Compare · 2 funds side by side · dividends reinvested

AFDM and IEFA

AFDMFirst Trust×IEFAiShares×

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 IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.42%+15.3%+22.6%+23.6%+8.7%−10.2%15.0%$147M1.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.34%+11.9%+15.8%+20.6%+8.8%−11.5%16.0%$193B1.8

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 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $147M$14,856

AFDM

IEFA

iShares Core MSCI EAFE ETF · $193B$14,620

$10,000 five years ago, dividends reinvested · they hold 23.1% in common

AFDMMeasureIEFA

+15.3%Year to dateJan 1 → Nov 5+11.9%

+22.6%1 yearTotal return+15.8%

+23.6%3 years · per year$10,000 became $18,879 · $17,523+20.6%

+8.7%5 years · per year$10,000 became $15,183 · $15,228+8.8%

0.80%Expense ratio$80 · $7 a year on $10k · lower is better0.07%

3.42%Trailing 12-mo yield$342 · $334 a year on $10k3.34%

−10.2%Worst dropSmaller is better−11.5%

15.0%VolatilityLower is calmer16.0%

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

6–2AFDM 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 IEFA: Top 5 Holdings

Today

AFDM

8.5%in top 5

IEFA

in top 57.3%

AFDMStockIEFA

1.8%ASML.AS2.3%

1.8%6098.Tnot top 5

1.8%6857.Tnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

not top 5ROP.SW1.4%

not top 5HSBA.L1.2%

not top 5NOVN.SW1.2%

not top 5SHEL.L1.2%

Held in common23.1%

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

AFDM vs IEFA Returns, Every Period

First TrustAFDM

+8.7%

5 years, per year

IEFAiShares

+8.8%

5 years, per year

AFDMIEFAFaded: behind in that period

3–1AFDM wins

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

AFDM vs IEFA

YTD

First TrustAFDM

+15.3%

IEFAiShares

+11.9%

+15.3%Year to date+11.9%

−10.2%Worst drop · 1Y−11.5%

15.0%Volatility · 1Y16.0%

3.4%Yield3.3%

$147MAssets$193B

4–0AFDM wins

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

Cost, Income and Risk

Fees: AFDM, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

AFDM0.80%$80

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

Yields: AFDM, IEFA

3.42%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.42%$342

IEFA3.34%$334

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

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

AFDM$342 − $80 = $262

KeptFee

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

Overlap: AFDM, IEFA

Today

23.1%most shared, AFDM and IEFA

AFDMIEFA

AFDM—23.1%

IEFA23.1%—

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

Return vs Bumpiness: 2 ETFs

+22.6%AFDM, at 15.0% volatility

AFDMWorst drop−10.2%15.0% vol

IEFAWorst drop−11.5%16.0% vol

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

Paid More vs Made More

YTD

AFDMIEFA

+15.3%Year to date+11.9%

3.4%Yield3.3%

+22.6%Past year+15.8%

0.80%Fee0.07%

3–1AFDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026