MFSI vs EFA

AMFSI

BEFA

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,818EFA · VXUS $14,489

Lowest cost0.05%VXUS · $5 on $10k

Most income3.30%EFA · $330 on $10k

Smallest drop−11.2%MFSI · worst fall in 1Y

Held in common21.2%MFSI and EFA

MFSI

EFA

MFS Active Exchange Traded Funds Trust - MFS Active International ETF · $1.3BiShares MSCI EAFE ETF · $75.5B

[…]3 years · per year[…] · $16,576+18.3%

[…]5 years · per year[…] · $14,818+8.2%

0.59%Expense ratio$59 · $32 on $10k · lower wins0.32%

0.78%12-mo yield$78 · $330 on $10k3.30%

−11.2%Worst dropSmaller wins−11.4%

15.7%VolatilityLower wins16.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSI · EFA

2.1%ROP.SW1.6%

2.1%NOVN.SW1.4%

1.5%SAP.DE1.1%

1.9%TTE.PA0.8%

Held in common21.2%

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

All Three

5Y3 funds

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	AMFSI	MFS Active Exchange Traded Funds Trust - MFS Active International ETFRead Desk	0.59%	0.78%	−0.1%	+6.3%	+10.1%	new	new	−11.2%	$1.3B

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

All Three

5Y3 funds

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	AMFSI	MFS Active Exchange Traded Funds Trust - MFS Active International ETFRead Desk	0.59%	0.78%	−0.1%	+6.3%	+10.1%	new	new	−11.2%	$1.3B

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

MFSI vs EFA

MFSI

MFS Active Exchange Traded Funds Trust - MFS Active International

[…]

EFA

iShares MSCI EAFE

$14,818

MeasureMFSIEFA

Fee0.59%0.32%

Cost on $10k a year$59$32

Yield0.78%3.30%

5 years, per year[…]+8.2%

3 years, per year[…]+18.3%

Worst drop · 1Y−11.2%−11.4%

Volatility · 1Y15.7%16.3%

2–2measures won
level

21.2%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MFSI, EFA, VXUS

Today

45.8%most shared, EFA and VXUS

MFSIEFAVXUS

MFSI—21.2%12.7%

EFA21.2%—45.8%

VXUS12.7%45.8%—

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

VXUS$245 − $5 = $240

MFSI$78 − $59 = $19

KeptFee

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