FEP vs EFA

AFEP

BEFA

Measures won2–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,793FEP · EFA $15,117

Lowest cost0.32%EFA · $32 on $10k

Most income3.21%EFA · $321 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common12.4%FEP and EFA

FEP

EFA

First Trust Europe AlphaDEX Fund · $483MiShares MSCI EAFE ETF · $77.7B

+26.1%3 years · per year$20,035 · $16,732+18.7%

+9.6%5 years · per year$15,793 · $15,117+8.6%

0.80%Expense ratio$80 · $32 on $10k · lower wins0.32%

3.01%12-mo yield$301 · $321 on $10k3.21%

−12.1%Worst dropSmaller wins−11.4%

17.8%VolatilityLower wins16.6%

2–4EFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEP · EFA

0.9%SHEL.L1.4%

0.7%TTE.PA0.8%

0.5%INGA.AS0.4%

0.4%SAN.MC0.8%

Held in common12.4%

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	AFEP	First Trust Europe AlphaDEX FundRead Desk		0.80%	3.01%	+3.3%	+10.1%	+18.4%	+26.1%	+9.6%	−12.1%	$483M
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B

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	AFEP	First Trust Europe AlphaDEX FundRead Desk		0.80%	3.01%	+3.3%	+10.1%	+18.4%	+26.1%	+9.6%	−12.1%	$483M
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B

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

FEP vs EFA

FEP

First Trust Europe AlphaDEX Fund

$15,793

EFA

iShares MSCI EAFE

$15,117

MeasureFEPEFA

Fee0.80%0.32%

Cost on $10k a year$80$32

Yield3.01%3.21%

5 years, per year+9.6%+8.6%

3 years, per year+26.1%+18.7%

Worst drop · 1Y−12.1%−11.4%

Volatility · 1Y17.8%16.6%

4–2measures won
EFA first

12.4%

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: FEP, EFA

Today

12.4%most shared, FEP and EFA

FEPEFA

FEP—12.4%

EFA12.4%—

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

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

FEP$301 − $80 = $221

KeptFee

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