EFA vs ESGD

AEFA

BESGD

Measures won4–2EFA wins · of 6 · 5Y

$10,000 · 5Y$15,484VEA · EFA $14,989

Lowest cost0.03%VEA · $3 on $10k

Most income3.34%ESGD · $334 on $10k

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

Held in common70.3%EFA and ESGD

EFA

ESGD

iShares MSCI EAFE ETF · $76.3BiShares ESG Aware MSCI EAFE ETF · $11.7B

+19.8%3 years · per year$17,203 · $17,113+19.6%

+8.4%5 years · per year$14,989 · $14,786+8.1%

0.32%Expense ratio$32 · $20 on $10k · lower wins0.20%

3.26%12-mo yield$326 · $334 on $10k3.34%

−11.4%Worst dropSmaller wins−11.7%

15.9%VolatilityLower wins16.0%

4–2EFA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFA · ESGD

2.9%ASML.AS3.0%

1.4%NOVN.SW1.6%

1.4%HSBA.L1.4%

1.6%ROP.SW1.3%

Held in common70.3%

End-of-day Nov 3, 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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.3%	+12.1%	+16.8%	+22.2%	+9.1%	−11.6%	$231.6B
2	AEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.26%	−0.6%	+9.0%	+12.8%	+19.8%	+8.4%	−11.4%	$76.3B
3	BESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.34%	−0.5%	+9.4%	+12.6%	+19.6%	+8.1%	−11.7%	$11.7B

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

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.3%	+12.1%	+16.8%	+22.2%	+9.1%	−11.6%	$231.6B
2	AEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.26%	−0.6%	+9.0%	+12.8%	+19.8%	+8.4%	−11.4%	$76.3B
3	BESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.34%	−0.5%	+9.4%	+12.6%	+19.6%	+8.1%	−11.7%	$11.7B

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

Cards for this view

EFA vs ESGD

EFA

iShares MSCI EAFE

$14,989

ESGD

iShares ESG Aware MSCI EAFE

$14,786

MeasureEFAESGD

Fee0.32%0.20%

Cost on $10k a year$32$20

Yield3.26%3.34%

5 years, per year+8.4%+8.1%

3 years, per year+19.8%+19.6%

Worst drop · 1Y−11.4%−11.7%

Volatility · 1Y15.9%16.0%

4–1measures won
EFA first

70.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.1%

IEFAiShares

+9.2%

+12.1%Year to date+9.2%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: EFA, ESGD, VEA

Today

70.3%most shared, EFA and ESGD

EFAESGDVEA

EFA—70.3%63.5%

ESGD70.3%—48.8%

VEA63.5%48.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$314most kept, ESGD

ESGD$334 − $20 = $314

EFA$326 − $32 = $294

VEA$246 − $3 = $243

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee