T0.5%

0.2%7203.T0.7%

0.2%TTE.PA0.6%

Held in common12.3%

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$41.2B

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$41.2B

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 SPDW

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,725

SPDW

SPDR Portfolio Developed World ex-US

$15,064

MeasureFDTSPDW

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield3.14%3.13%

5 years, per year+10.8%+8.5%

3 years, per year+26.8%+21.0%

Worst drop · 1Y−13.4%−11.5%

Volatility · 1Y21.8%17.9%

3–2measures won
SPDW first

12.3%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDT, SPDW

Today

12.3%most shared, FDT and SPDW

FDTSPDW

FDT—12.3%

SPDW12.3%—

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

Income After Fees on $10,000

$310most kept, SPDW

SPDW$313 − $3 = $310

FDT$314 − $80 = $234

KeptFee

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