Compare · 2 funds side by side · dividends reinvested

HDMV and EFA

HDMVFirst Trust×EFAiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,434EFA · best of the two

02 / 04

HDMV and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Horizon Managed Volatility Developed International ETFInternational · Developed0.80%4.53%+13.5%+17.3%+18.5%+8.1%−8.8%12.3%$15M1.4

iShares MSCI EAFE ETFInternational · Developed0.32%3.18%+11.8%+15.7%+20.3%+9.1%−11.4%16.1%$76.3B1.6

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: HDMV 2016 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Horizon Managed Volatility Developed International ETF · $15M$14,795

HDMV

EFA

iShares MSCI EAFE ETF · $76.3B$15,434

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

HDMVMeasureEFA

+13.5%Year to dateJan 1 → Nov 4+11.8%

+17.3%1 yearTotal return+15.7%

+18.5%3 years · per year$10,000 became $16,634 · $17,423+20.3%

+8.1%5 years · per year$10,000 became $14,795 · $15,434+9.1%

0.80%Expense ratio$80 · $32 a year on $10k · lower is better0.32%

4.53%Trailing 12-mo yield$453 · $318 a year on $10k3.18%

−8.8%Worst dropSmaller is better−11.4%

12.3%VolatilityLower is calmer16.1%

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

5–3HDMV wins

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

More Ways to See the Pairs

HDMV vs EFA: Top 5 Holdings

Today

HDMV

9.4%in top 5

EFA

in top 58.5%

HDMVStockEFA

not top 5ASML.AS2.8%

2.1%0002.HKnot top 5

2.0%TRYG.COnot top 5

1.8%GBLB.BRnot top 5

1.7%IBE.MCnot top 5

1.7%0003.HKnot top 5

not top 5ROP.SW1.6%

not top 5SHEL.L1.4%

not top 5NOVN.SW1.4%

not top 5HSBA.L1.4%

Held in common16.1%

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

HDMV vs EFA Returns, Every Period

First TrustHDMV

+8.1%

5 years, per year

EFAiShares

+9.1%

5 years, per year

HDMVEFAFaded: behind in that period

2–2Level

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

HDMV vs EFA

YTD

First TrustHDMV

+13.5%

EFAiShares

+11.8%

+13.5%Year to date+11.8%

−8.8%Worst drop · 1Y−11.4%

12.3%Volatility · 1Y16.1%

4.5%Yield3.2%

$15.2MAssets$76.3B

4–0HDMV wins

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

Cost, Income and Risk

Fees: HDMV, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

HDMV0.80%$80

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

Yields: HDMV, EFA

4.53%highest, HDMV

FundTrailing yieldYield$10k

HDMV4.53%$453

EFA3.18%$318

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

Income After Fees on $10,000

$373most kept, HDMV

HDMV$453 − $80 = $373

EFA$318 − $32 = $286

KeptFee

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

Overlap: HDMV, EFA

Today

16.1%most shared, HDMV and EFA

HDMVEFA

HDMV—16.1%

EFA16.1%—

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

Return vs Bumpiness: 2 ETFs

+17.3%HDMV, at 12.3% volatility

HDMVWorst drop−8.8%12.3% vol

EFAWorst drop−11.4%16.1% vol

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

Paid More vs Made More

YTD

HDMVEFA

+13.5%Year to date+11.8%

4.5%Yield3.2%

+17.3%Past year+15.7%

0.80%Fee0.32%

3–1HDMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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