CEFA vs IEFA

ACEFA

BIEFA

Measures won0–5IEFA wins · of 6 · 5Y

$10,000 · 5Y$14,591IEFA · CEFA $13,699

Lowest cost0.07%IEFA · $7 on $10k

Most income3.47%IEFA · $347 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common53.4%CEFA and IEFA

CEFA

IEFA

Global X - S&P Catholic Values Developed ex-U.S. ETF · $70MiShares Core MSCI EAFE ETF · $187B

+17.0%3 years · per year$16,016 · $16,646+18.5%

+6.5%5 years · per year$13,699 · $14,591+7.8%

0.35%Expense ratio$35 · $7 on $10k · lower wins0.07%

2.78%12-mo yield$278 · $347 on $10k3.47%

−11.5%Worst dropSmaller wins−11.5%

16.6%VolatilityLower wins16.2%

0–5IEFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsCEFA · IEFA

3.0%ASML.AS2.2%

1.6%HSBA.L1.2%

1.6%SHEL.L1.2%

1.4%SAP.DE1.0%

Held in common53.4%

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

Both

5Y2 funds

#			Trend
1	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
2	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk		0.35%	2.78%	−0.6%	+6.7%	+9.8%	+17.0%	+6.5%	−11.5%	$70M

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

Both

5Y2 funds

#			Trend
1	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
2	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk		0.35%	2.78%	−0.6%	+6.7%	+9.8%	+17.0%	+6.5%	−11.5%	$70M

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

CEFA vs IEFA

CEFA

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

$13,699

IEFA

iShares Core MSCI EAFE

$14,591

MeasureCEFAIEFA

Fee0.35%0.07%

Cost on $10k a year$35$7

Yield2.78%3.47%

5 years, per year+6.5%+7.8%

3 years, per year+17.0%+18.5%

Worst drop · 1Y−11.5%−11.5%

Volatility · 1Y16.6%16.2%

5–0measures won
IEFA first

53.4%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CEFA, IEFA

Today

53.4%most shared, CEFA and IEFA

CEFAIEFA

CEFA—53.4%

IEFA53.4%—

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

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

CEFA$278 − $35 = $243

KeptFee

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