IOO vs EFA

AIOO

BEFA

Measures won4–2IOO wins · of 6 · 5Y

$10,000 · 5Y$19,581IOO · EFA $14,818

Lowest cost0.32%EFA · $32 on $10k

Most income3.30%EFA · $330 on $10k

Smallest drop−9.9%IOO · worst fall in 1Y

Held in common17.2%IOO and EFA

IOO

EFA

iShares Global 100 ETF · $8.9BiShares MSCI EAFE ETF · $76.1B

+25.0%3 years · per year$19,534 · $16,576+18.3%

+14.4%5 years · per year$19,581 · $14,818+8.2%

0.40%Expense ratio$40 · $32 on $10k · lower wins0.32%

0.84%12-mo yield$84 · $330 on $10k3.30%

−9.9%Worst dropSmaller wins−11.4%

15.2%VolatilityLower wins16.3%

4–2IOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIOO · EFA

1.4%ASML.AS2.5%

0.8%ROP.SW1.6%

0.8%NOVN.SW1.4%

0.8%HSBA.L1.4%

Held in common17.2%

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B

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

IOO vs EFA

IOO

iShares Global 100

$19,581

EFA

iShares MSCI EAFE

$14,818

MeasureIOOEFA

Fee0.40%0.32%

Cost on $10k a year$40$32

Yield0.84%3.30%

5 years, per year+14.4%+8.2%

3 years, per year+25.0%+18.3%

Worst drop · 1Y−9.9%−11.4%

Volatility · 1Y15.2%16.3%

4–2measures won
IOO first

17.2%

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: IOO, EFA

Today

17.2%most shared, IOO and EFA

IOOEFA

IOO—17.2%

EFA17.2%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

IOO$84 − $40 = $44

KeptFee

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