AFDM vs IEFA

AAFDM

BIEFA

Measures won5–1AFDM wins · of 6 · 5Y

$10,000 · 5Y$14,856AFDM · IEFA $14,620

Lowest cost0.07%IEFA · $7 on $10k

Most income3.52%AFDM · $352 on $10k

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

Held in common23.1%AFDM and IEFA

AFDM

IEFA

First Trust Active Factor International ETF · $147MiShares Core MSCI EAFE ETF · $193B

+22.0%3 years · per year$18,162 · $16,931+19.2%

+8.2%5 years · per year$14,856 · $14,620+7.9%

0.80%Expense ratio$80 · $7 on $10k · lower wins0.07%

3.52%12-mo yield$352 · $344 on $10k3.44%

−10.2%Worst dropSmaller wins−11.5%

15.3%VolatilityLower wins16.2%

5–1AFDM wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFDM · IEFA

1.8%ASML.AS2.3%

1.3%NOVN.SW1.2%

1.2%SHEL.L1.2%

0.8%BHP.AX0.8%

Held in common23.1%

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%	$147M
2	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B

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%	$147M
2	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B

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 IEFA

AFDM

First Trust Active Factor International

$14,856

IEFA

iShares Core MSCI EAFE

$14,620

MeasureAFDMIEFA

Fee0.80%0.07%

Cost on $10k a year$80$7

Yield3.52%3.44%

5 years, per year+8.2%+7.9%

3 years, per year+22.0%+19.2%

Worst drop · 1Y−10.2%−11.5%

Volatility · 1Y15.3%16.2%

5–1measures won
AFDM first

23.1%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AFDM, IEFA

Today

23.1%most shared, AFDM and IEFA

AFDMIEFA

AFDM—23.1%

IEFA23.1%—

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

Income After Fees on $10,000

$337most kept, IEFA

IEFA$344 − $7 = $337

AFDM$352 − $80 = $272

KeptFee

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