EFV vs EFA

AEFV

BEFA

Measures won6–0EFV wins · of 6 · 5Y

$10,000 · 5Y$18,955EFV · EFA $14,818

Lowest cost0.31%EFV · $31 on $10k

Most income9.28%EFV · $928 on $10k

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

Held in common57.0%EFV and EFA

EFV

EFA

iShares MSCI EAFE Value ETF · $30.3BiShares MSCI EAFE ETF · $75.5B

+23.6%3 years · per year$18,892 · $16,576+18.3%

+13.6%5 years · per year$18,955 · $14,818+8.2%

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

9.28%12-mo yield$928 · $330 on $10k3.30%

−10.9%Worst dropSmaller wins−11.4%

15.0%VolatilityLower wins16.3%

6–0EFV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFV · EFA

2.0%ROP.SW1.6%

2.7%HSBA.L1.4%

1.8%NOVN.SW1.4%

2.6%SHEL.L1.4%

Held in common57.0%

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	AEFV	iShares MSCI EAFE Value ETFRead Desk		0.31%	9.28%	−1.4%	+13.2%	+20.7%	+23.6%	+13.6%	−10.9%	$30.3B
2	BEFA	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	AEFV	iShares MSCI EAFE Value ETFRead Desk		0.31%	9.28%	−1.4%	+13.2%	+20.7%	+23.6%	+13.6%	−10.9%	$30.3B
2	BEFA	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

EFV vs EFA

EFV

iShares MSCI EAFE Value

$18,955

EFA

iShares MSCI EAFE

$14,818

MeasureEFVEFA

Fee0.31%0.32%

Cost on $10k a year$31$32

Yield9.28%3.30%

5 years, per year+13.6%+8.2%

3 years, per year+23.6%+18.3%

Worst drop · 1Y−10.9%−11.4%

Volatility · 1Y15.0%16.3%

6–0measures won
EFV first

57.0%

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: EFV, EFA

Today

57.0%most shared, EFV and EFA

EFVEFA

EFV—57.0%

EFA57.0%—

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

Income After Fees on $10,000

$897most kept, EFV

EFV$928 − $31 = $897

EFA$330 − $32 = $298

KeptFee

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