FSZ vs EFA

AFSZ

BEFA

Measures won2–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,197VEA · EFA $14,818

Lowest cost0.03%VEA · $3 on $10k

Most income3.30%EFA · $330 on $10k

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

Held in common6.3%FSZ and EFA

FSZ

EFA

First Trust Switzerland AlphaDEX Fund · $37MiShares MSCI EAFE ETF · $75.5B

+15.6%3 years · per year$15,435 · $16,576+18.3%

+5.8%5 years · per year$13,242 · $14,818+8.2%

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

2.00%12-mo yield$200 · $330 on $10k3.30%

−10.4%Worst dropSmaller wins−11.4%

14.8%VolatilityLower wins16.3%

2–4EFA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSZ · EFA

1.7%NOVN.SW1.4%

1.0%ROP.SW1.6%

2.4%UBSG.SW0.7%

3.1%ABBN.SW0.6%

Held in common6.3%

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 Three

5Y3 funds

#
1	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
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
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

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

All Three

5Y3 funds

#
1	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
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
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

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 EFA

FSZ

First Trust Switzerland AlphaDEX Fund

$13,242

EFA

iShares MSCI EAFE

$14,818

MeasureFSZEFA

Fee0.80%0.32%

Cost on $10k a year$80$32

Yield2.00%3.30%

5 years, per year+5.8%+8.2%

3 years, per year+15.6%+18.3%

Worst drop · 1Y−10.4%−11.4%

Volatility · 1Y14.8%16.3%

4–2measures won
EFA first

6.3%

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, EFA, VEA

Today

63.2%most shared, EFA and VEA

FSZEFAVEA

FSZ—6.3%4.5%

EFA6.3%—63.2%

VEA4.5%63.2%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

VEA$251 − $3 = $248

FSZ$200 − $80 = $120

KeptFee

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