IFV vs DALI

AIFV

BDALI

Measures won4–1IFV wins · of 6 · 5Y

$10,000 · 5Y$11,816IFV · DALI $11,279

Lowest cost0.30%IFV · $30 on $10k

Most income2.06%IFV · $206 on $10k

Smallest drop−12.9%DALI · worst fall in 1Y

Held in common72.4%IFV and DALI

IFV

DALI

First Trust Dorsey Wright International Focus 5 ETF · $204MFirst Trust Dorsey Wright DALI Equity ETF · $93M

+15.0%3 years · per year$15,189 · $12,506+7.7%

+3.4%5 years · per year$11,816 · $11,279+2.4%

0.30%Expense ratio$30 · $30 on $10k · lower wins0.30%

2.06%12-mo yield$206 · $162 on $10k1.62%

−15.8%Worst dropSmaller wins−12.9%

18.9%VolatilityLower wins19.7%

4–1IFV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIFV · DALI

19.8%FDT30.5%

20.8%FEP13.7%

20.5%FEUZ13.4%

20.4%FGM13.4%

Held in common72.4%

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	AIFV	First Trust Dorsey Wright International Focus 5 ETFRead Desk		0.30%	2.06%	+2.5%	−0.2%	+1.9%	+15.0%	+3.4%	−15.8%	$204M
2	BDALI	First Trust Dorsey Wright DALI Equity ETFRead Desk		0.30%	1.62%	+2.6%	−2.3%	−0.8%	+7.7%	+2.4%	−12.9%	$93M

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	AIFV	First Trust Dorsey Wright International Focus 5 ETFRead Desk		0.30%	2.06%	+2.5%	−0.2%	+1.9%	+15.0%	+3.4%	−15.8%	$204M
2	BDALI	First Trust Dorsey Wright DALI Equity ETFRead Desk		0.30%	1.62%	+2.6%	−2.3%	−0.8%	+7.7%	+2.4%	−12.9%	$93M

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

IFV vs DALI

IFV

First Trust Dorsey Wright International Focus 5

$11,816

DALI

First Trust Dorsey Wright DALI Equity

$11,279

MeasureIFVDALI

Fee0.30%0.30%

Cost on $10k a year$30$30

Yield2.06%1.62%

5 years, per year+3.4%+2.4%

3 years, per year+15.0%+7.7%

Worst drop · 1Y−15.8%−12.9%

Volatility · 1Y18.9%19.7%

4–1measures won
IFV first

72.4%

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: IFV, DALI

Today

72.4%most shared, IFV and DALI

IFVDALI

IFV—72.4%

DALI72.4%—

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

Income After Fees on $10,000

$176most kept, IFV

IFV$206 − $30 = $176

DALI$162 − $30 = $132

KeptFee

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