EFZ vs SPY5YEFZEFZAvsBSPYSPYProShares - Short MSCI EAFE · $7MState Street SPDR S&P 500 ETF · $792BReturns · dividends in−11.4%3 years · per year$6,964 · $17,888+21.4%−5.1%5 years · per year$7,694 · $17,358+11.7%Cost and income1.70%Expense ratio$170 · $9 on $10k · lower wins0.09%3.71%12-mo yield$371 · $101 on $10k1.01%Risk · 1 yearEnd-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$791.9B2AEFZProShares - Short MSCI EAFEReadDesk1.70%3.71%+0.6%−7.2%−10.7%−11.4%−5.1%−16.9%$7MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$791.9B2AEFZProShares - Short MSCI EAFEReadDesk1.70%3.71%+0.6%−7.2%−10.7%−11.4%−5.1%−16.9%$7MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: EFZ, SPYToday0.0%most shared, EFZ and SPYEFZSPYEFZ—0.0%SPY0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: EFZ, SPYToday0.0%most shared, EFZ and SPYEFZSPYEFZ—0.0%SPY0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$201most kept, EFZEFZ$371 − $170 = $201SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee