FEP vs IEFA

AFEP

BIEFA

Measures won2–4IEFA wins · of 6 · 5Y

$10,000 · 5Y$15,793FEP · IEFA $14,909

Lowest cost0.07%IEFA · $7 on $10k

Most income3.36%IEFA · $336 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common12.4%FEP and IEFA

FEP

IEFA

First Trust Europe AlphaDEX Fund · $483MiShares Core MSCI EAFE ETF · $193B

+26.1%3 years · per year$20,035 · $16,823+18.9%

+9.6%5 years · per year$15,793 · $14,909+8.3%

0.80%Expense ratio$80 · $7 on $10k · lower wins0.07%

3.01%12-mo yield$301 · $336 on $10k3.36%

−12.1%Worst dropSmaller wins−11.5%

17.8%VolatilityLower wins16.5%

2–4IEFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEP · IEFA

0.9%SHEL.L1.2%

0.7%TTE.PA0.7%

0.4%SAN.MC0.7%

0.4%SAN.PA0.4%

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	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B

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	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B

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 IEFA

FEP

First Trust Europe AlphaDEX Fund

$15,793

IEFA

iShares Core MSCI EAFE

$14,909

MeasureFEPIEFA

Fee0.80%0.07%

Cost on $10k a year$80$7

Yield3.01%3.36%

5 years, per year+9.6%+8.3%

3 years, per year+26.1%+18.9%

Worst drop · 1Y−12.1%−11.5%

Volatility · 1Y17.8%16.5%

4–2measures won
IEFA first

12.4%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

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

Overlap: FEP, IEFA

Today

12.4%most shared, FEP and IEFA

FEPIEFA

FEP—12.4%

IEFA12.4%—

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

FEP$301 − $80 = $221

KeptFee

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