Compare · 2 funds side by side · dividends reinvested

LOEV and EFA

LOEVHarding Loevner×EFAiShares×

Versus in desk

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

02 / 03

LOEV and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE ETFInternational · Developed0.32%3.18%+11.8%+15.7%+20.3%+9.1%−11.4%16.1%$76.3B1.0

Harding Loevner International Developed Markets Select Equity ETFInternational · Developed0.70%0.00%[…][…][…][…][…][…]$90M2.0

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: LOEV 2026 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

Harding Loevner International Developed Markets Select Equity ETF · $90M[…]

LOEV

EFA

iShares MSCI EAFE ETF · $76.3B$15,434

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

LOEVMeasureEFA

[…]Year to dateJan 1 → Nov 4+11.8%

[…]1 yearTotal return+15.7%

[…]3 years · per year$10,000 became […] · $17,423+20.3%

[…]5 years · per year$10,000 became […] · $15,434+9.1%

0.70%Expense ratio$70 · $32 a year on $10k · lower is better0.32%

0.00%Trailing 12-mo yield$0 · $318 a year on $10k3.18%

[…]Worst dropSmaller is better−11.4%

[…]VolatilityLower is calmer16.1%

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

0–2EFA wins

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

More Ways to See the Pairs

LOEV vs EFA: Top 5 Holdings

Today

LOEV

20.0%in top 5

EFA

in top 58.5%

LOEVStockEFA

5.0%SHELnot top 5

3.8%BBVAnot top 5

3.8%ALV.DEnot top 5

3.7%GMABnot top 5

3.7%MFCnot top 5

not top 5ASML.AS2.8%

not top 5ROP.SW1.6%

not top 5SHEL.L1.4%

not top 5NOVN.SW1.4%

not top 5HSBA.L1.4%

Held in common10.3%

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

LOEV vs EFA Returns, Every Period

Harding LoevnerLOEV

[…]

past year

EFAiShares

+15.7%

past year

Returns […]

LOEVEFAFaded: behind in that period

0–0Level

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

LOEV vs EFA

YTD

Harding LoevnerLOEV

[…]

EFAiShares

+11.8%

[…]Year to date+11.8%

[…]Worst drop · 1Y−11.4%

[…]Volatility · 1Y16.1%

0.0%Yield3.2%

$89.8MAssets$76.3B

1–0EFA wins

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

Cost, Income and Risk

Fees: LOEV, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

LOEV0.70%$70

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

Yields: LOEV, EFA

3.18%highest, EFA

FundTrailing yieldYield$10k

EFA3.18%$318

LOEV0.00%$0

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

Income After Fees on $10,000

$286most kept, EFA

EFA$318 − $32 = $286

LOEV$0 − $70 = −$70

KeptFee

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

Overlap: LOEV, EFA

Today

10.3%most shared, LOEV and EFA

LOEVEFA

LOEV—10.3%

EFA10.3%—

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

Return vs Bumpiness: 2 ETFs

+15.7%EFA, at 16.1% volatility

EFAWorst drop−11.4%16.1% vol

LOEVWorst drop[…][…]

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

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