EUFN vs IVLU

AEUFN

BIVLU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$24,150EUFN · IVLU $20,395

Lowest cost0.31%IVLU · $31 on $10k

Most income4.15%EUFN · $415 on $10k

Smallest drop−11.7%IVLU · worst fall in 1Y

Held in common19.2%EUFN and IVLU

EUFN

IVLU

iShares MSCI Europe Financials ETF · $2.9BiShares MSCI Intl Value Factor ETF · $4.5B

+36.0%3 years · per year$25,142 · $20,233+26.5%

+19.3%5 years · per year$24,150 · $20,395+15.3%

0.49%Expense ratio$49 · $31 on $10k · lower wins0.31%

4.15%12-mo yield$415 · $324 on $10k3.24%

−14.8%Worst dropSmaller wins−11.7%

21.5%VolatilityLower wins16.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEUFN · IVLU

8.7%HSBA.L1.9%

2.9%BNP.PA1.6%

4.9%SAN.MC1.5%

2.3%BARC.L1.1%

Held in common19.2%

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	AEUFN	iShares MSCI Europe Financials ETFRead Desk		0.49%	4.15%	+5.1%	+10.6%	+23.0%	+36.0%	+19.3%	−14.8%	$2.9B
2	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.24%	+3.1%	+15.8%	+24.8%	+26.5%	+15.3%	−11.7%	$4.5B

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	AEUFN	iShares MSCI Europe Financials ETFRead Desk		0.49%	4.15%	+5.1%	+10.6%	+23.0%	+36.0%	+19.3%	−14.8%	$2.9B
2	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.24%	+3.1%	+15.8%	+24.8%	+26.5%	+15.3%	−11.7%	$4.5B

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

EUFN vs IVLU

EUFN

iShares MSCI Europe Financials

$24,151

IVLU

iShares MSCI Intl Value Factor

$20,395

MeasureEUFNIVLU

Fee0.49%0.31%

Cost on $10k a year$49$31

Yield4.15%3.24%

5 years, per year+19.3%+15.3%

3 years, per year+36.0%+26.5%

Worst drop · 1Y−14.8%−11.7%

Volatility · 1Y21.5%16.1%

3–3measures won
level

19.2%

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: EUFN, IVLU

Today

19.2%most shared, EUFN and IVLU

EUFNIVLU

EUFN—19.2%

IVLU19.2%—

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

Income After Fees on $10,000

$366most kept, EUFN

EUFN$415 − $49 = $366

IVLU$324 − $31 = $293

KeptFee

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