IEFA vs SPDW

AIEFA

BSPDW

Measures won2–3SPDW wins · of 6 · 5Y

$10,000 · 5Y$15,100SPDW · IEFA $14,591

Lowest cost0.03%SPDW · $3 on $10k

Most income3.47%IEFA · $347 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common76.5%IEFA and SPDW

IEFA

SPDW

iShares Core MSCI EAFE ETF · $187BState Street SPDR Portfolio Developed World ex-US ETF · $41.0B

+18.5%3 years · per year$16,646 · $17,462+20.4%

+7.8%5 years · per year$14,591 · $15,100+8.6%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

3.47%12-mo yield$347 · $314 on $10k3.14%

−11.5%Worst dropSmaller wins−11.5%

16.2%VolatilityLower wins17.9%

2–3SPDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEFA · SPDW

2.2%ASML.AS1.7%

1.3%ROP.SW1.0%

1.2%NOVN.SW0.9%

1.2%HSBA.L0.9%

Held in common76.5%

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.0B
2	AIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.0B
2	AIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B

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

IEFA vs SPDW

IEFA

iShares Core MSCI EAFE

$14,591

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureIEFASPDW

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield3.47%3.14%

5 years, per year+7.8%+8.6%

3 years, per year+18.5%+20.4%

Worst drop · 1Y−11.5%−11.5%

Volatility · 1Y16.2%17.9%

3–2measures won
SPDW first

76.5%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IEFA, SPDW

Today

76.5%most shared, IEFA and SPDW

IEFASPDW

IEFA—76.5%

SPDW76.5%—

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

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

SPDW$314 − $3 = $311

KeptFee

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