FSZ vs DFIS

AFSZ

BDFIS

Measures won2–3DFIS wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income2.51%VEA · $251 on $10k

Smallest drop−9.7%VT · 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

+15.6%3 years · per year$15,435 · $17,712+21.0%

+5.8%5 years · per year$13,242 · […][…]

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

2.00%12-mo yield$200 · $227 on $10k2.27%

−10.4%Worst dropSmaller wins−12.5%

14.8%VolatilityLower wins15.8%

2–3DFIS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSZ · DFIS

3.0%VACN.SW0.3%

3.6%PSPN.SW0.3%

1.3%BEAN.SW0.3%

2.3%UHR.SW0.2%

Held in common3.4%

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

All Four

5Y4 funds

#
1	VT	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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	2.00%	−1.5%	+3.9%	+10.3%	+15.6%	+5.8%	−10.4%	$37M
4	BDFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B

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

All Four

5Y4 funds

#
1	VT	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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	2.00%	−1.5%	+3.9%	+10.3%	+15.6%	+5.8%	−10.4%	$37M
4	BDFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B

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

FSZ vs DFIS

FSZ

First Trust Switzerland AlphaDEX Fund

$13,242

DFIS

Dimensional - International Small Cap

[…]

MeasureFSZDFIS

Fee0.80%0.39%

Cost on $10k a year$80$39

Yield2.00%2.27%

5 years, per year+5.8%[…]

3 years, per year+15.6%+21.0%

Worst drop · 1Y−10.4%−12.5%

Volatility · 1Y14.8%15.8%

3–2measures won
DFIS first

3.4%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

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: FSZ, DFIS, VEA, VT

Today

23.3%most shared, VEA and VT

FSZDFISVEAVT

FSZ—3.4%4.5%1.2%

DFIS3.4%—8.0%0.8%

VEA4.5%8.0%—23.3%

VT1.2%0.8%23.3%—

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

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

DFIS$227 − $39 = $188

VT$159 − $6 = $153

FSZ$200 − $80 = $120

KeptFee

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