DWM vs EFA

ADWM

BEFA

Measures won4–2DWM wins · of 6 · 5Y

$10,000 · 5Y$16,205DWM · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income3.28%EFA · $328 on $10k

Smallest drop−10.9%DWM · worst fall in 1Y

Held in common61.0%DWM and EFA

DWM

EFA

WisdomTree International Equity Fund · $651MiShares MSCI EAFE ETF · $76.1B

+19.6%3 years · per year$17,101 · $16,864+19.0%

+10.1%5 years · per year$16,205 · $14,850+8.2%

0.48%Expense ratio$48 · $32 on $10k · lower wins0.32%

2.74%12-mo yield$274 · $328 on $10k3.28%

−10.9%Worst dropSmaller wins−11.4%

15.1%VolatilityLower wins16.3%

4–2DWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDWM · EFA

1.6%ROP.SW1.6%

1.5%SHEL.L1.4%

1.3%HSBA.L1.4%

1.2%NOVN.SW1.4%

Held in common61.0%

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	ADWM	WisdomTree International Equity FundRead Desk	0.48%	2.74%	−2.6%	+8.4%	+14.2%	+19.6%	+10.1%	−10.9%	$651M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

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	ADWM	WisdomTree International Equity FundRead Desk	0.48%	2.74%	−2.6%	+8.4%	+14.2%	+19.6%	+10.1%	−10.9%	$651M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

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

DWM vs EFA

DWM

WisdomTree International Equity Fund

$16,205

EFA

iShares MSCI EAFE

$14,850

MeasureDWMEFA

Fee0.48%0.32%

Cost on $10k a year$48$32

Yield2.74%3.28%

5 years, per year+10.1%+8.2%

3 years, per year+19.6%+19.0%

Worst drop · 1Y−10.9%−11.4%

Volatility · 1Y15.1%16.3%

4–2measures won
DWM first

61.0%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DWM, EFA, VEA

Today

63.4%most shared, EFA and VEA

DWMEFAVEA

DWM—61.0%50.3%

EFA61.0%—63.4%

VEA50.3%63.4%—

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

VEA$250 − $3 = $247

DWM$274 − $48 = $226

KeptFee

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