FPA vs IEMG

AFPA

BIEMG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,520FPA · IEMG $13,373

Lowest cost0.09%IEMG · $9 on $10k

Most income4.42%FPA · $442 on $10k

Smallest drop−17.8%IEMG · worst fall in 1Y

Held in common5.0%FPA and IEMG

FPA

IEMG

First Trust Asia Pacific ex-Japan AlphaDEX Fund · $103MiShares Core MSCI Emerging Markets ETF · $142B

+27.2%3 years · per year$20,601 · $16,988+19.3%

+10.6%5 years · per year$16,520 · $13,373+6.0%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

4.42%12-mo yield$442 · $249 on $10k2.49%

−25.4%Worst dropSmaller wins−17.8%

32.3%VolatilityLower wins25.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPA · IEMG

0.5%005930.KS5.6%

0.9%402340.KS0.4%

1.0%105560.KS0.3%

0.3%005380.KS0.2%

Held in common5.0%

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

Both

5Y2 funds

#			Trend
1	AFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk		0.80%	4.42%	+0.1%	+19.7%	+18.3%	+27.2%	+10.6%	−25.4%	$103M
2	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B

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	AFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk		0.80%	4.42%	+0.1%	+19.7%	+18.3%	+27.2%	+10.6%	−25.4%	$103M
2	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B

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

FPA vs IEMG

FPA

First Trust Asia Pacific ex-Japan AlphaDEX Fund

$16,520

IEMG

iShares Core MSCI Emerging Markets

$13,373

MeasureFPAIEMG

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield4.42%2.49%

5 years, per year+10.6%+6.0%

3 years, per year+27.2%+19.3%

Worst drop · 1Y−25.4%−17.8%

Volatility · 1Y32.3%25.5%

3–3measures won
level

5.0%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FPA, IEMG

Today

5.0%most shared, FPA and IEMG

FPAIEMG

FPA—5.0%

IEMG5.0%—

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

Income After Fees on $10,000

$362most kept, FPA

FPA$442 − $80 = $362

IEMG$249 − $9 = $240

KeptFee

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