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EUFN, IDEQ and IVLU

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,889EUFN · best of the three

Story of the three · IncomeMost incomeEUFN · 4.18% · $418 a year on $10k

Story of the three · RiskSmallest drop

EUFN, IDEQ and IVLU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.28%+14.4%+19.8%+24.9%+14.9%−11.7%16.5%$4.6B1.4

iShares MSCI Europe Financials ETFSectors · Financials0.49%4.18%+9.9%+18.1%+34.5%+19.0%−14.8%21.9%$3.1B2.1

Lazard International Dynamic Equity ETFInternational · Ex-US broad0.40%1.39%+11.2%+15.3%[…][…]−12.9%19.8%$2.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: EUFN 2010 · IDEQ 2015 · IVLU 2015

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Europe Financials ETF · $3.1B$23,889

EUFN

IVLU

iShares MSCI Intl Value Factor ETF · $4.6B$19,986

$10,000 five years ago, dividends reinvested · they hold 20.0% in common

EUFN

More Ways to See the Pairs

EUFN vs IVLU: Top 5 Holdings

Today

EUFN

28.3%in top 5

IVLU

in top 59.3%

EUFNStockIVLU

8.9%HSBA.L2.0%

5.6%ALV.DEnot top 5

5.1%SAN.MCnot top 5

4.4%UBSG.SWnot top 5

4.2%BBVA.MC

Cost, Income and Risk

Fees: EUFN, IDEQ, IVLU

Today

0.31%lowest, IVLU

FundExpense ratioFee$10k

IVLU0.31%$31

IDEQ0.40%$40

EUFN0.49%$49

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

IVLU

+9.9%Year to dateJan 1 → Nov 12+14.4%

+18.1%1 yearTotal return+19.8%

+34.5%3 years · per year$10,000 became $24,330 · $19,468+24.9%

+19.0%5 years · per year$10,000 became $23,889 · $19,986+14.9%

0.49%Expense ratio$49 · $31 a year on $10k · lower is better0.31%

4.18%Trailing 12-mo yield$418 · $328 a year on $10k3.28%

−14.8%Worst dropSmaller is better−11.7%

21.9%VolatilityLower is calmer16.5%

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

3–5IVLU wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 57203.T2.2%

not top 5SHEL.L1.9%

not top 5BATS.L1.7%

not top 5BNP.PA1.7%

Held in common20.0%

End-of-day Nov 12, 2026 · share of each fund

EUFN vs IVLU Returns, Every Period

5Y

iSharesEUFN

+19.0%

5 years, per year

IVLUiShares

+14.9%

5 years, per year

EUFNIVLUFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: EUFN vs IVLU

YTD

iSharesEUFN

+9.9%

IVLUiShares

+14.4%

+9.9%Year to date+14.4%

−14.8%Worst drop · 1Y−11.7%

21.9%Volatility · 1Y16.5%

4.2%Yield3.3%

$3.1BAssets$4.6B

3–1IVLU wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: EUFN, IDEQ, IVLU

1Y

4.18%highest, EUFN

FundTrailing yieldYield$10k

EUFN4.18%$418

IVLU3.28%$328

IDEQ1.39%$139

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

Income After Fees on $10,000

1Y

$369most kept, EUFN

EUFN$418 − $49 = $369

IVLU$328 − $31 = $297

IDEQ$139 − $40 = $99

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: EUFN, IDEQ, IVLU

Today

20.4%most shared, IDEQ and IVLU

EUFNIDEQIVLU

EUFN—12.8%20.0%

IDEQ12.8%—20.4%

IVLU20.0%20.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.8%IVLU, at 16.5% volatility

IVLUWorst drop−11.7%16.5% vol

IDEQWorst drop−12.9%19.8% vol

EUFNWorst drop−14.8%21.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

EUFNIVLU

+9.9%Year to date+14.4%

4.2%Yield3.3%

+18.1%Past year+19.8%

0.49%Fee0.31%

3–1IVLU wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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EUFN, IDEQ and IVLU

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: EUFN, IDEQ, IVLU