EFV vs EFA

AEFV

BEFA

Measures won6–0EFV wins · of 6 · 5Y

$10,000 · 5Y$19,078EFV · EFA $14,850

Lowest cost0.31%EFV · $31 on $10k

Most income9.15%EFV · $915 on $10k

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

Held in common56.6%EFV and EFA

EFV

EFA

iShares MSCI EAFE Value ETF · $30.7BiShares MSCI EAFE ETF · $76.1B

+24.6%3 years · per year$19,327 · $16,864+19.0%

+13.8%5 years · per year$19,078 · $14,850+8.2%

0.31%Expense ratio$31 · $32 on $10k · lower wins0.32%

9.15%12-mo yield$915 · $328 on $10k3.28%

−10.9%Worst dropSmaller wins−11.4%

14.9%VolatilityLower wins16.3%

6–0EFV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFV · EFA

2.0%ROP.SW1.6%

2.8%HSBA.L1.4%

1.8%NOVN.SW1.4%

2.7%SHEL.L1.4%

Held in common56.6%

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

Both

5Y2 funds

#			Trend
1	AEFV	iShares MSCI EAFE Value ETFRead Desk		0.31%	9.15%	−1.9%	+14.8%	+23.3%	+24.6%	+13.8%	−10.9%	$30.7B
2	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

Both

5Y2 funds

#			Trend
1	AEFV	iShares MSCI EAFE Value ETFRead Desk		0.31%	9.15%	−1.9%	+14.8%	+23.3%	+24.6%	+13.8%	−10.9%	$30.7B
2	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

EFV vs EFA

EFV

iShares MSCI EAFE Value

$19,078

EFA

iShares MSCI EAFE

$14,850

MeasureEFVEFA

Fee0.31%0.32%

Cost on $10k a year$31$32

Yield9.15%3.28%

5 years, per year+13.8%+8.2%

3 years, per year+24.6%+19.0%

Worst drop · 1Y−10.9%−11.4%

Volatility · 1Y14.9%16.3%

6–0measures won
EFV first

56.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EFV, EFA

Today

56.6%most shared, EFV and EFA

EFVEFA

EFV—56.6%

EFA56.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$884most kept, EFV

EFV$915 − $31 = $884

EFA$328 − $32 = $296

KeptFee

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