OAIM vs FKU

AOAIM

BFKU

Measures won1–4FKU wins · of 6 · 5Y

$10,000 · 5Y$15,891FKU

Lowest cost0.80%FKU · $80 on $10k

Most income3.66%FKU · $366 on $10k

Smallest drop−10.9%OAIM · worst fall in 1Y

Held in common4.0%OAIM and FKU

OAIM

FKU

OneAscent International Equity ETF · $379MFirst Trust United Kingdom AlphaDEX Fund · $36M

+21.0%3 years · per year$17,720 · $20,441+26.9%

[…]5 years · per year[…] · $15,891+9.7%

0.95%Expense ratio$95 · $80 on $10k · lower wins0.80%

0.89%12-mo yield$89 · $366 on $10k3.66%

−10.9%Worst dropSmaller wins−14.2%

18.9%VolatilityLower wins18.3%

1–4FKU wins

$10,000 · 5 yearsOne scale

Shared top holdingsOAIM · FKU

3.1%BBY.L2.1%

3.8%LGEN.L1.8%

Held in common4.0%

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	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.66%	+3.1%	+14.5%	+23.0%	+26.9%	+9.7%	−14.2%	$36M
2	AOAIM	OneAscent International Equity ETFRead Desk		0.95%	0.89%	+0.8%	+10.8%	+14.5%	+21.0%	new	−10.9%	$379M

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	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk		0.80%	3.66%	+3.1%	+14.5%	+23.0%	+26.9%	+9.7%	−14.2%	$36M
2	AOAIM	OneAscent International Equity ETFRead Desk		0.95%	0.89%	+0.8%	+10.8%	+14.5%	+21.0%	new	−10.9%	$379M

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

OAIM vs FKU

OAIM

OneAscent International Equity

[…]

FKU

First Trust United Kingdom AlphaDEX Fund

$15,891

MeasureOAIMFKU

Fee0.95%0.80%

Cost on $10k a year$95$80

Yield0.89%3.66%

5 years, per year[…]+9.7%

3 years, per year+21.0%+26.9%

Worst drop · 1Y−10.9%−14.2%

Volatility · 1Y18.9%18.3%

4–1measures won
FKU first

4.0%

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: OAIM, FKU

Today

4.0%most shared, OAIM and FKU

OAIMFKU

OAIM—4.0%

FKU4.0%—

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

Income After Fees on $10,000

$286most kept, FKU

FKU$366 − $80 = $286

OAIM$89 − $95 = −$6

KeptFee

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