FDT vs SPDW

AFDT

BSPDW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,967FDT · SPDW $15,394

Lowest cost0.03%SPDW · $3 on $10k

Most income3.09%FDT · $309 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common12.2%FDT and SPDW

FDT

SPDW

First Trust Developed Markets ex-US AlphaDEX Fund · $1.3BState Street SPDR Portfolio Developed World ex-US ETF · $40.1B

+26.2%3 years · per year$20,097 · $17,585+20.7%

+11.2%5 years · per year$16,967 · $15,394+9.0%

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

3.09%12-mo yield$309 · $305 on $10k3.05%

−13.4%Worst dropSmaller wins−11.5%

21.9%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDT · SPDW

0.4%SHEL.L0.9%

0.4%6098.T0.5%

0.3%7203.T0.8%

0.2%TTE.PA0.6%

Held in common12.2%

End-of-day Nov 9, 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	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk	0.80%	3.09%	+2.2%	+13.9%	+20.1%	+26.2%	+11.2%	−13.4%	$1.3B
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.05%	+3.0%	+13.4%	+18.9%	+20.7%	+9.0%	−11.5%	$40.1B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk	0.80%	3.09%	+2.2%	+13.9%	+20.1%	+26.2%	+11.2%	−13.4%	$1.3B
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.05%	+3.0%	+13.4%	+18.9%	+20.7%	+9.0%	−11.5%	$40.1B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 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

$16,967

SPDW

SPDR Portfolio Developed World ex-US

$15,394

MeasureFDTSPDW

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield3.09%3.05%

5 years, per year+11.2%+9.0%

3 years, per year+26.2%+20.7%

Worst drop · 1Y−13.4%−11.5%

Volatility · 1Y21.9%18.2%

3–2measures won
SPDW first

12.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDT, SPDW, VXUS

Today

59.0%most shared, SPDW and VXUS

FDTSPDWVXUS

FDT—12.2%9.5%

SPDW12.2%—59.0%

VXUS9.5%59.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$302most kept, SPDW

SPDW$305 − $3 = $302

VXUS$239 − $5 = $234

FDT$309 − $80 = $229

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee