FDTS vs SPDW

AFDTS

BSPDW

Measures won2–4SPDW wins · of 6 · 5Y

$10,000 · 5Y$16,791FDTS · SPDW $15,799

Lowest cost0.03%SPDW · $3 on $10k

Most income3.01%SPDW · $301 on $10k

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

Held in common0.9%FDTS and SPDW

FDTS

SPDW

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MState Street SPDR Portfolio Developed World ex-US ETF · $40.8B

+26.5%3 years · per year$20,260 · $18,473+22.7%

+10.9%5 years · per year$16,791 · $15,799+9.6%

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

2.69%12-mo yield$269 · $301 on $10k3.01%

−13.1%Worst dropSmaller wins−11.5%

19.8%VolatilityLower wins17.6%

2–4SPDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDTS · SPDW

0.2%ANN.AX0.0%

0.1%8367.T0.0%

0.3%8345.T0.0%

0.2%6952.T0.0%

Held in common0.9%

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.01%	+2.2%	+14.9%	+19.0%	+22.7%	+9.6%	−11.5%	$40.8B

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.01%	+2.2%	+14.9%	+19.0%	+22.7%	+9.6%	−11.5%	$40.8B

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 SPDW

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,791

SPDW

SPDR Portfolio Developed World ex-US

$15,799

MeasureFDTSSPDW

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield2.69%3.01%

5 years, per year+10.9%+9.6%

3 years, per year+26.5%+22.7%

Worst drop · 1Y−13.1%−11.5%

Volatility · 1Y19.8%17.6%

4–2measures won
SPDW first

0.9%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDTS, SPDW

Today

0.9%most shared, FDTS and SPDW

FDTSSPDW

FDTS—0.9%

SPDW0.9%—

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

Income After Fees on $10,000

$298most kept, SPDW

SPDW$301 − $3 = $298

FDTS$269 − $80 = $189

KeptFee

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