FDTS vs EFA

AFDTS

BEFA

Measures won2–4EFA wins · of 6 · 5Y

$10,000 · 5Y$16,791FDTS · EFA $15,434

Lowest cost0.32%EFA · $32 on $10k

Most income3.18%EFA · $318 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common0.0%FDTS and EFA

FDTS

EFA

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MiShares MSCI EAFE ETF · $76.3B

+26.5%3 years · per year$20,260 · $17,423+20.3%

+10.9%5 years · per year$16,791 · $15,434+9.1%

0.80%Expense ratio$80 · $32 on $10k · lower wins0.32%

2.69%12-mo yield$269 · $318 on $10k3.18%

−13.1%Worst dropSmaller wins−11.4%

19.8%VolatilityLower wins16.1%

2–4EFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDTS · EFA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk		0.80%	2.69%	+1.2%	+18.2%	+24.6%	+26.5%	+10.9%	−13.1%	$13M
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$76.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk		0.80%	2.69%	+1.2%	+18.2%	+24.6%	+26.5%	+10.9%	−13.1%	$13M
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$76.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDTS vs EFA

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,791

EFA

iShares MSCI EAFE

$15,434

MeasureFDTSEFA

Fee0.80%0.32%

Cost on $10k a year$80$32

Yield2.69%3.18%

5 years, per year+10.9%+9.1%

3 years, per year+26.5%+20.3%

Worst drop · 1Y−13.1%−11.4%

Volatility · 1Y19.8%16.1%

4–2measures won
EFA first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDTS, EFA

Today

0.0%most shared, FDTS and EFA

FDTSEFA

FDTS—0.0%

EFA0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$286most kept, EFA

EFA$318 − $32 = $286

FDTS$269 − $80 = $189

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee