PSP vs FEP

APSP

BFEP

Measures won1–5FEP wins · of 6 · 5Y

$10,000 · 5Y$15,539FEP · PSP $9,548

Lowest cost0.80%FEP · $80 on $10k

Most income5.27%PSP · $527 on $10k

Smallest drop−12.1%FEP · worst fall in 1Y

Held in common2.4%PSP and FEP

PSP

FEP

Invesco Global Listed Private Equity ETF · $214MFirst Trust Europe AlphaDEX Fund · $485M

+14.4%3 years · per year$14,971 · $20,281+26.6%

−0.9%5 years · per year$9,548 · $15,539+9.2%

1.75%Expense ratio$175 · $80 on $10k · lower wins0.80%

5.27%12-mo yield$527 · $306 on $10k3.06%

−22.1%Worst dropSmaller wins−12.1%

22.0%VolatilityLower wins17.4%

1–5FEP wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSP · FEP

4.6%SOF.BR0.9%

4.8%III.L0.8%

2.1%SON.LS0.7%

Held in common2.4%

End-of-day Nov 5, 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	BFEP	First Trust Europe AlphaDEX FundRead Desk		0.80%	3.06%	−2.0%	+8.5%	+17.1%	+26.6%	+9.2%	−12.1%	$485M
2	APSP	Invesco Global Listed Private Equity ETFRead Desk		1.75%	5.27%	−4.0%	−8.6%	−4.9%	+14.4%	−0.9%	−22.1%	$214M

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

Both

5Y2 funds

#			Trend
1	BFEP	First Trust Europe AlphaDEX FundRead Desk		0.80%	3.06%	−2.0%	+8.5%	+17.1%	+26.6%	+9.2%	−12.1%	$485M
2	APSP	Invesco Global Listed Private Equity ETFRead Desk		1.75%	5.27%	−4.0%	−8.6%	−4.9%	+14.4%	−0.9%	−22.1%	$214M

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

Cards for this view

PSP vs FEP

PSP

Invesco Global Listed Private Equity

$9,548

FEP

First Trust Europe AlphaDEX Fund

$15,539

MeasurePSPFEP

Fee1.75%0.80%

Cost on $10k a year$175$80

Yield5.27%3.06%

5 years, per year−0.9%+9.2%

3 years, per year+14.4%+26.6%

Worst drop · 1Y−22.1%−12.1%

Volatility · 1Y22.0%17.4%

5–1measures won
FEP first

2.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PSP, FEP

Today

2.4%most shared, PSP and FEP

PSPFEP

PSP—2.4%

FEP2.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$352most kept, PSP

PSP$527 − $175 = $352

FEP$306 − $80 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee