EFA vs WCMG

AEFA

BWCMG

Measures won2–0EFA wins · of 6 · 5Y

$10,000 · 5Y$15,893VEA · EFA $15,434

Lowest cost0.03%VEA · $3 on $10k

Most income3.34%IEFA · $334 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common3.1%EFA and WCMG

EFA

WCMG

iShares MSCI EAFE ETF · $78.1BFirst Trust WCM Global Equity ETF · $3M

+20.3%3 years · per year$17,423 · […][…]

+9.1%5 years · per year$15,434 · […][…]

0.32%Expense ratio$32 · $85 on $10k · lower wins0.85%

3.18%12-mo yield$318 · $0 on $10k0.00%

−11.4%Worst dropSmaller wins[…]

16.1%VolatilityLower wins[…]

2–0EFA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEFA · WCMG

0.6%BATS.L2.2%

0.5%ENR.DE1.6%

0.4%285A.T1.8%

0.3%GLEN.L1.8%

Held in common3.1%

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

All Four

5Y4 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
2	AEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$78.1B
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
4	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	+1.6%	new	new	new	new	[…]	$3M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
2	AEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$78.1B
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
4	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	+1.6%	new	new	new	new	[…]	$3M

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

EFA vs WCMG

EFA

iShares MSCI EAFE

$15,434

WCMG

First Trust WCM Global Equity

[…]

MeasureEFAWCMG

Fee0.32%0.85%

Cost on $10k a year$32$85

Yield3.18%0.00%

5 years, per year+9.1%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−11.4%[…]

Volatility · 1Y16.1%[…]

2–0measures won
EFA first

3.1%

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: VEA, WCMG, EFA, IEFA

Today

85.2%most shared, EFA and IEFA

VEAWCMGEFAIEFA

VEA—4.0%63.3%71.5%

WCMG4.0%—3.1%2.8%

EFA63.3%3.1%—85.2%

IEFA71.5%2.8%85.2%—

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

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

EFA$318 − $32 = $286

VEA$241 − $3 = $238

WCMG$0 − $85 = −$85

KeptFee

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