Compare · 2 funds side by side · dividends reinvested

ESIM and IEFA

ESIMEventide×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,228IEFA · best of the two

02 / 03

ESIM and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.34%+11.9%+15.8%+20.6%+8.8%−11.5%16.0%$193B1.1

Eventide International ETFInternational · Ex-US broad0.59%1.44%+13.8%[…][…][…][…][…]$30M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: ESIM 2025 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

Eventide International ETF · $30M[…]

ESIM

IEFA

iShares Core MSCI EAFE ETF · $193B$15,228

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

ESIMMeasureIEFA

+13.8%Year to dateJan 1 → Nov 4+11.9%

[…]1 yearTotal return+15.8%

[…]3 years · per year$10,000 became […] · $17,523+20.6%

[…]5 years · per year$10,000 became […] · $15,228+8.8%

0.59%Expense ratio$59 · $7 a year on $10k · lower is better0.07%

1.44%Trailing 12-mo yield$144 · $334 a year on $10k3.34%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.0%

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

1–2IEFA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESIM vs IEFA: Top 5 Holdings

Today

ESIM

20.1%in top 5

IEFA

in top 57.3%

ESIMStockIEFA

7.7%TSMnot top 5

3.4%HNR1.DEnot top 5

3.2%GBOOYnot top 5

3.0%HY9H.Fnot top 5

2.7%ASMLnot top 5

not top 5ASML.AS2.4%

not top 5ROP.SW1.3%

not top 5SHEL.L1.2%

not top 5NOVN.SW1.2%

not top 5HSBA.L1.2%

Held in common4.0%

End-of-day Nov 4, 2026 · share of each fund

ESIM vs IEFA Returns, Every Period

EventideESIM

[…]

past year

IEFAiShares

+15.8%

past year

ESIMIEFAFaded: behind in that period

1–0ESIM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ESIM vs IEFA

YTD

EventideESIM

+13.8%

IEFAiShares

+11.9%

+13.8%Year to date+11.9%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.0%

1.4%Yield3.3%

$30.0MAssets$193B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESIM, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

ESIM0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ESIM, IEFA

3.34%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.34%$334

ESIM1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

ESIM$144 − $59 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ESIM, IEFA

Today

4.0%most shared, ESIM and IEFA

ESIMIEFA

ESIM—4.0%

IEFA4.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.8%IEFA, at 16.0% volatility

IEFAWorst drop−11.5%16.0% vol

ESIMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IEFAESIM

+11.9%Year to date+13.8%

3.3%Yield1.4%

+15.8%Past year[…]

0.07%Fee0.59%

2–1IEFA wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026