FSZ vs FPXE

AFSZ

BFPXE

Measures won4–2FSZ wins · of 6 · 5Y

$10,000 · 5Y$13,731FSZ · FPXE $10,632

Lowest cost0.70%FPXE · $70 on $10k

Most income1.93%FSZ · $193 on $10k

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

Held in common6.6%FSZ and FPXE

FSZ

FPXE

First Trust Switzerland AlphaDEX Fund · $37MFirst Trust IPOX Europe Equity Opportunities ETF · $5M

+17.2%3 years · per year$16,101 · $17,036+19.4%

+6.5%5 years · per year$13,731 · $10,632+1.2%

0.80%Expense ratio$80 · $70 on $10k · lower wins0.70%

1.93%12-mo yield$193 · $180 on $10k1.80%

−10.4%Worst dropSmaller wins−14.3%

14.7%VolatilityLower wins20.9%

4–2FSZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSZ · FPXE

4.6%SDZ.SW2.9%

2.5%GALD.SW1.8%

1.0%ROP.SW7.8%

2.6%ACLN.SW0.9%

Held in common6.6%

End-of-day Nov 4, 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	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk		0.80%	1.93%	+2.4%	+7.4%	+12.7%	+17.2%	+6.5%	−10.4%	$37M
2	BFPXE	First Trust IPOX Europe Equity Opportunities ETFRead Desk		0.70%	1.80%	+1.7%	+2.5%	+3.2%	+19.4%	+1.2%	−14.3%	$5M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk		0.80%	1.93%	+2.4%	+7.4%	+12.7%	+17.2%	+6.5%	−10.4%	$37M
2	BFPXE	First Trust IPOX Europe Equity Opportunities ETFRead Desk		0.70%	1.80%	+1.7%	+2.5%	+3.2%	+19.4%	+1.2%	−14.3%	$5M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSZ vs FPXE

FSZ

First Trust Switzerland AlphaDEX Fund

$13,731

FPXE

First Trust IPOX Europe Equity Opportunities

$10,632

MeasureFSZFPXE

Fee0.80%0.70%

Cost on $10k a year$80$70

Yield1.93%1.80%

5 years, per year+6.5%+1.2%

3 years, per year+17.2%+19.4%

Worst drop · 1Y−10.4%−14.3%

Volatility · 1Y14.7%20.9%

4–2measures won
FSZ first

6.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FSZ, FPXE

Today

6.6%most shared, FSZ and FPXE

FSZFPXE

FSZ—6.6%

FPXE6.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, FSZ

FSZ$193 − $80 = $113

FPXE$180 − $70 = $110

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee