FKU vs ISVL

AFKU

BISVL

Measures won2–4ISVL wins · of 6 · 5Y

$10,000 · 5Y$16,419ISVL · FKU $15,468

Lowest cost0.05%VXUS · $5 on $10k

Most income3.80%FKU · $380 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common4.0%FKU and ISVL

FKU

ISVL

First Trust United Kingdom AlphaDEX Fund · $37MiShares International Developed Small Cap Value Factor ETF · $316M

+25.1%3 years · per year$19,583 · $19,048+24.0%

+9.1%5 years · per year$15,468 · $16,419+10.4%

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

3.80%12-mo yield$380 · $316 on $10k3.16%

−14.2%Worst dropSmaller wins−12.5%

18.3%VolatilityLower wins15.4%

2–4ISVL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFKU · ISVL

1.9%BGEO.L0.8%

1.6%ABDN.L0.8%

2.0%BBY.L0.8%

1.2%BBOX.L0.7%

Held in common4.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BISVL	iShares International Developed Small Cap Value Factor ETFRead Desk	0.31%	3.16%	−1.4%	+9.3%	+18.7%	+24.0%	+10.4%	−12.5%	$316M
2	AFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.80%	−1.3%	+10.4%	+19.8%	+25.1%	+9.1%	−14.2%	$37M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	TISC	Thrivent International Small Cap ETFRead Desk	0.55%	0.00%	−0.6%	new	new	new	new	[…]	$115M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BISVL	iShares International Developed Small Cap Value Factor ETFRead Desk	0.31%	3.16%	−1.4%	+9.3%	+18.7%	+24.0%	+10.4%	−12.5%	$316M
2	AFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.80%	−1.3%	+10.4%	+19.8%	+25.1%	+9.1%	−14.2%	$37M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	TISC	Thrivent International Small Cap ETFRead Desk	0.55%	0.00%	−0.6%	new	new	new	new	[…]	$115M

End-of-day Nov 6, 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

$15,468

ISVL

iShares International Developed Small Cap Value Factor

$16,419

MeasureFKUISVL

Fee0.80%0.31%

Cost on $10k a year$80$31

Yield3.80%3.16%

5 years, per year+9.1%+10.4%

3 years, per year+25.1%+24.0%

Worst drop · 1Y−14.2%−12.5%

Volatility · 1Y18.3%15.4%

4–2measures won
ISVL first

4.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FKU, ISVL, TISC, VXUS

Today

17.6%most shared, ISVL and TISC

FKUISVLTISCVXUS

FKU—4.0%3.6%4.7%

ISVL4.0%—17.6%0.5%

TISC3.6%17.6%—4.0%

VXUS4.7%0.5%4.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$300most kept, FKU

FKU$380 − $80 = $300

ISVL$316 − $31 = $285

VXUS$245 − $5 = $240

TISC$0 − $55 = −$55

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee