FSZ vs EFA

AFSZ

BEFA

Measures won2–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,117EFA · IEMG $13,648

Lowest cost0.09%IEMG · $9 on $10k

Most income3.21%EFA · $321 on $10k

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

Held in common6.4%FSZ and EFA

FSZ

EFA

First Trust Switzerland AlphaDEX Fund · $37MiShares MSCI EAFE ETF · $77.7B

+15.5%3 years · per year$15,421 · $16,732+18.7%

+5.9%5 years · per year$13,294 · $15,117+8.6%

0.80%Expense ratio$80 · $32 on $10k · lower wins0.32%

1.96%12-mo yield$196 · $321 on $10k3.21%

−10.4%Worst dropSmaller wins−11.4%

14.9%VolatilityLower wins16.6%

2–4EFA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSZ · EFA

1.7%NOVN.SW1.4%

1.0%ROP.SW1.6%

2.5%UBSG.SW0.7%

3.2%ABBN.SW0.6%

Held in common6.4%

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	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B
3	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.96%	+2.0%	+6.0%	+12.8%	+15.5%	+5.9%	−10.4%	$37M

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	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B
3	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.96%	+2.0%	+6.0%	+12.8%	+15.5%	+5.9%	−10.4%	$37M

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 EFA

FSZ

First Trust Switzerland AlphaDEX Fund

$13,294

EFA

iShares MSCI EAFE

$15,117

MeasureFSZEFA

Fee0.80%0.32%

Cost on $10k a year$80$32

Yield1.96%3.21%

5 years, per year+5.9%+8.6%

3 years, per year+15.5%+18.7%

Worst drop · 1Y−10.4%−11.4%

Volatility · 1Y14.9%16.6%

4–2measures won
EFA first

6.4%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

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%

$122BAssets$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, EFA, IEMG

Today

6.4%most shared, FSZ and EFA

FSZEFAIEMG

FSZ—6.4%0.0%

EFA6.4%—0.0%

IEMG0.0%0.0%—

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

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

IEMG$242 − $9 = $233

FSZ$196 − $80 = $116

KeptFee

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