FEM vs IEMG

AFEM

BIEMG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,444FEM · IEMG $13,713

Lowest cost0.09%IEMG · $9 on $10k

Most income2.40%IEMG · $240 on $10k

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

Held in common9.6%FEM and IEMG

FEM

IEMG

First Trust Emerging Markets AlphaDEX Fund · $748MiShares Core MSCI Emerging Markets ETF · $148B

+19.5%3 years · per year$17,068 · $17,695+21.0%

+7.6%5 years · per year$14,444 · $13,713+6.5%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

2.30%12-mo yield$230 · $240 on $10k2.40%

−10.9%Worst dropSmaller wins−13.8%

20.6%VolatilityLower wins24.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFEM · IEMG

0.7%2317.TW0.7%

1.1%PETR4.SA0.3%

0.7%2881.TW0.3%

0.7%1303.TW0.3%

Held in common9.6%

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%	$748M
2	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B

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%	$748M
2	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B

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 IEMG

FEM

First Trust Emerging Markets AlphaDEX Fund

$14,444

IEMG

iShares Core MSCI Emerging Markets

$13,713

MeasureFEMIEMG

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield2.30%2.40%

5 years, per year+7.6%+6.5%

3 years, per year+19.5%+21.0%

Worst drop · 1Y−10.9%−13.8%

Volatility · 1Y20.6%24.9%

3–3measures won
level

9.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+5.0%

IEMGiShares

+12.4%

+5.0%Year to date+12.4%

2.2%Yield2.4%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FEM, IEMG

Today

9.6%most shared, FEM and IEMG

FEMIEMG

FEM—9.6%

IEMG9.6%—

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

Income After Fees on $10,000

$231most kept, IEMG

IEMG$240 − $9 = $231

FEM$230 − $80 = $150

KeptFee

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