AFDM vs EFA

AAFDM

BEFA

Measures won4–2AFDM wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · EFA $14,818

Lowest cost0.05%VXUS · $5 on $10k

Most income3.55%AFDM · $355 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common25.4%AFDM and EFA

AFDM

EFA

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

+20.7%3 years · per year$17,568 · $16,576+18.3%

+7.8%5 years · per year$14,561 · $14,818+8.2%

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

3.55%12-mo yield$355 · $330 on $10k3.30%

−10.2%Worst dropSmaller wins−11.4%

15.3%VolatilityLower wins16.3%

4–2AFDM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFDM · EFA

1.7%ASML.AS2.5%

1.3%NOVN.SW1.4%

1.2%SHEL.L1.4%

1.0%ALV.DE0.9%

Held in common25.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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

$14,561

EFA

iShares MSCI EAFE

$14,818

MeasureAFDMEFA

Fee0.80%0.32%

Cost on $10k a year$80$32

Yield3.55%3.30%

5 years, per year+7.8%+8.2%

3 years, per year+20.7%+18.3%

Worst drop · 1Y−10.2%−11.4%

Volatility · 1Y15.3%16.3%

4–2measures won
AFDM first

25.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AFDM, EFA, VXUS, VT

Today

45.8%most shared, EFA and VXUS

AFDMEFAVXUSVT

AFDM—25.4%14.6%5.9%

EFA25.4%—45.8%17.5%

VXUS14.6%45.8%—29.9%

VT5.9%17.5%29.9%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

AFDM$355 − $80 = $275

VXUS$245 − $5 = $240

VT$159 − $6 = $153

KeptFee

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