FEM vs AVEM

AFEM

BAVEM

Measures won2–4AVEM wins · of 6 · 5Y

$10,000 · 5Y$15,210AVEM · FEM $14,470

Lowest cost0.33%AVEM · $33 on $10k

Most income2.80%AVEM · $280 on $10k

Smallest drop−10.9%FEM · worst fall in 1Y

Held in common8.6%FEM and AVEM

FEM

AVEM

First Trust Emerging Markets AlphaDEX Fund · $734MAvantis Emerging Markets Equity ETF · $26.2B

+18.1%3 years · per year$16,480 · $17,908+21.4%

+7.7%5 years · per year$14,470 · $15,210+8.7%

0.80%Expense ratio$80 · $33 on $10k · lower wins0.33%

2.33%12-mo yield$233 · $280 on $10k2.80%

−10.9%Worst dropSmaller wins−17.7%

21.2%VolatilityLower wins25.5%

2–4AVEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEM · AVEM

0.6%2317.TW0.9%

0.7%2881.TW0.6%

0.9%2885.TW0.3%

1.0%0857.HK0.3%

Held in common8.6%

End-of-day Nov 9, 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	BAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.80%	+2.9%	+12.7%	+14.9%	+21.4%	+8.7%	−17.7%	$26.2B
2	AFEM	First Trust Emerging Markets AlphaDEX FundRead Desk		0.80%	2.33%	+2.9%	+14.6%	+16.3%	+18.1%	+7.7%	−10.9%	$734M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.80%	+2.9%	+12.7%	+14.9%	+21.4%	+8.7%	−17.7%	$26.2B
2	AFEM	First Trust Emerging Markets AlphaDEX FundRead Desk		0.80%	2.33%	+2.9%	+14.6%	+16.3%	+18.1%	+7.7%	−10.9%	$734M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FEM vs AVEM

FEM

First Trust Emerging Markets AlphaDEX Fund

$14,470

AVEM

Avantis Emerging Markets Equity

$15,210

MeasureFEMAVEM

Fee0.80%0.33%

Cost on $10k a year$80$33

Yield2.33%2.80%

5 years, per year+7.7%+8.7%

3 years, per year+18.1%+21.4%

Worst drop · 1Y−10.9%−17.7%

Volatility · 1Y21.2%25.5%

4–2measures won
AVEM first

8.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FEM, AVEM

Today

8.6%most shared, FEM and AVEM

FEMAVEM

FEM—8.6%

AVEM8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$247most kept, AVEM

AVEM$280 − $33 = $247

FEM$233 − $80 = $153

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee