EVLU vs EMXC

AEVLU

BEMXC

Measures won3–1EVLU wins · of 6 · 5Y

$10,000 · 5Y$16,465EMXC

Lowest cost0.25%EMXC · $25 on $10k

Most income3.91%EVLU · $391 on $10k

Smallest drop−12.9%EVLU · worst fall in 1Y

Held in common21.1%EVLU and EMXC

EVLU

EMXC

iShares MSCI Emerging Markets Value Factor ETF · $19MiShares MSCI Emerging Markets ex China ETF · $25.6B

[…]3 years · per year[…] · $19,973+25.9%

[…]5 years · per year[…] · $16,465+10.5%

0.35%Expense ratio$35 · $25 on $10k · lower wins0.25%

3.91%12-mo yield$391 · $214 on $10k2.14%

−12.9%Worst dropSmaller wins−18.4%

21.2%VolatilityLower wins29.5%

3–1EVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVLU · EMXC

4.3%005930.KS8.6%

5.1%2317.TW1.0%

0.7%005935.KS1.2%

1.3%PETR4.SA0.5%

Held in common21.1%

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	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.14%	0.0%	+24.2%	+26.0%	+25.9%	+10.5%	−18.4%	$25.6B
2	AEVLU	iShares MSCI Emerging Markets Value Factor ETFRead Desk		0.35%	3.91%	+1.2%	+24.6%	+24.9%	new	new	−12.9%	$19M

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	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.14%	0.0%	+24.2%	+26.0%	+25.9%	+10.5%	−18.4%	$25.6B
2	AEVLU	iShares MSCI Emerging Markets Value Factor ETFRead Desk		0.35%	3.91%	+1.2%	+24.6%	+24.9%	new	new	−12.9%	$19M

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

EVLU vs EMXC

EVLU

iShares MSCI Emerging Markets Value Factor

[…]

EMXC

iShares MSCI Emerging Markets ex China

$16,465

MeasureEVLUEMXC

Fee0.35%0.25%

Cost on $10k a year$35$25

Yield3.91%2.14%

5 years, per year[…]+10.5%

3 years, per year[…]+25.9%

Worst drop · 1Y−12.9%−18.4%

Volatility · 1Y21.2%29.5%

3–1measures won
EVLU first

21.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EVLU, EMXC

Today

21.1%most shared, EVLU and EMXC

EVLUEMXC

EVLU—21.1%

EMXC21.1%—

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

Income After Fees on $10,000

$356most kept, EVLU

EVLU$391 − $35 = $356

EMXC$214 − $25 = $189

KeptFee

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