FDTS vs VT

AFDTS

BVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,297FDTS · VT $15,649

Lowest cost0.03%VEA · $3 on $10k

Most income2.79%FDTS · $279 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.0%FDTS and VT

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MVanguard Total World Stock ETF · $81.8B

+24.3%3 years · per year$19,191 · $17,563+20.7%

+10.3%5 years · per year$16,297 · $15,649+9.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

2.79%12-mo yield$279 · $159 on $10k1.59%

−13.1%Worst dropSmaller wins−9.7%

20.1%VolatilityLower wins14.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDTS · VT

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

Held in common0.0%

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 Three

5Y3 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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	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

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

All Three

5Y3 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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	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

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 VT

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,297

Vanguard Total World Stock

$15,649

MeasureFDTSVT

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield2.79%1.59%

5 years, per year+10.3%+9.4%

3 years, per year+24.3%+20.7%

Worst drop · 1Y−13.1%−9.7%

Volatility · 1Y20.1%14.7%

3–3measures won
level

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FDTS, VT, VEA

Today

23.3%most shared, VT and VEA

FDTSVTVEA

FDTS—0.0%0.9%

VT0.0%—23.3%

VEA0.9%23.3%—

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

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

FDTS$279 − $80 = $199

VT$159 − $6 = $153

KeptFee

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