Compare · 3 funds side by side · dividends reinvested

EUFN, HDEF and FEZ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,150EUFN · best of the three

02 / 04

EUFN, HDEF and FEZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers MSCI EAFE High Dividend Yield Equity ETFIncome · Dividend stocks0.09%3.62%+16.7%+23.8%+21.6%+13.6%−8.1%12.2%$2.3B1.4

iShares MSCI Europe Financials ETFSectors · Financials0.49%4.15%+10.6%+23.0%+36.0%+19.3%−14.8%21.5%$2.9B2.0

State Street SPDR EURO STOXX 50 ETFInternational · Region & country0.29%2.71%+6.6%+10.7%+21.2%+10.6%−13.6%18.7%$4.2B2.6

Rank among the three1st → 3rdFee, 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: EUFN 2010 · HDEF 2015 · FEZ 2002

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Europe Financials ETF · $2.9B$24,150

EUFN

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3B$18,903

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

EUFNMeasureHDEF

+10.6%Year to dateJan 1 → Nov 4+16.7%

+23.0%1 yearTotal return+23.8%

+36.0%3 years · per year$10,000 became $25,142 · $17,998+21.6%

+19.3%5 years · per year$10,000 became $24,150 · $18,903+13.6%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

4.15%Trailing 12-mo yield$415 · $362 a year on $10k3.62%

−14.8%Worst dropSmaller is better−8.1%

21.5%VolatilityLower is calmer12.2%

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

3–5HDEF wins

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

More Ways to See the Pairs

EUFN vs HDEF: Top 5 Holdings

Today

EUFN

27.9%in top 5

HDEF

in top 525.3%

EUFNStockHDEF

8.7%HSBA.Lnot top 5

not top 5SHEL.L5.7%

5.7%ALV.DE4.4%

not top 5ROP.SW5.4%

not top 5NOVN.SW5.0%

4.9%SAN.MCnot top 5

not top 5NESN.SW4.8%

4.5%UBSG.SWnot top 5

4.0%BBVA.MCnot top 5

Held in common17.4%

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

EUFN vs HDEF Returns, Every Period

iSharesEUFN

+19.3%

5 years, per year

HDEFXtrackers

+13.6%

5 years, per year

EUFNHDEFFaded: behind in that period

2–2Level

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

Sector vs Income: EUFN vs HDEF

YTD

iSharesEUFN

+10.6%

HDEFXtrackers

+16.7%

+10.6%Year to date+16.7%

−14.8%Worst drop · 1Y−8.1%

21.5%Volatility · 1Y12.2%

4.2%Yield3.6%

$2.9BAssets$2.3B

3–1HDEF wins

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

Cost, Income and Risk

Fees: EUFN, HDEF, FEZ

Today

0.09%lowest, HDEF

FundExpense ratioFee$10k

HDEF0.09%$9

FEZ0.29%$29

EUFN0.49%$49

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

Yields: EUFN, HDEF, FEZ

4.15%highest, EUFN

FundTrailing yieldYield$10k

EUFN4.15%$415

HDEF3.62%$362

FEZ2.71%$271

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

Income After Fees on $10,000

$366most kept, EUFN

EUFN$415 − $49 = $366

HDEF$362 − $9 = $353

FEZ$271 − $29 = $242

KeptFee

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

Overlap: EUFN, HDEF, FEZ

Today

23.7%most shared, EUFN and FEZ

EUFNHDEFFEZ

EUFN—17.4%23.7%

HDEF17.4%—21.2%

FEZ23.7%21.2%—

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

Return vs Bumpiness: 3 ETFs

+23.8%HDEF, at 12.2% volatility

HDEFWorst drop−8.1%12.2% vol

FEZWorst drop−13.6%18.7% vol

EUFNWorst drop−14.8%21.5% vol

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

Paid More vs Made More

YTD

EUFNHDEF

+10.6%Year to date+16.7%

4.2%Yield3.6%

+23.0%Past year+23.8%

0.49%Fee0.09%

3–1HDEF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026