Compare · 2 funds side by side · dividends reinvested

DWM and EFA

DWMWisdomTree×EFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,205DWM · best of the two

02 / 04

DWM and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree International Equity FundInternational · Ex-US broad0.48%2.74%+8.4%+14.2%+19.6%+10.1%−10.9%15.1%$653M1.4

iShares MSCI EAFE ETFInternational · Developed0.32%3.28%+8.6%+13.5%+19.0%+8.2%−11.4%16.3%$78.1B1.6

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: DWM 2006 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International Equity Fund · $653M$16,205

DWM

EFA

iShares MSCI EAFE ETF · $78.1B$14,850

$10,000 five years ago, dividends reinvested · they hold 61.0% in common

DWMMeasureEFA

+8.4%Year to dateJan 1 → Nov 5+8.6%

+14.2%1 yearTotal return+13.5%

+19.6%3 years · per year$10,000 became $17,101 · $16,864+19.0%

+10.1%5 years · per year$10,000 became $16,205 · $14,850+8.2%

0.48%Expense ratio$48 · $32 a year on $10k · lower is better0.32%

2.74%Trailing 12-mo yield$274 · $328 a year on $10k3.28%

−10.9%Worst dropSmaller is better−11.4%

15.1%VolatilityLower is calmer16.3%

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

5–3DWM wins

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

More Ways to See the Pairs

DWM vs EFA: Top 5 Holdings

Today

DWM

6.9%in top 5

EFA

in top 58.4%

DWMStockEFA

not top 5ASML.AS2.7%

1.6%ROP.SW1.6%

1.5%SHEL.L1.4%

1.3%HSBA.L1.4%

1.2%NOVN.SW1.4%

1.3%BHP.AXnot top 5

Held in common61.0%

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

DWM vs EFA Returns, Every Period

WisdomTreeDWM

+10.1%

5 years, per year

EFAiShares

+8.2%

5 years, per year

DWMEFAFaded: behind in that period

3–1DWM wins

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

DWM vs EFA

YTD

WisdomTreeDWM

+8.4%

EFAiShares

+8.6%

+8.4%Year to date+8.6%

−10.9%Worst drop · 1Y−11.4%

15.1%Volatility · 1Y16.3%

2.7%Yield3.3%

$653MAssets$78.1B

2–2level

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

Cost, Income and Risk

Fees: DWM, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

DWM0.48%$48

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

Yields: DWM, EFA

3.28%highest, EFA

FundTrailing yieldYield$10k

EFA3.28%$328

DWM2.74%$274

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

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

DWM$274 − $48 = $226

KeptFee

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

Overlap: DWM, EFA

Today

61.0%most shared, DWM and EFA

DWMEFA

DWM—61.0%

EFA61.0%—

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

Return vs Bumpiness: 2 ETFs

+14.2%DWM, at 15.1% volatility

DWMWorst drop−10.9%15.1% 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

EFADWM

+8.6%Year to date+8.4%

3.3%Yield2.7%

+13.5%Past year+14.2%

0.32%Fee0.48%

3–1EFA 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026