FEM vs EMXC

AFEM

BEMXC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,234EMXC · FEM $13,929

Lowest cost0.25%EMXC · $25 on $10k

Most income2.40%FEM · $240 on $10k

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

Held in common10.8%FEM and EMXC

FEM

EMXC

First Trust Emerging Markets AlphaDEX Fund · $760MiShares MSCI Emerging Markets ex China ETF · $23.7B

+18.2%3 years · per year$16,510 · $18,517+22.8%

+6.9%5 years · per year$13,929 · $15,234+8.8%

0.80%Expense ratio$80 · $25 on $10k · lower wins0.25%

2.40%12-mo yield$240 · $232 on $10k2.32%

−10.9%Worst dropSmaller wins−22.1%

21.0%VolatilityLower wins30.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFEM · EMXC

0.7%2317.TW1.0%

0.7%1303.TW0.4%

1.1%PETR4.SA0.4%

0.7%2881.TW0.4%

Held in common10.8%

End-of-day Nov 5, 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	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.32%	−7.6%	+14.8%	+18.9%	+22.8%	+8.8%	−22.1%	$23.7B
2	AFEM	First Trust Emerging Markets AlphaDEX FundRead Desk		0.80%	2.40%	−4.3%	+10.9%	+14.9%	+18.2%	+6.9%	−10.9%	$760M

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

Both

5Y2 funds

#			Trend
1	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.32%	−7.6%	+14.8%	+18.9%	+22.8%	+8.8%	−22.1%	$23.7B
2	AFEM	First Trust Emerging Markets AlphaDEX FundRead Desk		0.80%	2.40%	−4.3%	+10.9%	+14.9%	+18.2%	+6.9%	−10.9%	$760M

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

Cards for this view

FEM vs EMXC

FEM

First Trust Emerging Markets AlphaDEX Fund

$13,929

EMXC

iShares MSCI Emerging Markets ex China

$15,234

MeasureFEMEMXC

Fee0.80%0.25%

Cost on $10k a year$80$25

Yield2.40%2.32%

5 years, per year+6.9%+8.8%

3 years, per year+18.2%+22.8%

Worst drop · 1Y−10.9%−22.1%

Volatility · 1Y21.0%30.5%

3–3measures won
level

10.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FEM, EMXC

Today

10.8%most shared, FEM and EMXC

FEMEMXC

FEM—10.8%

EMXC10.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$207most kept, EMXC

EMXC$232 − $25 = $207

FEM$240 − $80 = $160

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee