Compare · 3 funds side by side · dividends reinvested

VT, DVAL and EFA

VTVanguard×DVALFranklin Templeton×EFAiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,649VT · best of the three

02 / 04

VT, DVAL and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.8%+15.6%[…]−6.2%10.4%$60M1.6

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B1.9

iShares MSCI EAFE ETFInternational · Developed0.32%3.30%+7.8%+11.9%+18.3%+8.2%−11.4%16.3%$75.5B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: VT 2008 · DVAL 2006 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE ETF · $75.5B$14,818

EFA

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

$10,000 five years ago, dividends reinvested

EFAMeasureDVAL

+7.8%Year to dateJan 1 → Nov 6+13.0%

+11.9%1 yearTotal return+15.8%

+18.3%3 years · per year$10,000 became $16,576 · $15,457+15.6%

+8.2%5 years · per year$10,000 became $14,818 · […][…]

0.32%Expense ratio$32 · $49 a year on $10k · lower is better0.49%

3.30%Trailing 12-mo yield$330 · $515 a year on $10k5.15%

−11.4%Worst dropSmaller is better−6.2%

16.3%VolatilityLower is calmer10.4%

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

2–5DVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EFA vs DVAL: Top 5 Holdings

Today

EFA

8.2%in top 5

DVAL

in top 5[…]

EFAStockDVAL

2.5%ASML.ASnot top 5

1.6%ROP.SWnot top 5

1.4%HSBA.Lnot top 5

1.4%NOVN.SWnot top 5

1.4%SHEL.Lnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

EFA vs DVAL Returns, Every Period

iSharesEFA

+11.9%

past year

DVALFranklin Templeton

+15.8%

past year

EFADVALFaded: behind in that period

1–2DVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EFA vs DVAL

YTD

iSharesEFA

+7.8%

DVALFranklin Templeton

+13.0%

+7.8%Year to date+13.0%

−11.4%Worst drop · 1Y−6.2%

16.3%Volatility · 1Y10.4%

3.3%Yield5.2%

$75.5BAssets$59.8M

4–0DVAL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VT, DVAL, EFA

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

EFA0.32%$32

DVAL0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VT, DVAL, EFA

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

EFA3.30%$330

VT1.59%$159

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

EFA$330 − $32 = $298

VT$159 − $6 = $153

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VT, DVAL, EFA

Today

17.5%most shared, VT and EFA

VTDVALEFA

VT—[…]17.5%

DVAL[…]—[…]

EFA17.5%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

VTWorst drop−9.7%14.7% vol

EFAWorst drop−11.4%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DVALVT

+13.0%Year to date+8.5%

5.2%Yield1.6%

+15.8%Past year+10.4%

0.49%Fee0.06%

3–1DVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026