FDTS vs IEMG

AFDTS

BIEMG

Measures won5–1FDTS wins · of 6 · 5Y

$10,000 · 5Y$16,791FDTS · IEMG $13,713

Lowest cost0.09%IEMG · $9 on $10k

Most income2.69%FDTS · $269 on $10k

Smallest drop−13.1%FDTS · worst fall in 1Y

Held in common0.5%FDTS and IEMG

FDTS

IEMG

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MiShares Core MSCI Emerging Markets ETF · $148B

+26.5%3 years · per year$20,260 · $17,695+21.0%

+10.9%5 years · per year$16,791 · $13,713+6.5%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

2.69%12-mo yield$269 · $240 on $10k2.40%

−13.1%Worst dropSmaller wins−13.8%

19.8%VolatilityLower wins24.9%

5–1FDTS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDTS · IEMG

0.3%2331.HK0.0%

0.2%OPTIMA.AT0.0%

0.3%0425.HK0.0%

0.3%271560.KS0.0%

Held in common0.5%

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	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B

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	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B

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 IEMG

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,791

IEMG

iShares Core MSCI Emerging Markets

$13,713

MeasureFDTSIEMG

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield2.69%2.40%

5 years, per year+10.9%+6.5%

3 years, per year+26.5%+21.0%

Worst drop · 1Y−13.1%−13.8%

Volatility · 1Y19.8%24.9%

5–1measures won
FDTS first

0.5%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+5.0%

IEMGiShares

+12.4%

+5.0%Year to date+12.4%

2.2%Yield2.4%

$125BAssets$148B

2–0IEMG wins

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, IEMG

Today

0.5%most shared, FDTS and IEMG

FDTSIEMG

FDTS—0.5%

IEMG0.5%—

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

Income After Fees on $10,000

$231most kept, IEMG

IEMG$240 − $9 = $231

FDTS$269 − $80 = $189

KeptFee

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