DFE vs IEFA

ADFE

BIEFA

Measures won4–2DFE wins · of 6 · 5Y

$10,000 · 5Y$14,591IEFA · DFE $12,516

Lowest cost0.07%IEFA · $7 on $10k

Most income4.08%DFE · $408 on $10k

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

Held in common0.9%DFE and IEFA

DFE

IEFA

WisdomTree Europe SmallCap Dividend Fund · $161MiShares Core MSCI EAFE ETF · $189B

+18.7%3 years · per year$16,724 · $16,646+18.5%

+4.6%5 years · per year$12,516 · $14,591+7.8%

0.58%Expense ratio$58 · $7 on $10k · lower wins0.07%

4.08%12-mo yield$408 · $347 on $10k3.47%

−11.4%Worst dropSmaller wins−11.5%

15.4%VolatilityLower wins16.2%

4–2DFE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFE · IEFA

0.8%GRG.L0.0%

1.0%PNN.L0.0%

0.6%KLR.L0.0%

0.6%DLN.L0.0%

Held in common0.9%

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%	$188.8B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk		0.58%	4.08%	−1.2%	+6.1%	+13.8%	+18.7%	+4.6%	−11.4%	$161M

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%	$188.8B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk		0.58%	4.08%	−1.2%	+6.1%	+13.8%	+18.7%	+4.6%	−11.4%	$161M

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

DFE vs IEFA

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,516

IEFA

iShares Core MSCI EAFE

$14,591

MeasureDFEIEFA

Fee0.58%0.07%

Cost on $10k a year$58$7

Yield4.08%3.47%

5 years, per year+4.6%+7.8%

3 years, per year+18.7%+18.5%

Worst drop · 1Y−11.4%−11.5%

Volatility · 1Y15.4%16.2%

4–2measures won
DFE first

0.9%

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$189B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFE, IEFA

Today

0.9%most shared, DFE and IEFA

DFEIEFA

DFE—0.9%

IEFA0.9%—

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

Income After Fees on $10,000

$350most kept, DFE

DFE$408 − $58 = $350

IEFA$347 − $7 = $340

KeptFee

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