SPDW vs EFV

ASPDW

BEFV

Measures won1–5EFV wins · of 6 · 5Y

$10,000 · 5Y$19,078EFV · SPDW $15,064

Lowest cost0.03%SPDW · $3 on $10k

Most income9.15%EFV · $915 on $10k

Smallest drop−10.9%EFV · worst fall in 1Y

Held in common40.0%SPDW and EFV

SPDW

EFV

State Street SPDR Portfolio Developed World ex-US ETF · $41.2BiShares MSCI EAFE Value ETF · $30.7B

+21.0%3 years · per year$17,731 · $19,327+24.6%

+8.5%5 years · per year$15,064 · $19,078+13.8%

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

3.13%12-mo yield$313 · $915 on $10k9.15%

−11.5%Worst dropSmaller wins−10.9%

17.9%VolatilityLower wins14.9%

1–5EFV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPDW · EFV

1.0%ROP.SW2.0%

0.9%NOVN.SW1.8%

0.9%HSBA.L2.8%

0.9%SHEL.L2.7%

Held in common40.0%

End-of-day Nov 5, 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	BEFV	iShares MSCI EAFE Value ETFRead Desk		0.31%	9.15%	−1.9%	+14.8%	+23.3%	+24.6%	+13.8%	−10.9%	$30.7B
2	ASPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$41.2B

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

Both

5Y2 funds

#			Trend
1	BEFV	iShares MSCI EAFE Value ETFRead Desk		0.31%	9.15%	−1.9%	+14.8%	+23.3%	+24.6%	+13.8%	−10.9%	$30.7B
2	ASPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$41.2B

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

Cards for this view

SPDW vs EFV

SPDW

SPDR Portfolio Developed World ex-US

$15,064

EFV

iShares MSCI EAFE Value

$19,078

MeasureSPDWEFV

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield3.13%9.15%

5 years, per year+8.5%+13.8%

3 years, per year+21.0%+24.6%

Worst drop · 1Y−11.5%−10.9%

Volatility · 1Y17.9%14.9%

5–1measures won
EFV first

40.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SPDW, EFV

Today

40.0%most shared, SPDW and EFV

SPDWEFV

SPDW—40.0%

EFV40.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$884most kept, EFV

EFV$915 − $31 = $884

SPDW$313 − $3 = $310

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee