HDMV vs EFA

AHDMV

BEFA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,818EFA · HDMV $14,459

Lowest cost0.32%EFA · $32 on $10k

Most income4.62%HDMV · $462 on $10k

Smallest drop−8.8%HDMV · worst fall in 1Y

Held in common16.4%HDMV and EFA

HDMV

EFA

First Trust Horizon Managed Volatility Developed International ETF · $15MiShares MSCI EAFE ETF · $76.1B

+17.3%3 years · per year$16,131 · $16,576+18.3%

+7.7%5 years · per year$14,459 · $14,818+8.2%

0.80%Expense ratio$80 · $32 on $10k · lower wins0.32%

4.62%12-mo yield$462 · $330 on $10k3.30%

−8.8%Worst dropSmaller wins−11.4%

12.4%VolatilityLower wins16.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHDMV · EFA

0.9%ALV.DE0.9%

1.7%IBE.MC0.7%

0.6%NOVN.SW1.4%

0.9%AI.PA0.6%

Held in common16.4%

End-of-day Nov 6, 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%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
2	AHDMV	First Trust Horizon Managed Volatility Developed International ETFRead Desk		0.80%	4.62%	−1.1%	+11.3%	+14.7%	+17.3%	+7.7%	−8.8%	$15M

End-of-day Nov 6, 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%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
2	AHDMV	First Trust Horizon Managed Volatility Developed International ETFRead Desk		0.80%	4.62%	−1.1%	+11.3%	+14.7%	+17.3%	+7.7%	−8.8%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDMV vs EFA

HDMV

First Trust Horizon Managed Volatility Developed International

$14,459

EFA

iShares MSCI EAFE

$14,818

MeasureHDMVEFA

Fee0.80%0.32%

Cost on $10k a year$80$32

Yield4.62%3.30%

5 years, per year+7.7%+8.2%

3 years, per year+17.3%+18.3%

Worst drop · 1Y−8.8%−11.4%

Volatility · 1Y12.4%16.3%

3–3measures won
level

16.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HDMV, EFA

Today

16.4%most shared, HDMV and EFA

HDMVEFA

HDMV—16.4%

EFA16.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$382most kept, HDMV

HDMV$462 − $80 = $382

EFA$330 − $32 = $298

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee