Compare · 2 funds side by side · dividends reinvested

EPU and CGGO

EPUiShares×CGGOCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$32,640EPU · best of the two

02 / 04

EPU and CGGO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.13%+12.7%+30.4%+45.7%+26.7%−20.9%32.5%$497M1.4

Capital Group Global Growth Equity ETFInternational · Global0.47%1.06%+8.7%+9.2%+20.8%[…]−13.1%21.1%$11.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EPU 2009 · CGGO 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Peru and Global Exposure ETF · $497M$32,640

EPU

CGGO

Capital Group Global Growth Equity ETF · $11.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EPUMeasureCGGO

+12.7%Year to dateJan 1 → Nov 3+8.7%

+30.4%1 yearTotal return+9.2%

+45.7%3 years · per year$10,000 became $30,905 · $17,640+20.8%

+26.7%5 years · per year$10,000 became $32,640 · […][…]

0.59%Expense ratio$59 · $47 a year on $10k · lower is better0.47%

2.13%Trailing 12-mo yield$213 · $106 a year on $10k1.06%

−20.9%Worst dropSmaller is better−13.1%

32.5%VolatilityLower is calmer21.1%

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

4–3EPU wins

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

More Ways to See the Pairs

EPU vs CGGO: Top 5 Holdings

Today

EPU

57.3%in top 5

CGGO

in top 518.4%

EPUStockCGGO

24.0%BAPnot top 5

23.1%SCCOnot top 5

not top 5TSM5.7%

3.8%BVNnot top 5

3.5%HOC.Lnot top 5

not top 5AVGO3.4%

not top 5AMZN3.2%

not top 5GOOGL3.1%

not top 5MSFT3.0%

3.0%ISA.CLnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

EPU vs CGGO Returns, Every Period

iSharesEPU

+30.4%

past year

CGGOCapital Group

+9.2%

past year

EPUCGGOFaded: behind in that period

3–0EPU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EPU vs CGGO

YTD

iSharesEPU

+12.7%

CGGOCapital Group

+8.7%

+12.7%Year to date+8.7%

−20.9%Worst drop · 1Y−13.1%

32.5%Volatility · 1Y21.1%

2.1%Yield1.1%

$497MAssets$11.7B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPU, CGGO

Today

0.47%lowest, CGGO

FundExpense ratioFee$10k

CGGO0.47%$47

EPU0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EPU, CGGO

2.13%highest, EPU

FundTrailing yieldYield$10k

EPU2.13%$213

CGGO1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, EPU

EPU$213 − $59 = $154

CGGO$106 − $47 = $59

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EPU, CGGO

Today

0.0%most shared, EPU and CGGO

EPUCGGO

EPU—0.0%

CGGO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.4%EPU, at 32.5% volatility

CGGOWorst drop−13.1%21.1% vol

EPUWorst drop−20.9%32.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EPUCGGO

+12.7%Year to date+8.7%

2.1%Yield1.1%

+30.4%Past year+9.2%

0.59%Fee0.47%

3–1EPU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026