Compare · 2 funds side by side · dividends reinvested

EFA and DVAL

EFAiShares×DVALFranklin Templeton×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,113EFA · best of the two

02 / 04

EFA and DVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.8%+15.6%[…]−6.2%10.4%$60M1.3

iShares MSCI EAFE ETFInternational · Developed0.32%3.21%+11.0%+15.5%+18.7%+8.6%−11.4%16.5%$75.5B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: EFA 2001 · DVAL 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE ETF · $75.5B$15,113

EFA

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

$10,000 five years ago, dividends reinvested

EFAMeasureDVAL

+11.0%Year to dateJan 1 → Nov 9+13.0%

+15.5%1 yearTotal return+15.8%

+18.7%3 years · per year$10,000 became $16,727 · $15,457+15.6%

+8.6%5 years · per year$10,000 became $15,113 · […][…]

0.32%Expense ratio$32 · $49 a year on $10k · lower is better0.49%

3.21%Trailing 12-mo yield$321 · $515 a year on $10k5.15%

−11.4%Worst dropSmaller is better−6.2%

16.5%VolatilityLower is calmer10.4%

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

2–5DVAL wins

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

More Ways to See the Pairs

EFA vs DVAL: Top 5 Holdings

Today

EFA

8.2%in top 5

DVAL

in top 5[…]

EFAStockDVAL

2.5%ASML.ASnot top 5

1.6%ROP.SWnot top 5

1.4%HSBA.Lnot top 5

1.4%NOVN.SWnot top 5

1.4%SHEL.Lnot top 5

Held in common[…]

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

EFA vs DVAL Returns, Every Period

iSharesEFA

+15.5%

past year

DVALFranklin Templeton

+15.8%

past year

EFADVALFaded: behind in that period

1–2DVAL wins

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

EFA vs DVAL

YTD

iSharesEFA

+11.0%

DVALFranklin Templeton

+13.0%

+11.0%Year to date+13.0%

−11.4%Worst drop · 1Y−6.2%

16.5%Volatility · 1Y10.4%

3.2%Yield5.2%

$75.5BAssets$59.8M

4–0DVAL wins

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

Cost, Income and Risk

Fees: EFA, DVAL

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

DVAL0.49%$49

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

Yields: EFA, DVAL

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

EFA3.21%$321

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

EFA$321 − $32 = $289

KeptFee

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

Overlap: EFA, DVAL

Today

[…]holdings […]

EFADVAL

EFA—[…]

DVAL[…]—

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

Return vs Bumpiness: 2 ETFs

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

EFAWorst drop−11.4%16.5% vol

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

Paid More vs Made More

YTD

DVALEFA

+13.0%Year to date+11.0%

5.2%Yield3.2%

+15.8%Past year+15.5%

0.49%Fee0.32%

3–1DVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026