EVLU vs EEM

AEVLU

BEEM

Measures won4–0EVLU wins · of 6 · 5Y

$10,000 · 5Y$15,147VEA · EEM $12,642

Lowest cost0.03%VEA · $3 on $10k

Most income4.06%EVLU · $406 on $10k

Smallest drop−11.6%VEA · worst fall in 1Y

Held in common24.3%EVLU and EEM

EVLU

EEM

iShares MSCI Emerging Markets Value Factor ETF · $18MiShares MSCI Emerging Markets ETF · $27.0B

[…]3 years · per year[…] · $16,989+19.3%

[…]5 years · per year[…] · $12,642+4.8%

0.35%Expense ratio$35 · $72 on $10k · lower wins0.72%

4.06%12-mo yield$406 · $192 on $10k1.92%

−12.9%Worst dropSmaller wins−18.5%

21.4%VolatilityLower wins26.2%

4–0EVLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVLU · EEM

4.3%005930.KS6.8%

3.3%0939.HK1.0%

5.0%2317.TW0.8%

0.7%005935.KS0.9%

Held in common24.3%

End-of-day Nov 5, 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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
2	BEEM	iShares MSCI Emerging Markets ETFRead Desk	0.72%	1.92%	−5.8%	+6.7%	+8.3%	+19.3%	+4.8%	−18.5%	$27.0B
3	AEVLU	iShares MSCI Emerging Markets Value Factor ETFRead Desk	0.35%	4.06%	−3.8%	+19.9%	+22.6%	new	new	−12.9%	$18M

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

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
2	BEEM	iShares MSCI Emerging Markets ETFRead Desk	0.72%	1.92%	−5.8%	+6.7%	+8.3%	+19.3%	+4.8%	−18.5%	$27.0B
3	AEVLU	iShares MSCI Emerging Markets Value Factor ETFRead Desk	0.35%	4.06%	−3.8%	+19.9%	+22.6%	new	new	−12.9%	$18M

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

Cards for this view

EVLU vs EEM

EVLU

iShares MSCI Emerging Markets Value Factor

[…]

EEM

iShares MSCI Emerging Markets

$12,642

MeasureEVLUEEM

Fee0.35%0.72%

Cost on $10k a year$35$72

Yield4.06%1.92%

5 years, per year[…]+4.8%

3 years, per year[…]+19.3%

Worst drop · 1Y−12.9%−18.5%

Volatility · 1Y21.4%26.2%

4–0measures won
EVLU first

24.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EVLU, EEM, VEA

Today

24.3%most shared, EVLU and EEM

EVLUEEMVEA

EVLU—24.3%3.5%

EEM24.3%—8.9%

VEA3.5%8.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$371most kept, EVLU

EVLU$406 − $35 = $371

VEA$250 − $3 = $247

EEM$192 − $72 = $120

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee