FKU vs EWUS

AFKU

BEWUS

Measures won5–1FKU wins · of 6 · 5Y

$10,000 · 5Y$15,814FKU · EWUS $11,294

Lowest cost0.59%EWUS · $59 on $10k

Most income3.70%FKU · $370 on $10k

Smallest drop−14.2%FKU · worst fall in 1Y

Held in common21.9%FKU and EWUS

FKU

EWUS

First Trust United Kingdom AlphaDEX Fund · $36MiShares MSCI United Kingdom Small-Cap ETF · $40M

+25.5%3 years · per year$19,764 · $16,692+18.6%

+9.6%5 years · per year$15,814 · $11,294+2.5%

0.80%Expense ratio$80 · $59 on $10k · lower wins0.59%

3.70%12-mo yield$370 · $299 on $10k2.99%

−14.2%Worst dropSmaller wins−15.2%

18.5%VolatilityLower wins18.9%

5–1FKU wins

$10,000 · 5 yearsOne scale

Shared top holdingsFKU · EWUS

2.2%HSX.L1.8%

1.8%DCC.L1.6%

1.4%ICG.L1.4%

2.0%WTB.L1.4%

Held in common21.9%

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	AFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.70%	+2.7%	+13.5%	+23.1%	+25.5%	+9.6%	−14.2%	$36M
2	BEWUS	iShares MSCI United Kingdom Small-Cap ETFRead Desk		0.59%	2.99%	+2.3%	+10.0%	+17.7%	+18.6%	+2.5%	−15.2%	$40M

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	AFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.70%	+2.7%	+13.5%	+23.1%	+25.5%	+9.6%	−14.2%	$36M
2	BEWUS	iShares MSCI United Kingdom Small-Cap ETFRead Desk		0.59%	2.99%	+2.3%	+10.0%	+17.7%	+18.6%	+2.5%	−15.2%	$40M

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

FKU vs EWUS

FKU

First Trust United Kingdom AlphaDEX Fund

$15,814

EWUS

iShares MSCI United Kingdom Small-Cap

$11,294

MeasureFKUEWUS

Fee0.80%0.59%

Cost on $10k a year$80$59

Yield3.70%2.99%

5 years, per year+9.6%+2.5%

3 years, per year+25.5%+18.6%

Worst drop · 1Y−14.2%−15.2%

Volatility · 1Y18.5%18.9%

5–1measures won
FKU first

21.9%

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%

$120BAssets$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: FKU, EWUS

Today

21.9%most shared, FKU and EWUS

FKUEWUS

FKU—21.9%

EWUS21.9%—

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

Income After Fees on $10,000

$290most kept, FKU

FKU$370 − $80 = $290

EWUS$299 − $59 = $240

KeptFee

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