Compare · 2 funds side by side · dividends reinvested

HEFA and SPDW

HEFAiShares×SPDWSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,056HEFA · best of the two

02 / 04

HEFA and SPDW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Currency Hedged MSCI EAFE ETFInternational · Developed0.70%3.94%+16.4%+19.4%+21.4%+13.8%−9.5%13.1%$7.7B1.3

State Street SPDR Portfolio Developed World ex-US ETFInternational · Developed0.03%3.01%+14.9%+19.0%+22.7%+9.6%−11.5%17.6%$40.8B1.8

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: HEFA 2014 · SPDW 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Currency Hedged MSCI EAFE ETF · $7.7B$19,056

HEFA

SPDW

State Street SPDR Portfolio Developed World ex-US ETF · $40.8B$15,799

$10,000 five years ago, dividends reinvested · they hold 68.1% in common

HEFAMeasureSPDW

+16.4%Year to dateJan 1 → Nov 4+14.9%

+19.4%1 yearTotal return+19.0%

+21.4%3 years · per year$10,000 became $17,891 · $18,473+22.7%

+13.8%5 years · per year$10,000 became $19,056 · $15,799+9.6%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

3.94%Trailing 12-mo yield$394 · $301 a year on $10k3.01%

−9.5%Worst dropSmaller is better−11.5%

13.1%VolatilityLower is calmer17.6%

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

6–2HEFA wins

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

More Ways to See the Pairs

HEFA vs SPDW: Top 5 Holdings

Today

HEFA

8.5%in top 5

SPDW

in top 58.0%

HEFAStockSPDW

2.8%ASML.AS1.8%

not top 5SMSN2.3%

not top 5000660.K1.9%

1.6%ROP.SW1.0%

1.4%SHEL.L0.9%

1.4%NOVN.SWnot top 5

1.4%HSBA.Lnot top 5

Held in common68.1%

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

HEFA vs SPDW Returns, Every Period

iSharesHEFA

+13.8%

5 years, per year

SPDWSPDR

+9.6%

5 years, per year

HEFASPDWFaded: behind in that period

3–1HEFA wins

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

HEFA vs SPDW

YTD

iSharesHEFA

+16.4%

SPDWSPDR

+14.9%

+16.4%Year to date+14.9%

−9.5%Worst drop · 1Y−11.5%

13.1%Volatility · 1Y17.6%

3.9%Yield3.0%

$7.7BAssets$40.8B

4–0HEFA wins

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

Cost, Income and Risk

Fees: HEFA, SPDW

Today

0.03%lowest, SPDW

FundExpense ratioFee$10k

SPDW0.03%$3

HEFA0.70%$70

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

Yields: HEFA, SPDW

3.94%highest, HEFA

FundTrailing yieldYield$10k

HEFA3.94%$394

SPDW3.01%$301

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

Income After Fees on $10,000

$324most kept, HEFA

HEFA$394 − $70 = $324

SPDW$301 − $3 = $298

KeptFee

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

Overlap: HEFA, SPDW

Today

68.1%most shared, HEFA and SPDW

HEFASPDW

HEFA—68.1%

SPDW68.1%—

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

Return vs Bumpiness: 2 ETFs

+19.4%HEFA, at 13.1% volatility

HEFAWorst drop−9.5%13.1% vol

SPDWWorst drop−11.5%17.6% vol

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

Paid More vs Made More

YTD

HEFASPDW

+16.4%Year to date+14.9%

3.9%Yield3.0%

+19.4%Past year+19.0%

0.70%Fee0.03%

3–1HEFA 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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026