SCZ vs FKU

ASCZ

BFKU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,891FKU · SCZ $12,891

Lowest cost0.40%SCZ · $40 on $10k

Most income3.66%FKU · $366 on $10k

Smallest drop−11.4%SCZ · worst fall in 1Y

Held in common3.6%SCZ and FKU

SCZ

FKU

iShares MSCI EAFE Small-Cap ETF · $12.9BFirst Trust United Kingdom AlphaDEX Fund · $36M

+20.2%3 years · per year$17,385 · $20,441+26.9%

+5.2%5 years · per year$12,891 · $15,891+9.7%

0.40%Expense ratio$40 · $80 on $10k · lower wins0.80%

3.17%12-mo yield$317 · $366 on $10k3.66%

−11.4%Worst dropSmaller wins−14.2%

15.3%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCZ · FKU

0.3%IMI.L1.2%

0.2%HSX.L2.2%

0.2%STJ.L0.4%

0.2%DCC.L1.8%

Held in common3.6%

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	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.17%	+1.5%	+10.1%	+14.3%	+20.2%	+5.2%	−11.4%	$12.9B

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	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.17%	+1.5%	+10.1%	+14.3%	+20.2%	+5.2%	−11.4%	$12.9B

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

SCZ vs FKU

SCZ

iShares MSCI EAFE Small-Cap

$12,891

FKU

First Trust United Kingdom AlphaDEX Fund

$15,891

MeasureSCZFKU

Fee0.40%0.80%

Cost on $10k a year$40$80

Yield3.17%3.66%

5 years, per year+5.2%+9.7%

3 years, per year+20.2%+26.9%

Worst drop · 1Y−11.4%−14.2%

Volatility · 1Y15.3%18.3%

3–3measures won
level

3.6%

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: SCZ, FKU

Today

3.6%most shared, SCZ and FKU

SCZFKU

SCZ—3.6%

FKU3.6%—

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

SCZ$317 − $40 = $277

KeptFee

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