FEP vs VT

AFEP

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · FEP $15,793

Lowest cost0.06%VT · $6 on $10k

Most income3.01%FEP · $301 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common2.8%FEP and VT

FEP

First Trust Europe AlphaDEX Fund · $483MVanguard Total World Stock ETF · $81.8B

+26.1%3 years · per year$20,035 · $17,661+20.9%

+9.6%5 years · per year$15,793 · $15,957+9.8%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

3.01%12-mo yield$301 · $155 on $10k1.55%

−12.1%Worst dropSmaller wins−9.7%

17.8%VolatilityLower wins14.9%

2–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEP · VT

0.9%SHEL.L0.2%

0.4%SAN.MC0.2%

0.4%ALV.DE0.2%

0.7%TTE.PA0.1%

Held in common2.8%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	AFEP	First Trust Europe AlphaDEX FundRead Desk		0.80%	3.01%	+3.3%	+10.1%	+18.4%	+26.1%	+9.6%	−12.1%	$483M

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	AFEP	First Trust Europe AlphaDEX FundRead Desk		0.80%	3.01%	+3.3%	+10.1%	+18.4%	+26.1%	+9.6%	−12.1%	$483M

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 VT

FEP

First Trust Europe AlphaDEX Fund

$15,793

Vanguard Total World Stock

$15,957

MeasureFEPVT

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield3.01%1.55%

5 years, per year+9.6%+9.8%

3 years, per year+26.1%+20.9%

Worst drop · 1Y−12.1%−9.7%

Volatility · 1Y17.8%14.9%

4–2measures won
VT first

2.8%

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, VT

Today

2.8%most shared, FEP and VT

FEPVT

FEP—2.8%

VT2.8%—

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

Income After Fees on $10,000

$221most kept, FEP

FEP$301 − $80 = $221

VT$155 − $6 = $149

KeptFee

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