DVAL vs EFA

ADVAL

BEFA

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$14,850EFA · VXUS $14,347

Lowest cost0.05%VXUS · $5 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 · $78.1B

+15.6%3 years · per year$15,457 · $16,864+19.0%

[…]5 years · per year[…] · $14,850+8.2%

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

5.15%12-mo yield$515 · $328 on $10k3.28%

−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 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	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
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 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	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
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 5, 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

$14,850

MeasureDVALEFA

Fee0.49%0.32%

Cost on $10k a year$49$32

Yield5.15%3.28%

5 years, per year[…]+8.2%

3 years, per year+15.6%+19.0%

Worst drop · 1Y−6.2%−11.4%

Volatility · 1Y10.4%16.3%

3–2measures won
DVAL first

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: DVAL, EFA, VXUS

Today

2.5%most shared, EFA and VXUS

DVALEFAVXUS

DVAL—[…][…]

EFA[…]—2.5%

VXUS[…]2.5%—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

EFA$328 − $32 = $296

VXUS$246 − $5 = $241

KeptFee

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