VT vs FSZ

AVT

BFSZ

Measures won5–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · IEFA $14,591

Lowest cost0.06%VT · $6 on $10k

Most income3.47%IEFA · $347 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common1.2%VT and FSZ

FSZ

Vanguard Total World Stock ETF · $81.8BFirst Trust Switzerland AlphaDEX Fund · $37M

+20.7%3 years · per year$17,563 · $15,435+15.6%

+9.4%5 years · per year$15,649 · $13,242+5.8%

0.06%Expense ratio$6 · $80 on $10k · lower wins0.80%

1.59%12-mo yield$159 · $200 on $10k2.00%

−9.7%Worst dropSmaller wins−10.4%

14.7%VolatilityLower wins14.8%

5–1VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · FSZ

0.2%NOVN.SW1.7%

0.2%ROP.SW1.0%

0.1%UBSG.SW2.4%

0.1%ABBN.SW3.1%

Held in common1.2%

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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
3	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	2.00%	−1.5%	+3.9%	+10.3%	+15.6%	+5.8%	−10.4%	$37M

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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
3	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	2.00%	−1.5%	+3.9%	+10.3%	+15.6%	+5.8%	−10.4%	$37M

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

VT vs FSZ

Vanguard Total World Stock

$15,649

FSZ

First Trust Switzerland AlphaDEX Fund

$13,242

MeasureVTFSZ

Fee0.06%0.80%

Cost on $10k a year$6$80

Yield1.59%2.00%

5 years, per year+9.4%+5.8%

3 years, per year+20.7%+15.6%

Worst drop · 1Y−9.7%−10.4%

Volatility · 1Y14.7%14.8%

5–1measures won
VT first

1.2%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VT, FSZ, IEFA

Today

18.0%most shared, VT and IEFA

VTFSZIEFA

VT—1.2%18.0%

FSZ1.2%—5.8%

IEFA18.0%5.8%—

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

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

VT$159 − $6 = $153

FSZ$200 − $80 = $120

KeptFee

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