Compare · 2 funds side by side · dividends reinvested

AVOS and EFA

AVOSAvos×EFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,850EFA · best of the two

02 / 03

AVOS and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE ETFInternational · Developed0.32%3.28%+8.6%+13.5%+19.0%+8.2%−11.4%16.3%$76.1B1.0

Avos Global Equities ETFInternational · Global0.64%0.00%[…][…][…][…][…][…]$120M2.0

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: AVOS 2026 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

Avos Global Equities ETF · $120M[…]

AVOS

EFA

iShares MSCI EAFE ETF · $76.1B$14,850

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

AVOSMeasureEFA

[…]Year to dateJan 1 → Nov 5+8.6%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $16,864+19.0%

[…]5 years · per year$10,000 became […] · $14,850+8.2%

0.64%Expense ratio$64 · $32 a year on $10k · lower is better0.32%

0.00%Trailing 12-mo yield$0 · $328 a year on $10k3.28%

[…]Worst dropSmaller is better−11.4%

[…]VolatilityLower is calmer16.3%

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

0–2EFA wins

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

More Ways to See the Pairs

AVOS vs EFA: Top 5 Holdings

Today

AVOS

37.5%in top 5

EFA

in top 58.4%

AVOSStockEFA

15.9%VEAnot top 5

13.4%VWOnot top 5

2.9%MCHInot top 5

2.7%AAPLnot top 5

not top 5ASML.AS2.7%

2.6%EWZnot top 5

not top 5ROP.SW1.6%

not top 5HSBA.L1.4%

not top 5NOVN.SW1.4%

not top 5SHEL.L1.4%

Held in common11.3%

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

AVOS vs EFA Returns, Every Period

AvosAVOS

[…]

past year

EFAiShares

+13.5%

past year

Returns […]

AVOSEFAFaded: behind in that period

0–0Level

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

AVOS vs EFA

YTD

AvosAVOS

[…]

EFAiShares

+8.6%

[…]Year to date+8.6%

[…]Worst drop · 1Y−11.4%

[…]Volatility · 1Y16.3%

0.0%Yield3.3%

$120MAssets$76.1B

1–0EFA wins

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

Cost, Income and Risk

Fees: AVOS, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

AVOS0.64%$64

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

Yields: AVOS, EFA

3.28%highest, EFA

FundTrailing yieldYield$10k

EFA3.28%$328

AVOS0.00%$0

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

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

AVOS$0 − $64 = −$64

KeptFee

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

Overlap: AVOS, EFA

Today

11.3%most shared, AVOS and EFA

AVOSEFA

AVOS—11.3%

EFA11.3%—

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

Return vs Bumpiness: 2 ETFs

+13.5%EFA, at 16.3% volatility

EFAWorst drop−11.4%16.3% vol

AVOSWorst drop[…][…]

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

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