EFA vs VT

AEFA

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · EFA $15,434

Lowest cost0.06%VT · $6 on $10k

Most income3.18%EFA · $318 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common17.5%EFA and VT

EFA

iShares MSCI EAFE ETF · $78.1BVanguard Total World Stock ETF · $81.8B

+20.3%3 years · per year$17,423 · $18,538+22.8%

+9.1%5 years · per year$15,434 · $16,384+10.4%

0.32%Expense ratio$32 · $6 on $10k · lower wins0.06%

3.18%12-mo yield$318 · $153 on $10k1.53%

−11.4%Worst dropSmaller wins−9.7%

16.1%VolatilityLower wins14.1%

1–5VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFA · VT

2.8%ASML.AS0.6%

1.4%HSBA.L0.3%

1.4%SHEL.L0.2%

1.4%NOVN.SW0.2%

Held in common17.5%

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 Three

5Y3 funds

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
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	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

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

All Three

5Y3 funds

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
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	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

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 VT

EFA

iShares MSCI EAFE

$15,434

Vanguard Total World Stock

$16,384

MeasureEFAVT

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield3.18%1.53%

5 years, per year+9.1%+10.4%

3 years, per year+20.3%+22.8%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y16.1%14.1%

5–1measures won
VT first

17.5%

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: VT, WCMI, EFA

Today

17.5%most shared, VT and EFA

VTWCMIEFA

VT—3.5%17.5%

WCMI3.5%—4.7%

EFA17.5%4.7%—

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

Income After Fees on $10,000

$286most kept, EFA

EFA$318 − $32 = $286

VT$153 − $6 = $147

WCMI$56 − $85 = −$29

KeptFee

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