FEM vs EEM

AFEM

BEEM

Measures won4–2FEM wins · of 6 · 5Y

$10,000 · 5Y$14,444FEM · EEM $13,431

Lowest cost0.72%EEM · $72 on $10k

Most income2.30%FEM · $230 on $10k

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

Held in common10.1%FEM and EEM

FEM

EEM

First Trust Emerging Markets AlphaDEX Fund · $756MiShares MSCI Emerging Markets ETF · $28.3B

+19.5%3 years · per year$17,068 · $17,934+21.5%

+7.6%5 years · per year$14,444 · $13,431+6.1%

0.80%Expense ratio$80 · $72 on $10k · lower wins0.72%

2.30%12-mo yield$230 · $181 on $10k1.81%

−10.9%Worst dropSmaller wins−14.3%

20.6%VolatilityLower wins25.6%

4–2FEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEM · EEM

0.7%2317.TW0.8%

1.1%PETR4.SA0.4%

0.7%2881.TW0.4%

0.7%1303.TW0.4%

Held in common10.1%

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	AFEM	First Trust Emerging Markets AlphaDEX FundRead Desk		0.80%	2.30%	+2.0%	+15.9%	+17.7%	+19.5%	+7.6%	−10.9%	$756M
2	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.81%	+0.9%	+13.2%	+12.9%	+21.5%	+6.1%	−14.3%	$28.3B

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	AFEM	First Trust Emerging Markets AlphaDEX FundRead Desk		0.80%	2.30%	+2.0%	+15.9%	+17.7%	+19.5%	+7.6%	−10.9%	$756M
2	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.81%	+0.9%	+13.2%	+12.9%	+21.5%	+6.1%	−14.3%	$28.3B

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

FEM vs EEM

FEM

First Trust Emerging Markets AlphaDEX Fund

$14,444

EEM

iShares MSCI Emerging Markets

$13,431

MeasureFEMEEM

Fee0.80%0.72%

Cost on $10k a year$80$72

Yield2.30%1.81%

5 years, per year+7.6%+6.1%

3 years, per year+19.5%+21.5%

Worst drop · 1Y−10.9%−14.3%

Volatility · 1Y20.6%25.6%

4–2measures won
FEM first

10.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FEM, EEM

Today

10.1%most shared, FEM and EEM

FEMEEM

FEM—10.1%

EEM10.1%—

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

Income After Fees on $10,000

$150most kept, FEM

FEM$230 − $80 = $150

EEM$181 − $72 = $109

KeptFee

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