Compare · 3 funds side by side · dividends reinvested

ESGD, EFA and VT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,957VT · best of the three

02 / 04

ESGD, EFA and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.55%+11.3%+14.3%+20.9%+9.8%−9.7%14.9%$81.8B1.6

iShares MSCI EAFE ETFInternational · Developed0.32%3.21%+11.0%+15.6%+18.7%+8.6%−11.4%16.6%$75.5B2.1

iShares ESG Aware MSCI EAFE ETFInternational · Developed0.20%3.28%+11.4%+15.5%+18.5%+8.3%−11.7%16.7%$11.6B2.3

Rank among the three1st → 3rdFee, 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: ESGD 2016 · EFA 2001 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI EAFE ETF · $11.6B$14,884

ESGD

EFA

iShares MSCI EAFE ETF · $75.5B$15,117

$10,000 five years ago, dividends reinvested · they hold 69.8% in common

ESGDMeasureEFA

+11.4%Year to dateJan 1 → Nov 9+11.0%

+15.5%1 yearTotal return+15.6%

+18.5%3 years · per year$10,000 became $16,660 · $16,732+18.7%

+8.3%5 years · per year$10,000 became $14,884 · $15,117+8.6%

0.20%Expense ratio$20 · $32 a year on $10k · lower is better0.32%

3.28%Trailing 12-mo yield$328 · $321 a year on $10k3.21%

−11.7%Worst dropSmaller is better−11.4%

16.7%VolatilityLower is calmer16.6%

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

3–5EFA wins

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

More Ways to See the Pairs

ESGD vs EFA: Top 5 Holdings

Today

ESGD

8.5%in top 5

EFA

in top 58.4%

ESGDStockEFA

2.8%ASML.AS2.6%

1.7%NOVN.SW1.4%

1.3%ROP.SW1.6%

1.4%HSBA.L1.4%

not top 5SHEL.L1.4%

1.3%SAP.DEnot top 5

Held in common69.8%

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

ESGD vs EFA Returns, Every Period

iSharesESGD

+8.3%

5 years, per year

EFAiShares

+8.6%

5 years, per year

ESGDEFAFaded: behind in that period

1–3EFA wins

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

ESGD vs EFA

YTD

iSharesESGD

+11.4%

EFAiShares

+11.0%

+11.4%Year to date+11.0%

−11.7%Worst drop · 1Y−11.4%

16.7%Volatility · 1Y16.6%

3.3%Yield3.2%

$11.6BAssets$75.5B

2–2level

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

Cost, Income and Risk

Fees: ESGD, EFA, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

ESGD0.20%$20

EFA0.32%$32

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

Yields: ESGD, EFA, VT

3.28%highest, ESGD

FundTrailing yieldYield$10k

ESGD3.28%$328

EFA3.21%$321

VT1.55%$155

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

Income After Fees on $10,000

$308most kept, ESGD

ESGD$328 − $20 = $308

EFA$321 − $32 = $289

VT$155 − $6 = $149

KeptFee

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

Overlap: ESGD, EFA, VT

Today

69.8%most shared, ESGD and EFA

ESGDEFAVT

ESGD—69.8%13.8%

EFA69.8%—17.5%

VT13.8%17.5%—

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

Return vs Bumpiness: 3 ETFs

+15.6%EFA, at 16.6% volatility

VTWorst drop−9.7%14.9% vol

EFAWorst drop−11.4%16.6% vol

ESGDWorst drop−11.7%16.7% vol

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

Paid More vs Made More

YTD

ESGDVT

+11.4%Year to date+11.3%

3.3%Yield1.6%

+15.5%Past year+14.3%

0.20%Fee0.06%

3–1ESGD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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