FLN vs COLO

AFLN

BCOLO

Measures won1–5COLO wins · of 6 · 5Y

$10,000 · 5Y$21,104COLO · FLN $17,978

Lowest cost0.62%COLO · $62 on $10k

Most income4.26%COLO · $426 on $10k

Smallest drop−16.4%FLN · worst fall in 1Y

Held in common2.4%FLN and COLO

FLN

COLO

First Trust Latin America AlphaDEX Fund · $43MGlobal X - MSCI Colombia ETF · $176M

+14.7%3 years · per year$15,104 · $28,109+41.1%

+12.4%5 years · per year$17,978 · $21,104+16.1%

0.80%Expense ratio$80 · $62 on $10k · lower wins0.62%

3.95%12-mo yield$395 · $426 on $10k4.26%

−16.4%Worst dropSmaller wins−17.8%

26.4%VolatilityLower wins24.4%

1–5COLO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLN · COLO

2.9%COPEC.SN2.4%

Held in common2.4%

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	BCOLO	Global X - MSCI Colombia ETFRead Desk		0.62%	4.26%	−0.1%	+32.0%	+36.8%	+41.1%	+16.1%	−17.8%	$176M
2	AFLN	First Trust Latin America AlphaDEX FundRead Desk		0.80%	3.95%	+0.9%	+8.5%	+13.9%	+14.7%	+12.4%	−16.4%	$43M

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	BCOLO	Global X - MSCI Colombia ETFRead Desk		0.62%	4.26%	−0.1%	+32.0%	+36.8%	+41.1%	+16.1%	−17.8%	$176M
2	AFLN	First Trust Latin America AlphaDEX FundRead Desk		0.80%	3.95%	+0.9%	+8.5%	+13.9%	+14.7%	+12.4%	−16.4%	$43M

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

FLN vs COLO

FLN

First Trust Latin America AlphaDEX Fund

$17,978

COLO

Global X - MSCI Colombia

$21,104

MeasureFLNCOLO

Fee0.80%0.62%

Cost on $10k a year$80$62

Yield3.95%4.26%

5 years, per year+12.4%+16.1%

3 years, per year+14.7%+41.1%

Worst drop · 1Y−16.4%−17.8%

Volatility · 1Y26.4%24.4%

5–1measures won
COLO first

2.4%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FLN, COLO

Today

2.4%most shared, FLN and COLO

FLNCOLO

FLN—2.4%

COLO2.4%—

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

Income After Fees on $10,000

$364most kept, COLO

COLO$426 − $62 = $364

FLN$395 − $80 = $315

KeptFee

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