Compare · 2 funds side by side · dividends reinvested

PIO and EFA

PIOInvesco×EFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,850EFA · best of the two

02 / 04

PIO and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE ETFInternational · Developed0.32%3.28%+8.6%+13.5%+19.0%+8.2%−11.4%16.3%$76.1B1.0

Invesco Global Water ETFInternational · Global0.75%0.88%+1.0%−0.4%+12.6%+2.1%−13.1%16.7%$277M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PIO 2007 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Water ETF · $277M$11,107

PIO

EFA

iShares MSCI EAFE ETF · $76.1B$14,850

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

PIOMeasureEFA

+1.0%Year to dateJan 1 → Nov 5+8.6%

−0.4%1 yearTotal return+13.5%

+12.6%3 years · per year$10,000 became $14,263 · $16,864+19.0%

+2.1%5 years · per year$10,000 became $11,107 · $14,850+8.2%

0.75%Expense ratio$75 · $32 a year on $10k · lower is better0.32%

0.88%Trailing 12-mo yield$88 · $328 a year on $10k3.28%

−13.1%Worst dropSmaller is better−11.4%

16.7%VolatilityLower is calmer16.3%

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

0–8EFA wins

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

More Ways to See the Pairs

PIO vs EFA: Top 5 Holdings

Today

PIO

38.4%in top 5

EFA

in top 58.4%

PIOStockEFA

9.2%PNRnot top 5

8.6%ECLnot top 5

8.6%FERGnot top 5

6.2%6361.Tnot top 5

5.8%SBSP3.SAnot top 5

not top 5ASML.AS2.7%

not top 5ROP.SW1.6%

not top 5HSBA.L1.4%

not top 5NOVN.SW1.4%

not top 5SHEL.L1.4%

Held in common0.6%

End-of-day Nov 5, 2026 · share of each fund

PIO vs EFA Returns, Every Period

InvescoPIO

+2.1%

5 years, per year

EFAiShares

+8.2%

5 years, per year

PIOEFAFaded: behind in that period

0–4EFA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PIO vs EFA

YTD

InvescoPIO

+1.0%

EFAiShares

+8.6%

+1.0%Year to date+8.6%

−13.1%Worst drop · 1Y−11.4%

16.7%Volatility · 1Y16.3%

0.9%Yield3.3%

$277MAssets$76.1B

4–0EFA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PIO, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

PIO0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PIO, EFA

3.28%highest, EFA

FundTrailing yieldYield$10k

EFA3.28%$328

PIO0.88%$88

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

PIO$88 − $75 = $13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PIO, EFA

Today

0.6%most shared, PIO and EFA

PIOEFA

PIO—0.6%

EFA0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%EFA, at 16.3% volatility

EFAWorst drop−11.4%16.3% vol

PIOWorst drop−13.1%16.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EFAPIO

+8.6%Year to date+1.0%

3.3%Yield0.9%

+13.5%Past year−0.4%

0.32%Fee0.75%

4–0EFA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026