EFA vs SPDW

AEFA

BSPDW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,100SPDW · EFA $14,818

Lowest cost0.03%SPDW · $3 on $10k

Most income3.30%EFA · $330 on $10k

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

Held in common68.8%EFA and SPDW

EFA

SPDW

iShares MSCI EAFE ETF · $75.5BState Street SPDR Portfolio Developed World ex-US ETF · $41.2B

+18.3%3 years · per year$16,576 · $17,462+20.4%

+8.2%5 years · per year$14,818 · $15,100+8.6%

0.32%Expense ratio$32 · $3 on $10k · lower wins0.03%

3.30%12-mo yield$330 · $314 on $10k3.14%

−11.4%Worst dropSmaller wins−11.5%

16.3%VolatilityLower wins17.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEFA · SPDW

2.5%ASML.AS1.7%

1.6%ROP.SW1.0%

1.4%NOVN.SW0.9%

1.4%HSBA.L0.9%

Held in common68.8%

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

Both

5Y2 funds

#			Trend
1	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B
2	AEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B

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

Both

5Y2 funds

#			Trend
1	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B
2	AEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B

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

EFA vs SPDW

EFA

iShares MSCI EAFE

$14,818

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureEFASPDW

Fee0.32%0.03%

Cost on $10k a year$32$3

Yield3.30%3.14%

5 years, per year+8.2%+8.6%

3 years, per year+18.3%+20.4%

Worst drop · 1Y−11.4%−11.5%

Volatility · 1Y16.3%17.9%

3–3measures won
level

68.8%

holdings shared

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EFA, SPDW

Today

68.8%most shared, EFA and SPDW

EFASPDW

EFA—68.8%

SPDW68.8%—

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

Income After Fees on $10,000

$311most kept, SPDW

SPDW$314 − $3 = $311

EFA$330 − $32 = $298

KeptFee

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