FKU vs VT

AFKU

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · FKU $15,468

Lowest cost0.06%VT · $6 on $10k

Most income3.80%FKU · $380 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common1.8%FKU and VT

FKU

First Trust United Kingdom AlphaDEX Fund · $36MVanguard Total World Stock ETF · $81.8B

+25.1%3 years · per year$19,583 · $17,563+20.7%

+9.1%5 years · per year$15,468 · $15,649+9.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

3.80%12-mo yield$380 · $159 on $10k1.59%

−14.2%Worst dropSmaller wins−9.7%

18.3%VolatilityLower wins14.7%

2–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFKU · VT

0.8%HSBA.L0.3%

2.7%SHEL.L0.2%

1.3%BATS.L0.1%

0.8%GSK.L0.1%

Held in common1.8%

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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%	$36M

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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%	$36M

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 VT

FKU

First Trust United Kingdom AlphaDEX Fund

$15,468

Vanguard Total World Stock

$15,649

MeasureFKUVT

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield3.80%1.59%

5 years, per year+9.1%+9.4%

3 years, per year+25.1%+20.7%

Worst drop · 1Y−14.2%−9.7%

Volatility · 1Y18.3%14.7%

4–2measures won
VT first

1.8%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FKU, VT

Today

1.8%most shared, FKU and VT

FKUVT

FKU—1.8%

VT1.8%—

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

VT$159 − $6 = $153

KeptFee

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