WSML vs EFA

AWSML

BEFA

Measures won3–1WSML wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · EFA $15,117

Lowest cost0.06%VT · $6 on $10k

Most income3.21%EFA · $321 on $10k

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

Held in common0.0%WSML and EFA

WSML

EFA

iShares MSCI World Small-Cap ETF · $677MiShares MSCI EAFE ETF · $77.7B

[…]3 years · per year[…] · $16,732+18.7%

[…]5 years · per year[…] · $15,117+8.6%

0.30%Expense ratio$30 · $32 on $10k · lower wins0.32%

2.82%12-mo yield$282 · $321 on $10k3.21%

−10.7%Worst dropSmaller wins−11.4%

16.5%VolatilityLower wins16.6%

3–1WSML wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWSML · EFA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
3	AWSML	iShares MSCI World Small-Cap ETFRead Desk	0.30%	2.82%	+3.1%	+14.6%	+19.1%	new	new	−10.7%	$677M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
3	AWSML	iShares MSCI World Small-Cap ETFRead Desk	0.30%	2.82%	+3.1%	+14.6%	+19.1%	new	new	−10.7%	$677M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WSML vs EFA

WSML

iShares MSCI World Small-Cap

[…]

EFA

iShares MSCI EAFE

$15,117

MeasureWSMLEFA

Fee0.30%0.32%

Cost on $10k a year$30$32

Yield2.82%3.21%

5 years, per year[…]+8.6%

3 years, per year[…]+18.7%

Worst drop · 1Y−10.7%−11.4%

Volatility · 1Y16.5%16.6%

3–1measures won
WSML first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: WSML, EFA, VT

Today

17.5%most shared, EFA and VT

WSMLEFAVT

WSML—0.0%3.5%

EFA0.0%—17.5%

VT3.5%17.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

WSML$282 − $30 = $252

VT$155 − $6 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee