CWI vs EFA

ACWI

BEFA

Measures won2–3EFA wins · of 6 · 5Y

$10,000 · 5Y$14,850EFA · CWI $14,819

Lowest cost0.05%VXUS · $5 on $10k

Most income3.28%EFA · $328 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common58.6%CWI and EFA

CWI

EFA

State Street SPDR MSCI ACWI ex-US ETF · $2.8BiShares MSCI EAFE ETF · $78.1B

+20.2%3 years · per year$17,366 · $16,864+19.0%

+8.2%5 years · per year$14,819 · $14,850+8.2%

0.30%Expense ratio$30 · $32 on $10k · lower wins0.32%

2.84%12-mo yield$284 · $328 on $10k3.28%

−11.5%Worst dropSmaller wins−11.4%

18.0%VolatilityLower wins16.3%

2–3EFA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCWI · EFA

1.7%ASML.AS2.7%

1.0%ROP.SW1.6%

0.9%HSBA.L1.4%

0.8%NOVN.SW1.4%

Held in common58.6%

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

All Three

5Y3 funds

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$78.1B
2	ACWI	State Street SPDR MSCI ACWI ex-US ETFRead Desk	0.30%	2.84%	−3.5%	+8.4%	+12.7%	+20.2%	+8.2%	−11.5%	$2.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

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

All Three

5Y3 funds

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$78.1B
2	ACWI	State Street SPDR MSCI ACWI ex-US ETFRead Desk	0.30%	2.84%	−3.5%	+8.4%	+12.7%	+20.2%	+8.2%	−11.5%	$2.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

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

CWI vs EFA

CWI

SPDR MSCI ACWI ex-US

$14,819

EFA

iShares MSCI EAFE

$14,850

MeasureCWIEFA

Fee0.30%0.32%

Cost on $10k a year$30$32

Yield2.84%3.28%

5 years, per year+8.2%+8.2%

3 years, per year+20.2%+19.0%

Worst drop · 1Y−11.5%−11.4%

Volatility · 1Y18.0%16.3%

3–2measures won
EFA first

58.6%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$58.4B

2–0IXUS wins

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: CWI, EFA, VXUS

Today

58.6%most shared, CWI and EFA

CWIEFAVXUS

CWI—58.6%2.6%

EFA58.6%—2.5%

VXUS2.6%2.5%—

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

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

CWI$284 − $30 = $254

VXUS$246 − $5 = $241

KeptFee

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