EFG vs SPDW

AEFG

BSPDW

Measures won1–5SPDW wins · of 6 · 5Y

$10,000 · 5Y$15,100SPDW · EFG $11,374

Lowest cost0.03%SPDW · $3 on $10k

Most income7.21%EFG · $721 on $10k

Smallest drop−11.5%SPDW · worst fall in 1Y

Held in common39.2%EFG and SPDW

EFG

SPDW

iShares MSCI EAFE Growth ETF · $14.8BState Street SPDR Portfolio Developed World ex-US ETF · $41.2B

+13.0%3 years · per year$14,438 · $17,462+20.4%

+2.6%5 years · per year$11,374 · $15,100+8.6%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

7.21%12-mo yield$721 · $314 on $10k3.14%

−12.8%Worst dropSmaller wins−11.5%

19.3%VolatilityLower wins17.9%

1–5SPDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFG · SPDW

5.2%ASML.AS1.7%

1.1%ROP.SW1.0%

1.0%NOVN.SW0.9%

2.7%AZN.L0.9%

Held in common39.2%

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	AEFG	iShares MSCI EAFE Growth ETFRead Desk		0.34%	7.21%	−0.1%	+2.6%	+3.4%	+13.0%	+2.6%	−12.8%	$14.8B

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	AEFG	iShares MSCI EAFE Growth ETFRead Desk		0.34%	7.21%	−0.1%	+2.6%	+3.4%	+13.0%	+2.6%	−12.8%	$14.8B

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

EFG vs SPDW

EFG

iShares MSCI EAFE Growth

$11,374

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureEFGSPDW

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield7.21%3.14%

5 years, per year+2.6%+8.6%

3 years, per year+13.0%+20.4%

Worst drop · 1Y−12.8%−11.5%

Volatility · 1Y19.3%17.9%

5–1measures won
SPDW first

39.2%

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: EFG, SPDW

Today

39.2%most shared, EFG and SPDW

EFGSPDW

EFG—39.2%

SPDW39.2%—

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

Income After Fees on $10,000

$687most kept, EFG

EFG$721 − $34 = $687

SPDW$314 − $3 = $311

KeptFee

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