EFV vs SPY

AEFV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,955EFV · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income9.28%EFV · $928 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%EFV and SPY

EFV

SPY

iShares MSCI EAFE Value ETF · $30.3BState Street SPDR S&P 500 ETF · $819B

+23.6%3 years · per year$18,892 · $18,039+21.7%

+13.6%5 years · per year$18,955 · $17,118+11.3%

0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%

9.28%12-mo yield$928 · $103 on $10k1.03%

−10.9%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEFV · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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 SPY

EFV

iShares MSCI EAFE Value

$18,955

SPY

SPDR S&P 500

$17,118

MeasureEFVSPY

Fee0.31%0.09%

Cost on $10k a year$31$9

Yield9.28%1.03%

5 years, per year+13.6%+11.3%

3 years, per year+23.6%+21.7%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.0%13.6%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: EFV, SPY

Today

0.0%most shared, EFV and SPY

EFVSPY

EFV—0.0%

SPY0.0%—

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

SPY$103 − $9 = $94

KeptFee

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