AFDM vs EFA

AAFDM

BEFA

Measures won4–1AFDM wins · of 6 · 5Y

$10,000 · 5Y$14,856AFDM · EFA $14,850

Lowest cost0.32%EFA · $32 on $10k

Most income3.52%AFDM · $352 on $10k

Smallest drop−10.2%AFDM · worst fall in 1Y

Held in common25.5%AFDM and EFA

AFDM

EFA

First Trust Active Factor International ETF · $151MiShares MSCI EAFE ETF · $76.1B

+22.0%3 years · per year$18,162 · $16,864+19.0%

+8.2%5 years · per year$14,856 · $14,850+8.2%

0.80%Expense ratio$80 · $32 on $10k · lower wins0.32%

3.52%12-mo yield$352 · $328 on $10k3.28%

−10.2%Worst dropSmaller wins−11.4%

15.3%VolatilityLower wins16.3%

4–1AFDM wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFDM · EFA

1.8%ASML.AS2.7%

1.3%NOVN.SW1.4%

1.2%SHEL.L1.4%

1.0%ALV.DE0.9%

Held in common25.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAFDM	First Trust Active Factor International ETFRead Desk		0.80%	3.52%	−2.8%	+12.1%	+18.3%	+22.0%	+8.2%	−10.2%	$151M
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAFDM	First Trust Active Factor International ETFRead Desk		0.80%	3.52%	−2.8%	+12.1%	+18.3%	+22.0%	+8.2%	−10.2%	$151M
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFDM vs EFA

AFDM

First Trust Active Factor International

$14,856

EFA

iShares MSCI EAFE

$14,850

MeasureAFDMEFA

Fee0.80%0.32%

Cost on $10k a year$80$32

Yield3.52%3.28%

5 years, per year+8.2%+8.2%

3 years, per year+22.0%+19.0%

Worst drop · 1Y−10.2%−11.4%

Volatility · 1Y15.3%16.3%

4–1measures won
AFDM first

25.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AFDM, EFA

Today

25.5%most shared, AFDM and EFA

AFDMEFA

AFDM—25.5%

EFA25.5%—

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

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

AFDM$352 − $80 = $272

KeptFee

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