Compare · 3 funds side by side · dividends reinvested

EZA, AFK and EVLU

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,219EZA · best of the three

02 / 04

EZA, AFK and EVLU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Emerging Markets Value Factor ETFInternational · Emerging0.35%3.95%+23.1%+25.3%[…][…]−12.9%21.2%$19M1.2

VanEck Africa Index ETFUnsorted0.76%1.06%−4.3%+8.0%+26.5%+5.6%−19.5%28.4%$92M2.1

iShares MSCI South Africa ETFInternational · Region & country0.59%8.01%−6.5%+6.4%+26.1%+10.2%−24.3%32.9%$449M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: EZA 2003 · AFK 2008 · EVLU 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI South Africa ETF · $449M$16,219

EZA

AFK

VanEck Africa Index ETF · $92M$13,137

$10,000 five years ago, dividends reinvested · they hold 27.3% in common

EZAMeasureAFK

−6.5%Year to dateJan 1 → Nov 3−4.3%

+6.4%1 yearTotal return+8.0%

+26.1%3 years · per year$10,000 became $20,057 · $20,229+26.5%

+10.2%5 years · per year$10,000 became $16,219 · $13,137+5.6%

0.59%Expense ratio$59 · $76 a year on $10k · lower is better0.76%

8.01%Trailing 12-mo yield$801 · $106 a year on $10k1.06%

−24.3%Worst dropSmaller is better−19.5%

32.9%VolatilityLower is calmer28.4%

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

3–5AFK wins

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

More Ways to See the Pairs

EZA vs AFK: Top 5 Holdings

Today

EZA

41.8%in top 5

AFK

in top 517.4%

EZAStockAFK

11.3%ANG.JOnot top 5

8.4%NPN.JO3.4%

8.2%GFI.JOnot top 5

7.5%FSR.JO3.6%

6.4%SBK.JOnot top 5

not top 5AU3.8%

not top 5SEPL.L3.5%

not top 5GFI3.1%

Held in common27.3%

End-of-day Nov 3, 2026 · share of each fund

EZA vs AFK Returns, Every Period

iSharesEZA

+10.2%

5 years, per year

AFKVanEck

+5.6%

5 years, per year

EZAAFKFaded: behind in that period

1–3AFK wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EZA vs EVLU

YTD

iSharesEZA

−6.5%

EVLUiShares

+23.1%

−6.5%Year to date+23.1%

−24.3%Worst drop · 1Y−12.9%

32.9%Volatility · 1Y21.2%

8.0%Yield4.0%

$449MAssets$18.7M

3–1EVLU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EZA, AFK, EVLU

Today

0.35%lowest, EVLU

FundExpense ratioFee$10k

EVLU0.35%$35

EZA0.59%$59

AFK0.76%$76

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EZA, AFK, EVLU

8.01%highest, EZA

FundTrailing yieldYield$10k

EZA8.01%$801

EVLU3.95%$395

AFK1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$742most kept, EZA

EZA$801 − $59 = $742

EVLU$395 − $35 = $360

AFK$106 − $76 = $30

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EZA, AFK, EVLU

Today

27.3%most shared, EZA and AFK

EZAAFKEVLU

EZA—27.3%5.4%

AFK27.3%—3.7%

EVLU5.4%3.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.3%EVLU, at 21.2% volatility

EVLUWorst drop−12.9%21.2% vol

AFKWorst drop−19.5%28.4% vol

EZAWorst drop−24.3%32.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EZAEVLU

−6.5%Year to date+23.1%

8.0%Yield4.0%

+6.4%Past year+25.3%

0.59%Fee0.35%

3–1EVLU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026