FSZ vs SCHD

AFSZ

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · IEFA $14,690

Lowest cost0.06%SCHD · $6 on $10k

Most income3.40%IEFA · $340 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%FSZ and SCHD

First Trust Switzerland AlphaDEX Fund · $37MSchwab U.S. Dividend Equity ETF · $123B

+15.0%3 years · per year$15,197 · $17,257+19.9%

+5.4%5 years · per year$13,026 · $16,429+10.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

1.98%12-mo yield$198 · $293 on $10k

Cards for this view

FSZ

First Trust Switzerland AlphaDEX Fund

$13,026

SCHD

Schwab U.S. Dividend Equity

$16,429

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.98%	−0.7%	+4.8%	+7.7%	+15.0%	+5.4%	−10.4%	$37M

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.98%	−0.7%	+4.8%	+7.7%	+15.0%	+5.4%	−10.4%	$37M

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