Compare · 2 funds side by side · dividends reinvested

EPU and IOO

EPUiShares×IOOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$34,154EPU · best of the two

02 / 04

EPU and IOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.06%+16.2%+35.8%+47.1%+27.8%−20.9%32.6%$497M1.4

iShares Global 100 ETFInternational · Global0.40%0.81%+14.0%+14.6%+27.2%+15.5%−9.9%14.7%$9.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: EPU 2009 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Peru and Global Exposure ETF · $497M$34,154

EPU

IOO

iShares Global 100 ETF · $9.0B$20,538

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

EPUMeasureIOO

+16.2%Year to dateJan 1 → Nov 4+14.0%

+35.8%1 yearTotal return+14.6%

+47.1%3 years · per year$10,000 became $31,815 · $20,582+27.2%

+27.8%5 years · per year$10,000 became $34,154 · $20,538+15.5%

0.59%Expense ratio$59 · $40 a year on $10k · lower is better0.40%

2.06%Trailing 12-mo yield$206 · $81 a year on $10k0.81%

−20.9%Worst dropSmaller is better−9.9%

32.6%VolatilityLower is calmer14.7%

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

5–3EPU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPU vs IOO: Top 5 Holdings

Today

EPU

57.4%in top 5

IOO

in top 544.1%

EPUStockIOO

24.1%BAPnot top 5

22.8%SCCOnot top 5

not top 5NVDA12.4%

not top 5AAPL12.0%

not top 5MSFT9.6%

not top 5AMZN6.1%

not top 5GOOGL4.1%

3.9%BVNnot top 5

3.5%HOC.Lnot top 5

3.0%ISA.CLnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

EPU vs IOO Returns, Every Period

iSharesEPU

+27.8%

5 years, per year

IOOiShares

+15.5%

5 years, per year

EPUIOOFaded: behind in that period

4–0EPU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EPU vs IOO

YTD

iSharesEPU

+16.2%

IOOiShares

+14.0%

+16.2%Year to date+14.0%

−20.9%Worst drop · 1Y−9.9%

32.6%Volatility · 1Y14.7%

2.1%Yield0.8%

$497MAssets$9.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPU, IOO

Today

0.40%lowest, IOO

FundExpense ratioFee$10k

IOO0.40%$40

EPU0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EPU, IOO

2.06%highest, EPU

FundTrailing yieldYield$10k

EPU2.06%$206

IOO0.81%$81

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, EPU

EPU$206 − $59 = $147

IOO$81 − $40 = $41

KeptFee

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

Overlap: EPU, IOO

Today

0.0%most shared, EPU and IOO

EPUIOO

EPU—0.0%

IOO0.0%—

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

Return vs Bumpiness: 2 ETFs

+35.8%EPU, at 32.6% volatility

IOOWorst drop−9.9%14.7% vol

EPUWorst drop−20.9%32.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EPUIOO

+16.2%Year to date+14.0%

2.1%Yield0.8%

+35.8%Past year+14.6%

0.59%Fee0.40%

3–1EPU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026