HAUZ vs FGM

AHAUZ

BFGM

Measures won4–2HAUZ wins · of 6 · 5Y

$10,000 · 5Y$11,805FGM · HAUZ $8,952

Lowest cost0.10%HAUZ · $10 on $10k

Most income4.51%IFGL · $451 on $10k

Smallest drop−17.8%HAUZ · worst fall in 1Y

Held in common1.5%HAUZ and FGM

HAUZ

FGM

Xtrackers International Real Estate ETF · $1.1BFirst Trust Germany AlphaDEX Fund · $88M

+9.7%3 years · per year$13,211 · $18,666+23.1%

−2.2%5 years · per year$8,952 · $11,805+3.4%

0.10%Expense ratio$10 · $80 on $10k · lower wins0.80%

3.80%12-mo yield$380 · $184 on $10k1.84%

−17.8%Worst dropSmaller wins−18.3%

14.1%VolatilityLower wins21.2%

4–2HAUZ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAUZ · FGM

1.5%VNA.DE3.3%

Held in common1.5%

End-of-day Nov 3, 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	BFGM	First Trust Germany AlphaDEX FundRead Desk	0.80%	1.84%	−0.1%	−5.1%	+1.8%	+23.1%	+3.4%	−18.3%	$88M
2	AHAUZ	Xtrackers International Real Estate ETFRead Desk	0.10%	3.80%	−0.6%	−6.3%	−4.3%	+9.7%	−2.2%	−17.8%	$1.1B
3	IFGL	iShares International Developed Real Estate ETFRead Desk	0.50%	4.51%	−0.1%	−5.9%	−3.1%	+9.8%	−3.2%	−18.1%	$80M

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

All Three

5Y3 funds

#
1	BFGM	First Trust Germany AlphaDEX FundRead Desk	0.80%	1.84%	−0.1%	−5.1%	+1.8%	+23.1%	+3.4%	−18.3%	$88M
2	AHAUZ	Xtrackers International Real Estate ETFRead Desk	0.10%	3.80%	−0.6%	−6.3%	−4.3%	+9.7%	−2.2%	−17.8%	$1.1B
3	IFGL	iShares International Developed Real Estate ETFRead Desk	0.50%	4.51%	−0.1%	−5.9%	−3.1%	+9.8%	−3.2%	−18.1%	$80M

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

Cards for this view

HAUZ vs FGM

HAUZ

Xtrackers International Real Estate

$8,952

FGM

First Trust Germany AlphaDEX Fund

$11,805

MeasureHAUZFGM

Fee0.10%0.80%

Cost on $10k a year$10$80

Yield3.80%1.84%

5 years, per year−2.2%+3.4%

3 years, per year+9.7%+23.1%

Worst drop · 1Y−17.8%−18.3%

Volatility · 1Y14.1%21.2%

4–2measures won
HAUZ first

1.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: HAUZ, FGM, IFGL

Today

71.4%most shared, HAUZ and IFGL

HAUZFGMIFGL

HAUZ—1.5%71.4%

FGM1.5%—2.0%

IFGL71.4%2.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$401most kept, IFGL

IFGL$451 − $50 = $401

HAUZ$380 − $10 = $370

FGM$184 − $80 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee