Compare AKRE, WCMI, WAGN and UMMA

AKRE, WCMI, WAGN and UMMA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Wahed Dow Jones Islamic World ETFInternational · Global0.65%0.78%+21.4%+24.2%+23.6%[…]−14.9%25.1%$302M1.4

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.56%+9.1%+10.8%[…][…]−12.5%20.5%$2.1B1.7

Akre Focus ETFUnsorted0.98%0.00%−5.7%−4.5%[…][…]−22.9%21.9%$5.0B3.0

Pabrai Wagons ETFUnsorted0.90%0.00%[…][…][…][…][…][…]$303M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AKRE 2009 · WCMI 2020 · WAGN 2023 · UMMA 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Akre Focus ETF · $5.0B[…]

AKRE

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

AKREMeasureWCMI

−5.7%Year to dateJan 1 → Nov 5+9.1%

−4.5%1 yearTotal return+10.8%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.98%Expense ratio$98 · $85 a year on $10k · lower is better0.85%

0.00%Trailing 12-mo yield$0 · $56 a year on $10k0.56%

−22.9%Worst dropSmaller is better−12.5%

21.9%VolatilityLower is calmer20.5%

AKREWCMI Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6WCMI wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AKRE vs WCMI: Top 5 Holdings

Today

AKRE

50.6%in top 5

WCMI

in top 522.3%

AKREStockWCMI

14.8%MAnot top 5

13.4%CSU.TO4.5%

8.0%ROPnot top 5

7.7%Vnot top 5

not top 52330.TW6.9%

6.7%MCOnot top 5

not top 5BAB.L3.9%

not top 5NBIS3.6%

not top 5TSCO.L3.3%

Held in common6.6%

End-of-day Nov 5, 2026 · share of each fund

AKRE vs WCMI Returns, Every Period

1Y

Akre FundAKRE

−4.5%

past year

WCMIFirst Trust

+10.8%

past year

AKREWCMIFaded: behind in that period

0–2WCMI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs International: AKRE vs UMMA

YTD

Akre FundAKRE

−5.7%

UMMAWahed

+21.4%

−5.7%Year to date+21.4%

−22.9%Worst drop · 1Y−14.9%

21.9%Volatility · 1Y25.1%

0.0%Yield0.8%

$5.0BAssets$302M

3–1UMMA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AKRE, WCMI, WAGN, UMMA

Today

0.65%lowest, UMMA

FundExpense ratioFee$10k

UMMA0.65%$65

WCMI0.85%$85

WAGN0.90%$90

AKRE0.98%$98

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AKRE, WCMI, WAGN, UMMA

1Y

0.78%highest, UMMA

FundTrailing yieldYield$10k

UMMA0.78%$78

WCMI0.56%$56

AKRE0.00%$0

WAGN0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$13most kept, UMMA

UMMA$78 − $65 = $13

WCMI$56 − $85 = −$29

WAGN$0 − $90 = −$90

AKRE$0 − $98 = −$98

KeptFee

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

Overlap: AKRE, WCMI, WAGN, UMMA

Today

8.7%most shared, WCMI and UMMA

AKREWCMIWAGNUMMA

AKRE—6.6%4.6%4.1%

WCMI6.6%—7.4%8.7%

WAGN4.6%7.4%—4.1%

UMMA4.1%8.7%4.1%—

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

Return vs Bumpiness: 4 ETFs

1Y

+24.2%UMMA, at 25.1% volatility

WCMIWorst drop−12.5%20.5% vol

AKREWorst drop−22.9%21.9% vol

UMMAWorst drop−14.9%25.1% vol

WAGNWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

UMMAWCMI

+21.4%Year to date+9.1%

0.8%Yield0.6%

+24.2%Past year+10.8%

0.65%Fee0.85%

4–0UMMA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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 5, 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 5, 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 5, 2026