FSZ vs IEFA

AFSZ

BIEFA

Measures won2–4IEFA wins · of 6 · 5Y

$10,000 · 5Y$14,591IEFA · FSZ $13,242

Lowest cost0.07%IEFA · $7 on $10k

Most income3.47%IEFA · $347 on $10k

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

Held in common5.8%FSZ and IEFA

FSZ

IEFA

First Trust Switzerland AlphaDEX Fund · $37MiShares Core MSCI EAFE ETF · $187B

+15.6%3 years · per year$15,435 · $16,646+18.5%

+5.8%5 years · per year$13,242 · $14,591+7.8%

0.80%Expense ratio$80 · $7 on $10k · lower wins0.07%

2.00%12-mo yield$200 · $347 on $10k3.47%

−10.4%Worst dropSmaller wins−11.5%

14.8%VolatilityLower wins16.2%

2–4IEFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSZ · IEFA

1.7%NOVN.SW1.2%

1.0%ROP.SW1.3%

2.4%UBSG.SW0.6%

3.1%ABBN.SW0.5%

Held in common5.8%

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

Both

5Y2 funds

#			Trend
1	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
2	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

Both

5Y2 funds

#			Trend
1	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
2	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 IEFA

FSZ

First Trust Switzerland AlphaDEX Fund

$13,242

IEFA

iShares Core MSCI EAFE

$14,591

MeasureFSZIEFA

Fee0.80%0.07%

Cost on $10k a year$80$7

Yield2.00%3.47%

5 years, per year+5.8%+7.8%

3 years, per year+15.6%+18.5%

Worst drop · 1Y−10.4%−11.5%

Volatility · 1Y14.8%16.2%

4–2measures won
IEFA first

5.8%

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, IEFA

Today

5.8%most shared, FSZ and IEFA

FSZIEFA

FSZ—5.8%

IEFA5.8%—

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

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

FSZ$200 − $80 = $120

KeptFee

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