ESGD vs EFA

AESGD

BEFA

Measures won2–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,434EFA · ESGD $15,219

Lowest cost0.20%ESGD · $20 on $10k

Most income3.26%ESGD · $326 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common70.1%ESGD and EFA

ESGD

EFA

iShares ESG Aware MSCI EAFE ETF · $11.7BiShares MSCI EAFE ETF · $76.3B

+20.1%3 years · per year$17,340 · $17,423+20.3%

+8.8%5 years · per year$15,219 · $15,434+9.1%

0.20%Expense ratio$20 · $32 on $10k · lower wins0.32%

3.26%12-mo yield$326 · $318 on $10k3.18%

−11.7%Worst dropSmaller wins−11.4%

16.2%VolatilityLower wins16.1%

2–4EFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGD · EFA

3.0%ASML.AS2.8%

1.6%NOVN.SW1.4%

1.3%HSBA.L1.4%

1.3%ROP.SW1.6%

Held in common70.1%

End-of-day Nov 4, 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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$76.3B
2	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk		0.20%	3.26%	+2.5%	+12.2%	+15.5%	+20.1%	+8.8%	−11.7%	$11.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$76.3B
2	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk		0.20%	3.26%	+2.5%	+12.2%	+15.5%	+20.1%	+8.8%	−11.7%	$11.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESGD vs EFA

ESGD

iShares ESG Aware MSCI EAFE

$15,219

EFA

iShares MSCI EAFE

$15,434

MeasureESGDEFA

Fee0.20%0.32%

Cost on $10k a year$20$32

Yield3.26%3.18%

5 years, per year+8.8%+9.1%

3 years, per year+20.1%+20.3%

Worst drop · 1Y−11.7%−11.4%

Volatility · 1Y16.2%16.1%

4–2measures won
EFA first

70.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ESGD, EFA

Today

70.1%most shared, ESGD and EFA

ESGDEFA

ESGD—70.1%

EFA70.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$306most kept, ESGD

ESGD$326 − $20 = $306

EFA$318 − $32 = $286

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee