CEFA vs EFA

ACEFA

BEFA

Measures won0–6EFA wins · of 6 · 5Y

$10,000 · 5Y$15,434EFA · CEFA $14,106

Lowest cost0.32%EFA · $32 on $10k

Most income3.18%EFA · $318 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common62.0%CEFA and EFA

CEFA

EFA

Global X - S&P Catholic Values Developed ex-U.S. ETF · $71MiShares MSCI EAFE ETF · $78.1B

+18.9%3 years · per year$16,825 · $17,423+20.3%

+7.1%5 years · per year$14,106 · $15,434+9.1%

0.35%Expense ratio$35 · $32 on $10k · lower wins0.32%

2.69%12-mo yield$269 · $318 on $10k3.18%

−11.5%Worst dropSmaller wins−11.4%

16.4%VolatilityLower wins16.1%

0–6EFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsCEFA · EFA

3.4%ASML.AS2.8%

1.7%SHEL.L1.4%

1.6%HSBA.L1.4%

1.3%SAP.DE1.1%

Held in common62.0%

End-of-day Nov 4, 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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$78.1B
2	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk		0.35%	2.69%	+2.0%	+10.4%	+13.2%	+18.9%	+7.1%	−11.5%	$71M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$78.1B
2	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk		0.35%	2.69%	+2.0%	+10.4%	+13.2%	+18.9%	+7.1%	−11.5%	$71M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CEFA vs EFA

CEFA

Global X - S&P Catholic Values Developed ex-U.S.

$14,106

EFA

iShares MSCI EAFE

$15,434

MeasureCEFAEFA

Fee0.35%0.32%

Cost on $10k a year$35$32

Yield2.69%3.18%

5 years, per year+7.1%+9.1%

3 years, per year+18.9%+20.3%

Worst drop · 1Y−11.5%−11.4%

Volatility · 1Y16.4%16.1%

6–0measures won
EFA first

62.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CEFA, EFA

Today

62.0%most shared, CEFA and EFA

CEFAEFA

CEFA—62.0%

EFA62.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$286most kept, EFA

EFA$318 − $32 = $286

CEFA$269 − $35 = $234

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee