Compare · 3 funds side by side · dividends reinvested

AKRE, WCMI and IEFA

AKREAkre Fund×WCMIFirst Trust×IEFAiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,909IEFA · best of the three

02 / 04

AKRE, WCMI and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$187B1.0

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.7%+12.2%[…][…]−12.5%20.9%$2.1B2.0

Akre Focus ETFUnsorted0.98%0.00%−8.0%−5.5%[…][…]−22.9%21.9%$5.0B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AKRE 2009 · WCMI 2020 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

Akre Focus ETF · $5.0B[…]

AKRE

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

$10,000 three years ago, dividends reinvested · they hold 6.8% in common

AKREMeasureWCMI

−8.0%Year to dateJan 1 → Nov 9+8.7%

−5.5%1 yearTotal return+12.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.98%Expense ratio$98 · $85 a year on $10k · lower is better0.85%

0.00%Trailing 12-mo yield$0 · $57 a year on $10k0.57%

−22.9%Worst dropSmaller is better−12.5%

21.9%VolatilityLower is calmer20.9%

AKREWCMI Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6WCMI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AKRE vs WCMI: Top 5 Holdings

Today

AKRE

50.7%in top 5

WCMI

in top 522.1%

AKREStockWCMI

14.8%MAnot top 5

13.5%CSU.TO4.7%

8.0%ROPnot top 5

7.7%Vnot top 5

6.7%MCOnot top 5

not top 52330.TW6.6%

not top 5BAB.L3.8%

not top 5SONY3.6%

not top 5TSCO.L3.5%

Held in common6.8%

End-of-day Nov 9, 2026 · share of each fund

AKRE vs WCMI Returns, Every Period

Akre FundAKRE

−5.5%

past year

WCMIFirst Trust

+12.2%

past year

AKREWCMIFaded: behind in that period

0–2WCMI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs International: AKRE vs IEFA

YTD

Akre FundAKRE

−8.0%

IEFAiShares

+11.1%

−8.0%Year to date+11.1%

−22.9%Worst drop · 1Y−11.5%

21.9%Volatility · 1Y16.5%

0.0%Yield3.4%

$5.0BAssets$187B

4–0IEFA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AKRE, WCMI, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

WCMI0.85%$85

AKRE0.98%$98

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AKRE, WCMI, IEFA

3.36%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.36%$336

WCMI0.57%$57

AKRE0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

WCMI$57 − $85 = −$28

AKRE$0 − $98 = −$98

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AKRE, WCMI, IEFA

Today

6.8%most shared, AKRE and WCMI

AKREWCMIIEFA

AKRE—6.8%0.5%

WCMI6.8%—4.0%

IEFA0.5%4.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.8%IEFA, at 16.5% volatility

IEFAWorst drop−11.5%16.5% vol

WCMIWorst drop−12.5%20.9% vol

AKREWorst drop−22.9%21.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IEFAWCMI

+11.1%Year to date+8.7%

3.4%Yield0.6%

+15.8%Past year+12.2%

0.07%Fee0.85%

4–0IEFA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026