FKU vs ISVL

AFKU

BISVL

Measures won2–4ISVL wins · of 6 · 5Y

$10,000 · 5Y$16,521ISVL · FKU $15,546

Lowest cost0.31%ISVL · $31 on $10k

Most income3.75%FKU · $375 on $10k

Smallest drop−12.5%ISVL · worst fall in 1Y

Held in common4.0%FKU and ISVL

FKU

ISVL

First Trust United Kingdom AlphaDEX Fund · $36MiShares International Developed Small Cap Value Factor ETF · $328M

+26.0%3 years · per year$19,993 · $19,393+24.7%

+9.2%5 years · per year$15,546 · $16,521+10.6%

0.80%Expense ratio$80 · $31 on $10k · lower wins0.31%

3.75%12-mo yield$375 · $311 on $10k3.11%

−14.2%Worst dropSmaller wins−12.5%

18.3%VolatilityLower wins15.3%

2–4ISVL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFKU · ISVL

1.8%BGEO.L0.8%

1.6%ABDN.L0.8%

2.1%BBY.L0.8%

1.2%BBOX.L0.8%

Held in common4.0%

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

All Three

5Y3 funds

#
1	BISVL	iShares International Developed Small Cap Value Factor ETFRead Desk	0.31%	3.11%	−2.8%	+10.9%	+20.6%	+24.7%	+10.6%	−12.5%	$328M
2	AFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.75%	−2.2%	+11.9%	+22.8%	+26.0%	+9.2%	−14.2%	$36M
3	TISC	Thrivent International Small Cap ETFRead Desk	0.55%	0.00%	−3.5%	new	new	new	new	[…]	$114M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BISVL	iShares International Developed Small Cap Value Factor ETFRead Desk	0.31%	3.11%	−2.8%	+10.9%	+20.6%	+24.7%	+10.6%	−12.5%	$328M
2	AFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.75%	−2.2%	+11.9%	+22.8%	+26.0%	+9.2%	−14.2%	$36M
3	TISC	Thrivent International Small Cap ETFRead Desk	0.55%	0.00%	−3.5%	new	new	new	new	[…]	$114M

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

FKU vs ISVL

FKU

First Trust United Kingdom AlphaDEX Fund

$15,546

ISVL

iShares International Developed Small Cap Value Factor

$16,521

MeasureFKUISVL

Fee0.80%0.31%

Cost on $10k a year$80$31

Yield3.75%3.11%

5 years, per year+9.2%+10.6%

3 years, per year+26.0%+24.7%

Worst drop · 1Y−14.2%−12.5%

Volatility · 1Y18.3%15.3%

4–2measures won
ISVL first

4.0%

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: FKU, ISVL, TISC

Today

17.8%most shared, ISVL and TISC

FKUISVLTISC

FKU—4.0%3.7%

ISVL4.0%—17.8%

TISC3.7%17.8%—

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

Income After Fees on $10,000

$295most kept, FKU

FKU$375 − $80 = $295

ISVL$311 − $31 = $280

TISC$0 − $55 = −$55

KeptFee

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