HFXI vs FNDF

AHFXI

BFNDF

Measures won2–4FNDF wins · of 6 · 5Y

$10,000 · 5Y$19,326FNDF · HFXI $17,458

Lowest cost0.19%HFXI · $19 on $10k

Most income3.15%HFXI · $315 on $10k

Smallest drop−10.6%FNDF · worst fall in 1Y

Held in common60.8%HFXI and FNDF

HFXI

FNDF

NYLI FTSE International Equity Currency Neutral ETF · $2.4BSchwab Fundamental International Large Company Index ETF · $25.9B

+21.9%3 years · per year$18,116 · $19,830+25.6%

+11.8%5 years · per year$17,458 · $19,326+14.1%

0.19%Expense ratio$19 · $25 on $10k · lower wins0.25%

3.15%12-mo yield$315 · $299 on $10k2.99%

−10.8%Worst dropSmaller wins−10.6%

17.1%VolatilityLower wins16.4%

2–4FNDF wins

$10,000 · 5 yearsOne scale

Shared top holdingsHFXI · FNDF

3.0%005930.KS2.6%

1.2%SHEL.L3.0%

1.4%ROP.SW1.0%

1.1%HSBA.L1.0%

Held in common60.8%

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	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	AHFXI	NYLI FTSE International Equity Currency Neutral ETFRead Desk		0.19%	3.15%	+1.8%	+15.4%	+19.3%	+21.9%	+11.8%	−10.8%	$2.4B

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	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	AHFXI	NYLI FTSE International Equity Currency Neutral ETFRead Desk		0.19%	3.15%	+1.8%	+15.4%	+19.3%	+21.9%	+11.8%	−10.8%	$2.4B

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

HFXI vs FNDF

HFXI

NYLI FTSE International Equity Currency Neutral

$17,458

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureHFXIFNDF

Fee0.19%0.25%

Cost on $10k a year$19$25

Yield3.15%2.99%

5 years, per year+11.8%+14.1%

3 years, per year+21.9%+25.6%

Worst drop · 1Y−10.8%−10.6%

Volatility · 1Y17.1%16.4%

4–2measures won
FNDF first

60.8%

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: HFXI, FNDF

Today

60.8%most shared, HFXI and FNDF

HFXIFNDF

HFXI—60.8%

FNDF60.8%—

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

Income After Fees on $10,000

$296most kept, HFXI

HFXI$315 − $19 = $296

FNDF$299 − $25 = $274

KeptFee

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