Compare · 2 funds side by side · dividends reinvested

AFDM and EFA

AFDMFirst Trust×EFAiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,856AFDM · best of the two

02 / 04

AFDM and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.52%+12.1%+18.3%+22.0%+8.2%−10.2%15.3%$151M1.1

iShares MSCI EAFE ETFInternational · Developed0.32%3.28%+8.6%+13.5%+19.0%+8.2%−11.4%16.3%$76.1B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AFDM 2016 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $151M$14,856

AFDM

EFA

iShares MSCI EAFE ETF · $76.1B$14,850

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

AFDMMeasureEFA

+12.1%Year to dateJan 1 → Nov 5+8.6%

+18.3%1 yearTotal return+13.5%

+22.0%3 years · per year$10,000 became $18,162 · $16,864+19.0%

+8.2%5 years · per year$10,000 became $14,856 · $14,850+8.2%

0.80%Expense ratio$80 · $32 a year on $10k · lower is better0.32%

3.52%Trailing 12-mo yield$352 · $328 a year on $10k3.28%

−10.2%Worst dropSmaller is better−11.4%

15.3%VolatilityLower is calmer16.3%

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

6–1AFDM wins

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

More Ways to See the Pairs

AFDM vs EFA: Top 5 Holdings

Today

AFDM

8.5%in top 5

EFA

in top 58.4%

AFDMStockEFA

1.8%ASML.AS2.7%

1.8%6098.Tnot top 5

1.8%6857.Tnot top 5

1.6%BARC.Lnot top 5

not top 5ROP.SW1.6%

1.5%BNP.PAnot top 5

not top 5HSBA.L1.4%

not top 5NOVN.SW1.4%

not top 5SHEL.L1.4%

Held in common25.5%

End-of-day Nov 5, 2026 · share of each fund

AFDM vs EFA Returns, Every Period

First TrustAFDM

+8.2%

5 years, per year

EFAiShares

+8.2%

5 years, per year

AFDMEFAFaded: behind in that period

3–0AFDM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AFDM vs EFA

YTD

First TrustAFDM

+12.1%

EFAiShares

+8.6%

+12.1%Year to date+8.6%

−10.2%Worst drop · 1Y−11.4%

15.3%Volatility · 1Y16.3%

3.5%Yield3.3%

$151MAssets$76.1B

4–0AFDM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

AFDM0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFDM, EFA

3.52%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.52%$352

EFA3.28%$328

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

AFDM$352 − $80 = $272

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AFDM, EFA

Today

25.5%most shared, AFDM and EFA

AFDMEFA

AFDM—25.5%

EFA25.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.3%AFDM, at 15.3% volatility

AFDMWorst drop−10.2%15.3% vol

EFAWorst drop−11.4%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMEFA

+12.1%Year to date+8.6%

3.5%Yield3.3%

+18.3%Past year+13.5%

0.80%Fee0.32%

3–1AFDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026