SCZ vs FKU

ASCZ

BFKU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,468FKU · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income3.80%FKU · $380 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 · $12.6BFirst Trust United Kingdom AlphaDEX Fund · $37M

+18.1%3 years · per year$16,493 · $19,583+25.1%

+4.3%5 years · per year$12,360 · $15,468+9.1%

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

3.29%12-mo yield$329 · $380 on $10k3.80%

−11.4%Worst dropSmaller wins−14.2%

15.6%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCZ · FKU

0.3%IMI.L1.2%

0.2%HSX.L2.3%

0.2%STJ.L0.4%

0.2%DCC.L1.8%

Held in common3.6%

End-of-day Nov 6, 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	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.80%	−1.3%	+10.4%	+19.8%	+25.1%	+9.1%	−14.2%	$37M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.29%	−0.7%	+6.0%	+10.8%	+18.1%	+4.3%	−11.4%	$12.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.80%	−1.3%	+10.4%	+19.8%	+25.1%	+9.1%	−14.2%	$37M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.29%	−0.7%	+6.0%	+10.8%	+18.1%	+4.3%	−11.4%	$12.6B

End-of-day Nov 6, 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

$12,360

FKU

First Trust United Kingdom AlphaDEX Fund

$15,468

MeasureSCZFKU

Fee0.40%0.80%

Cost on $10k a year$40$80

Yield3.29%3.80%

5 years, per year+4.3%+9.1%

3 years, per year+18.1%+25.1%

Worst drop · 1Y−11.4%−14.2%

Volatility · 1Y15.6%18.3%

3–3measures won
level

3.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCZ, FKU, VEA

Today

8.5%most shared, SCZ and VEA

SCZFKUVEA

SCZ—3.6%8.5%

FKU3.6%—6.1%

VEA8.5%6.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$300most kept, FKU

FKU$380 − $80 = $300

SCZ$329 − $40 = $289

VEA$251 − $3 = $248

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee