FGD vs FKU

AFGD

BFKU

Measures won6–0FGD wins · of 6 · 5Y

$10,000 · 5Y$17,710FGD · FKU $15,546

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 common5.9%FGD and FKU

FGD

FKU

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BFirst Trust United Kingdom AlphaDEX Fund · $36M

+26.2%3 years · per year$20,119 · $19,993+26.0%

+12.1%5 years · per year$17,710 · $15,546+9.2%

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

5.65%12-mo yield$565 · $375 on $10k3.75%

−9.8%Worst dropSmaller wins−14.2%

12.7%VolatilityLower wins18.3%

6–0FGD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · FKU

1.6%LGEN.L1.8%

1.6%SDLF.L2.4%

1.3%ABDN.L1.6%

0.9%BATS.L1.2%

Held in common5.9%

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	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.75%	−2.2%	+11.9%	+22.8%	+26.0%	+9.2%	−14.2%	$36M

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	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.75%	−2.2%	+11.9%	+22.8%	+26.0%	+9.2%	−14.2%	$36M

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 FKU

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,710

FKU

First Trust United Kingdom AlphaDEX Fund

$15,546

MeasureFGDFKU

Fee0.55%0.80%

Cost on $10k a year$55$80

Yield5.65%3.75%

5 years, per year+12.1%+9.2%

3 years, per year+26.2%+26.0%

Worst drop · 1Y−9.8%−14.2%

Volatility · 1Y12.7%18.3%

6–0measures won
FGD first

5.9%

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, FKU

Today

5.9%most shared, FGD and FKU

FGDFKU

FGD—5.9%

FKU5.9%—

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

FKU$375 − $80 = $295

KeptFee

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