DVAL vs EFA

ADVAL

BEFA

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · EFA $14,818

Lowest cost0.06%VT · $6 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and EFA

DVAL

EFA

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MiShares MSCI EAFE ETF · $75.5B

+15.6%3 years · per year$15,457 · $16,576+18.3%

[…]5 years · per year[…] · $14,818+8.2%

0.49%Expense ratio$49 · $32 on $10k · lower wins0.32%

5.15%12-mo yield$515 · $330 on $10k3.30%

−6.2%Worst dropSmaller wins−11.4%

10.4%VolatilityLower wins16.3%

3–2DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVAL · EFA

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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

All Three

5Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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

DVAL vs EFA

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

EFA

iShares MSCI EAFE

$14,818

MeasureDVALEFA

Fee0.49%0.32%

Cost on $10k a year$49$32

Yield5.15%3.30%

5 years, per year[…]+8.2%

3 years, per year+15.6%+18.3%

Worst drop · 1Y−6.2%−11.4%

Volatility · 1Y10.4%16.3%

3–2measures won
DVAL first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DVAL, EFA, VT

Today

17.5%most shared, EFA and VT

DVALEFAVT

DVAL—[…][…]

EFA[…]—17.5%

VT[…]17.5%—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

EFA$330 − $32 = $298

VT$159 − $6 = $153

KeptFee

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