ESGD vs EFA

AESGD

BEFA

Measures won2–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · EFA $15,117

Lowest cost0.06%VT · $6 on $10k

Most income3.28%ESGD · $328 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common69.8%ESGD and EFA

ESGD

EFA

iShares ESG Aware MSCI EAFE ETF · $11.6BiShares MSCI EAFE ETF · $75.5B

+18.5%3 years · per year$16,660 · $16,732+18.7%

+8.3%5 years · per year$14,884 · $15,117+8.6%

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

3.28%12-mo yield$328 · $321 on $10k3.21%

−11.7%Worst dropSmaller wins−11.4%

16.7%VolatilityLower wins16.6%

2–4EFA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGD · EFA

2.8%ASML.AS2.6%

1.7%NOVN.SW1.4%

1.4%HSBA.L1.4%

1.3%ROP.SW1.6%

Held in common69.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$75.5B
3	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.28%	+3.1%	+11.4%	+15.5%	+18.5%	+8.3%	−11.7%	$11.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$75.5B
3	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.28%	+3.1%	+11.4%	+15.5%	+18.5%	+8.3%	−11.7%	$11.6B

End-of-day Nov 9, 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

$14,884

EFA

iShares MSCI EAFE

$15,117

MeasureESGDEFA

Fee0.20%0.32%

Cost on $10k a year$20$32

Yield3.28%3.21%

5 years, per year+8.3%+8.6%

3 years, per year+18.5%+18.7%

Worst drop · 1Y−11.7%−11.4%

Volatility · 1Y16.7%16.6%

4–2measures won
EFA first

69.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ESGD, EFA, VT

Today

69.8%most shared, ESGD and EFA

ESGDEFAVT

ESGD—69.8%13.8%

EFA69.8%—17.5%

VT13.8%17.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$308most kept, ESGD

ESGD$328 − $20 = $308

EFA$321 − $32 = $289

VT$155 − $6 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee