EFV vs SPDW

AEFV

BSPDW

Measures won5–1EFV wins · of 6 · 5Y

$10,000 · 5Y$18,955EFV · SPDW $15,100

Lowest cost0.03%SPDW · $3 on $10k

Most income9.28%EFV · $928 on $10k

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

Held in common40.7%EFV and SPDW

EFV

SPDW

iShares MSCI EAFE Value ETF · $30.7BState Street SPDR Portfolio Developed World ex-US ETF · $41.2B

+23.6%3 years · per year$18,892 · $17,462+20.4%

+13.6%5 years · per year$18,955 · $15,100+8.6%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

9.28%12-mo yield$928 · $314 on $10k3.14%

−10.9%Worst dropSmaller wins−11.5%

15.0%VolatilityLower wins17.9%

5–1EFV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFV · SPDW

2.0%ROP.SW1.0%

1.8%NOVN.SW0.9%

2.7%HSBA.L0.9%

2.6%SHEL.L0.9%

Held in common40.7%

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%	$30.7B
2	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

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%	$30.7B
2	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

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 SPDW

EFV

iShares MSCI EAFE Value

$18,955

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureEFVSPDW

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield9.28%3.14%

5 years, per year+13.6%+8.6%

3 years, per year+23.6%+20.4%

Worst drop · 1Y−10.9%−11.5%

Volatility · 1Y15.0%17.9%

5–1measures won
EFV first

40.7%

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, SPDW

Today

40.7%most shared, EFV and SPDW

EFVSPDW

EFV—40.7%

SPDW40.7%—

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

SPDW$314 − $3 = $311

KeptFee

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