EFA vs DVAL

AEFA

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$15,113EFA · IEMG $13,684

Lowest cost0.09%IEMG · $9 on $10k

Most income5.15%DVAL · $515 on $10k

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

Held in common[…]EFA and DVAL

EFA

DVAL

iShares MSCI EAFE ETF · $75.5BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+18.7%3 years · per year$16,727 · $15,457+15.6%

+8.6%5 years · per year$15,113 · […][…]

0.32%Expense ratio$32 · $49 on $10k · lower wins0.49%

3.21%12-mo yield$321 · $515 on $10k5.15%

−11.4%Worst dropSmaller wins−6.2%

16.5%VolatilityLower wins10.4%

2–3DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFA · DVAL

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

Held in common[…]

End-of-day Nov 9, 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	AEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.5%	+18.7%	+8.6%	−11.4%	$75.5B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.41%	+3.1%	+11.7%	+13.1%	+19.9%	+6.5%	−17.8%	$142.1B
3	BDVAL	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 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.5%	+18.7%	+8.6%	−11.4%	$75.5B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.41%	+3.1%	+11.7%	+13.1%	+19.9%	+6.5%	−17.8%	$142.1B
3	BDVAL	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 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EFA vs DVAL

EFA

iShares MSCI EAFE

$15,113

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureEFADVAL

Fee0.32%0.49%

Cost on $10k a year$32$49

Yield3.21%5.15%

5 years, per year+8.6%[…]

3 years, per year+18.7%+15.6%

Worst drop · 1Y−11.4%−6.2%

Volatility · 1Y16.5%10.4%

3–2measures won
DVAL first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.7%

+5.6%Year to date+11.7%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EFA, DVAL, IEMG

Today

0.0%most shared, EFA and IEMG

EFADVALIEMG

EFA—[…]0.0%

DVAL[…]—[…]

IEMG0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

EFA$321 − $32 = $289

IEMG$241 − $9 = $232

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee