FGD vs FDT

AFGD

BFDT

Measures won5–1FGD wins · of 6 · 5Y

$10,000 · 5Y$17,710FGD · FDT $16,725

Lowest cost0.55%FGD · $55 on $10k

Most income5.65%FGD · $565 on $10k

Smallest drop−9.8%FGD · worst fall in 1Y

Held in common7.4%FGD and FDT

FGD

FDT

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BFirst Trust Developed Markets ex-US AlphaDEX Fund · $1.4B

+26.2%3 years · per year$20,119 · $20,403+26.8%

+12.1%5 years · per year$17,710 · $16,725+10.8%

0.55%Expense ratio$55 · $80 on $10k · lower wins0.80%

5.65%12-mo yield$565 · $314 on $10k3.14%

−9.8%Worst dropSmaller wins−13.4%

12.7%VolatilityLower wins21.8%

5–1FGD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · FDT

1.6%SDLF.L0.6%

0.9%BAS.DE0.6%

0.7%BCE.TO0.6%

1.3%REP.MC0.6%

Held in common7.4%

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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B
2	BFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.14%	−3.3%	+12.2%	+18.7%	+26.8%	+10.8%	−13.4%	$1.4B

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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B
2	BFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.14%	−3.3%	+12.2%	+18.7%	+26.8%	+10.8%	−13.4%	$1.4B

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

FGD vs FDT

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,710

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,725

MeasureFGDFDT

Fee0.55%0.80%

Cost on $10k a year$55$80

Yield5.65%3.14%

5 years, per year+12.1%+10.8%

3 years, per year+26.2%+26.8%

Worst drop · 1Y−9.8%−13.4%

Volatility · 1Y12.7%21.8%

5–1measures won
FGD first

7.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FGD, FDT

Today

7.4%most shared, FGD and FDT

FGDFDT

FGD—7.4%

FDT7.4%—

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

Income After Fees on $10,000

$510most kept, FGD

FGD$565 − $55 = $510

FDT$314 − $80 = $234

KeptFee

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