FDTS vs IEFA

AFDTS

BIEFA

Measures won2–4IEFA wins · of 6 · 5Y

$10,000 · 5Y$16,791FDTS · IEFA $15,228

Lowest cost0.07%IEFA · $7 on $10k

Most income3.34%IEFA · $334 on $10k

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

Held in common1.0%FDTS and IEFA

FDTS

IEFA

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MiShares Core MSCI EAFE ETF · $193B

+26.5%3 years · per year$20,260 · $17,523+20.6%

+10.9%5 years · per year$16,791 · $15,228+8.8%

0.80%Expense ratio$80 · $7 on $10k · lower wins0.07%

2.69%12-mo yield$269 · $334 on $10k3.34%

−13.1%Worst dropSmaller wins−11.5%

19.8%VolatilityLower wins16.0%

2–4IEFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDTS · IEFA

0.2%ANN.AX0.0%

0.5%2501.T0.0%

0.5%LEG.DE0.0%

0.3%7261.T0.0%

Held in common1.0%

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	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B

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	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B

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 IEFA

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,791

IEFA

iShares Core MSCI EAFE

$15,228

MeasureFDTSIEFA

Fee0.80%0.07%

Cost on $10k a year$80$7

Yield2.69%3.34%

5 years, per year+10.9%+8.8%

3 years, per year+26.5%+20.6%

Worst drop · 1Y−13.1%−11.5%

Volatility · 1Y19.8%16.0%

4–2measures won
IEFA first

1.0%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDTS, IEFA

Today

1.0%most shared, FDTS and IEFA

FDTSIEFA

FDTS—1.0%

IEFA1.0%—

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

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

FDTS$269 − $80 = $189

KeptFee

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