FSZ vs DFIS

AFSZ

BDFIS

Measures won2–3DFIS wins · of 6 · 5Y

$10,000 · 5Y$14,909IEFA · FSZ $13,294

Lowest cost0.07%IEFA · $7 on $10k

Most income3.36%IEFA · $336 on $10k

Smallest drop−10.4%FSZ · worst fall in 1Y

Held in common3.4%FSZ and DFIS

FSZ

DFIS

First Trust Switzerland AlphaDEX Fund · $37MDimensional - International Small Cap ETF · $5.7B

+15.5%3 years · per year$15,421 · $17,789+21.2%

+5.9%5 years · per year$13,294 · […][…]

0.80%Expense ratio$80 · $39 on $10k · lower wins0.39%

1.96%12-mo yield$196 · $221 on $10k2.21%

−10.4%Worst dropSmaller wins−12.5%

14.9%VolatilityLower wins16.0%

2–3DFIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSZ · DFIS

3.0%VACN.SW0.4%

3.6%PSPN.SW0.3%

1.3%BEAN.SW0.3%

2.5%ACLN.SW0.2%

Held in common3.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
2	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.96%	+2.0%	+6.0%	+12.8%	+15.5%	+5.9%	−10.4%	$37M
3	BDFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+2.8%	+10.9%	+18.8%	+21.2%	new	−12.5%	$5.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
2	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.96%	+2.0%	+6.0%	+12.8%	+15.5%	+5.9%	−10.4%	$37M
3	BDFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+2.8%	+10.9%	+18.8%	+21.2%	new	−12.5%	$5.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSZ vs DFIS

FSZ

First Trust Switzerland AlphaDEX Fund

$13,294

DFIS

Dimensional - International Small Cap

[…]

MeasureFSZDFIS

Fee0.80%0.39%

Cost on $10k a year$80$39

Yield1.96%2.21%

5 years, per year+5.9%[…]

3 years, per year+15.5%+21.2%

Worst drop · 1Y−10.4%−12.5%

Volatility · 1Y14.9%16.0%

3–2measures won
DFIS first

3.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FSZ, DFIS, IEFA

Today

10.6%most shared, DFIS and IEFA

FSZDFISIEFA

FSZ—3.4%5.9%

DFIS3.4%—10.6%

IEFA5.9%10.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

DFIS$221 − $39 = $182

FSZ$196 − $80 = $116

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee