Which returned more over the last year, FDT or SCZ?

In the year to Oct 9, 2026, with distributions reinvested, FDT returned +26.6% and SCZ +13.2%.

Which is cheaper, FDT or SCZ?

SCZ is cheaper, by 0.40 percentage points a year. That is about $40 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do FDT and SCZ overlap with the S&P 500?

By their latest filed holdings, 0% of FDT and 0% of SCZ by weight is stocks the S&P 500 already holds.

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FDT vs SCZ: Differences, Returns & Fees

FDT and SCZ hold 8% of their weight in the same names, and FDT returned +26.6% over the year. Net assets on Oct 9, 2026: $1.4bn for First Trust Developed Markets ex-US AlphaDEX Fund and $12.9bn for iShares MSCI EAFE Small-Cap ETF.

SCZ costs 0.40 points a year less; their one-year returns differ by 13.4 points; SCZ is 9.1 times larger.

	FDT	SCZ
Expense ratio	0.80%	0.40%
Net assets	$1.4bn	$12.9bn
Total return, 1 year	+26.6%	+13.2%
What it tracks	not read by ETFIQ	MSCI EAFE Small Cap Index
Holdings in common	8%
Top ten holdings, share of the fund	9.6%	2.5%
Below its high	7.0%, high on Jun 1, 2026	4.2%, high on Sep 4, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+26.6%

FDT total return, 1 year

+13.2%

SCZ total return, 1 year

0.80%

FDT expense ratio

0.40%

SCZ expense ratio

What they hold in common

By the books each fund has filed, FDT and SCZ hold 8% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

8% in common

Positions both hold, largest shared weight first

Holding FDT SCZ

Mebuki Financial Group Inc. 0.28% 0.24%

Food & Life Companies Limited 0.36% 0.21%

Fukuoka Financial Group, Inc. 0.26% 0.21%

NGK Corp. 0.57% 0.21%

Sojitz Corporation 0.45% 0.19%

Brother Industries, Ltd. 0.81% 0.18%

NICE Ltd. 0.33% 0.18%

thyssenkrupp AG 0.18% 0.21%

ICG PLC 0.24% 0.17%

JFE Holdings, Inc. 0.19% 0.17%

Seiko Epson Corporation 0.54% 0.17%

Aberdeen Group PLC 0.39% 0.16%

Only in FDT

Samsung Electro-Mechanics Co., Ltd. 1.67%

Kingboard Laminates Holdings Limited 1.04%

SK Square Co., Ltd. 0.99%

SK Hynix Inc. 0.92%

Motor Oil (Hellas) Corinth Refineries S.A. 0.88%

Kingboard Holdings Limited 0.86%

LG Innotek Co., Ltd. 0.86%

SoftBank Group Corp. 0.83%

Only in SCZ

IMI PLC 0.28%

BLUESCOPE STEEL 0.26%

GAZTRANSPORT & TECHNIGAZ SA 0.25%

WEIR PLC 0.25%

SHIZUOKA FINANCIAL GROUP INC 0.24%

TAIYO YUDEN LTD 0.24%

FRONTLINE PLC 0.23%

ACCELLERON N AG 0.22%

Check overlap with more funds →

On the same fields

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

SCZ

iShares MSCI EAFE Small-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer First Trust iShares

What it is Tracks an index Tracks an index

Total return, 1 year +26.6% +13.2%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 +9.3 pts −4.1 pts

Expense ratio 0.80% 0.40%

Already in the S&P 500 0.0% 0.0%

Holdings 298 2029

Net assets $1.4bn $12.9bn

FDT and SCZ on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

FDT in plain words

FDT tracks an index. Over the year to Oct 9, 2026 it returned +26.6% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.80% a year. By its holdings published by its issuer for Oct 9, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 298 positions, with the top ten at 9.6%. It sat 7.0% below its high of Jun 1, 2026 on Oct 9, 2026.

SCZ in plain words

SCZ tracks an index. Over the year to Oct 9, 2026 it returned +13.2% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.40% a year. By its holdings published by its issuer for Oct 9, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2,029 positions, with the top ten at 2.5%. It sat 4.2% below its high of Sep 4, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, FDT or SCZ?: In the year to Oct 9, 2026, with distributions reinvested, FDT returned +26.6% and SCZ +13.2%.
Which is cheaper, FDT or SCZ?: SCZ is cheaper, by 0.40 percentage points a year. That is about $40 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do FDT and SCZ overlap with the S&P 500?: By their latest filed holdings, 0% of FDT and 0% of SCZ by weight is stocks the S&P 500 already holds.

Other comparisons

FDT vs SCHC FDT vs VSS DFIS vs FDT SCHC vs SCZ DFIS vs SCZ SCZ vs VSS

FDT on its own →SCZ on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

FDT filings on SEC EDGAR ↗FDT prospectus with the expense ratio (SEC) ↗First Trust page for FDT ↗SCZ filings on SEC EDGAR ↗SCZ prospectus with the expense ratio (SEC) ↗iShares page for SCZ ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, FDT against SCZ, data as of Oct 9, 2026. https://etfiq.com/compare/any/fdt-vs-scz

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.