FSZ vs SPY

AFSZ

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income2.44%VEA · $244 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%FSZ and SPY

FSZ

SPY

First Trust Switzerland AlphaDEX Fund · $37MState Street SPDR S&P 500 ETF · $778B

+15.5%3 years · per year$15,421 · $18,118+21.9%

+5.9%5 years · per year$13,294 · $17,493+11.8%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

1.96%12-mo yield$196 · $101 on $10k1.01%

−10.4%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSZ · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
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 SPY

FSZ

First Trust Switzerland AlphaDEX Fund

$13,294

SPY

SPDR S&P 500

$17,493

MeasureFSZSPY

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield1.96%1.01%

5 years, per year+5.9%+11.8%

3 years, per year+15.5%+21.9%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y14.9%13.7%

5–1measures won
SPY first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FSZ, SPY, VEA

Today

4.5%most shared, FSZ and VEA

FSZSPYVEA

FSZ—0.0%4.5%

SPY0.0%—0.0%

VEA4.5%0.0%—

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

Income After Fees on $10,000

$241most kept, VEA

VEA$244 − $3 = $241

FSZ$196 − $80 = $116

SPY$101 − $9 = $92

KeptFee

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