FPA vs BBCA

AFPA

BBBCA

Measures won2–4BBCA wins · of 6 · 5Y

$10,000 · 5Y$17,030BBCA · FPA $16,720

Lowest cost0.19%BBCA · $19 on $10k

Most income4.42%FPA · $442 on $10k

Smallest drop−8.4%BBCA · worst fall in 1Y

Held in common0.0%FPA and BBCA

FPA

BBCA

First Trust Asia Pacific ex-Japan AlphaDEX Fund · $107MJPMorgan BetaBuilders Canada ETF · $12.2B

+28.5%3 years · per year$21,202 · $20,081+26.2%

+10.8%5 years · per year$16,720 · $17,030+11.2%

0.80%Expense ratio$80 · $19 on $10k · lower wins0.19%

4.42%12-mo yield$442 · $169 on $10k1.69%

−25.4%Worst dropSmaller wins−8.4%

32.2%VolatilityLower wins14.7%

2–4BBCA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPA · BBCA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BBBCA	JPMorgan BetaBuilders Canada ETFRead Desk		0.19%	1.69%	−2.6%	+13.0%	+23.7%	+26.2%	+11.2%	−8.4%	$12.2B
2	AFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk		0.80%	4.42%	−3.0%	+23.2%	+18.6%	+28.5%	+10.8%	−25.4%	$107M

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

Both

5Y2 funds

#			Trend
1	BBBCA	JPMorgan BetaBuilders Canada ETFRead Desk		0.19%	1.69%	−2.6%	+13.0%	+23.7%	+26.2%	+11.2%	−8.4%	$12.2B
2	AFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk		0.80%	4.42%	−3.0%	+23.2%	+18.6%	+28.5%	+10.8%	−25.4%	$107M

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

FPA vs BBCA

FPA

First Trust Asia Pacific ex-Japan AlphaDEX Fund

$16,720

BBCA

JPMorgan BetaBuilders Canada

$17,030

MeasureFPABBCA

Fee0.80%0.19%

Cost on $10k a year$80$19

Yield4.42%1.69%

5 years, per year+10.8%+11.2%

3 years, per year+28.5%+26.2%

Worst drop · 1Y−25.4%−8.4%

Volatility · 1Y32.2%14.7%

4–2measures won
BBCA first

0.0%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FPA, BBCA

Today

0.0%most shared, FPA and BBCA

FPABBCA

FPA—0.0%

BBCA0.0%—

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

Income After Fees on $10,000

$362most kept, FPA

FPA$442 − $80 = $362

BBCA$169 − $19 = $150

KeptFee

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