FDTS vs SPDW

AFDTS

BSPDW

Measures won2–4SPDW wins · of 6 · 5Y

$10,000 · 5Y$16,297FDTS · VEA $15,197

Lowest cost0.03%SPDW · $3 on $10k

Most income3.14%SPDW · $314 on $10k

Smallest drop−11.3%VXUS · 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 · $41.0B

+24.3%3 years · per year$19,191 · $17,462+20.4%

+10.3%5 years · per year$16,297 · $15,100+8.6%

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

2.79%12-mo yield$279 · $314 on $10k3.14%

−13.1%Worst dropSmaller wins−11.5%

20.1%VolatilityLower wins17.9%

2–4SPDW wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDTS · SPDW

0.2%ANN.AX0.0%

0.1%8367.T0.0%

0.2%6952.T0.0%

0.3%8345.T0.0%

Held in common0.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.79%	−0.2%	+13.8%	+21.2%	+24.3%	+10.3%	−13.1%	$13M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.0B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.79%	−0.2%	+13.8%	+21.2%	+24.3%	+10.3%	−13.1%	$13M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.0B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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

$16,297

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureFDTSSPDW

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield2.79%3.14%

5 years, per year+10.3%+8.6%

3 years, per year+24.3%+20.4%

Worst drop · 1Y−13.1%−11.5%

Volatility · 1Y20.1%17.9%

4–2measures won
SPDW first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FDTS, SPDW, VXUS, VEA

Today

79.7%most shared, SPDW and VEA

FDTSSPDWVXUSVEA

FDTS—0.9%0.3%0.9%

SPDW0.9%—59.2%79.7%

VXUS0.3%59.2%—65.3%

VEA0.9%79.7%65.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$311most kept, SPDW

SPDW$314 − $3 = $311

VEA$251 − $3 = $248

VXUS$245 − $5 = $240

FDTS$279 − $80 = $199

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee