CEFA vs SPDW

ACEFA

BSPDW

Measures won1–4SPDW wins · of 6 · 5Y

$10,000 · 5Y$15,064SPDW · CEFA $13,672

Lowest cost0.03%SPDW · $3 on $10k

Most income3.13%SPDW · $313 on $10k

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

Held in common43.7%CEFA and SPDW

CEFA

SPDW

Global X - S&P Catholic Values Developed ex-U.S. ETF · $71MState Street SPDR Portfolio Developed World ex-US ETF · $40.8B

+17.7%3 years · per year$16,296 · $17,731+21.0%

+6.5%5 years · per year$13,672 · $15,064+8.5%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

2.76%12-mo yield$276 · $313 on $10k3.13%

−11.5%Worst dropSmaller wins−11.5%

16.6%VolatilityLower wins17.9%

1–4SPDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsCEFA · SPDW

3.2%ASML.AS1.8%

1.6%HSBA.L0.9%

1.6%SHEL.L0.9%

1.4%8306.T0.8%

Held in common43.7%

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$40.8B
2	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk		0.35%	2.76%	−2.7%	+7.4%	+11.2%	+17.7%	+6.5%	−11.5%	$71M

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$40.8B
2	ACEFA	Global X - S&P Catholic Values Developed ex-U.S. ETFRead Desk		0.35%	2.76%	−2.7%	+7.4%	+11.2%	+17.7%	+6.5%	−11.5%	$71M

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

CEFA vs SPDW

CEFA

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

$13,673

SPDW

SPDR Portfolio Developed World ex-US

$15,064

MeasureCEFASPDW

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield2.76%3.13%

5 years, per year+6.5%+8.5%

3 years, per year+17.7%+21.0%

Worst drop · 1Y−11.5%−11.5%

Volatility · 1Y16.6%17.9%

4–1measures won
SPDW first

43.7%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CEFA, SPDW

Today

43.7%most shared, CEFA and SPDW

CEFASPDW

CEFA—43.7%

SPDW43.7%—

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

Income After Fees on $10,000

$310most kept, SPDW

SPDW$313 − $3 = $310

CEFA$276 − $35 = $241

KeptFee

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