Compare · 2 funds side by side · dividends reinvested

EPU and STRN

EPUiShares×STRNSmart×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$33,200EPU · best of the two

02 / 04

EPU and STRN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.12%+13.0%+33.7%+45.6%+27.1%−20.9%32.5%$494M1.3

SMART Trend 25 ETFUnsorted0.59%0.18%+4.4%+7.5%[…][…]−20.3%28.2%$25M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: EPU 2009 · STRN 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Peru and Global Exposure ETF · $494M$33,200

EPU

STRN

SMART Trend 25 ETF · $25M[…]

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

EPUMeasureSTRN

+13.0%Year to dateJan 1 → Nov 6+4.4%

+33.7%1 yearTotal return+7.5%

+45.6%3 years · per year$10,000 became $30,879 · […][…]

+27.1%5 years · per year$10,000 became $33,200 · […][…]

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

2.12%Trailing 12-mo yield$212 · $18 a year on $10k0.18%

−20.9%Worst dropSmaller is better−20.3%

32.5%VolatilityLower is calmer28.2%

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

3–2EPU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPU vs STRN: Top 5 Holdings

Today

EPU

56.6%in top 5

STRN

in top 530.7%

EPUStockSTRN

23.9%BAPnot top 5

21.7%SCCO7.2%

not top 5COF7.6%

not top 5PLTR5.7%

not top 5APH5.1%

not top 5MS5.0%

4.1%BVNnot top 5

3.9%HOC.Lnot top 5

2.9%ISA.CLnot top 5

Held in common7.2%

End-of-day Nov 6, 2026 · share of each fund

EPU vs STRN Returns, Every Period

iSharesEPU

+33.7%

past year

STRNSmart

+7.5%

past year

EPUSTRNFaded: behind in that period

2–0EPU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Unsorted: EPU vs STRN

YTD

iSharesEPU

+13.0%

STRNSmart

+4.4%

+13.0%Year to date+4.4%

−20.9%Worst drop · 1Y−20.3%

32.5%Volatility · 1Y28.2%

2.1%Yield0.2%

$494MAssets$24.6M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPU, STRN

Today

0.59%lowest, EPU

FundExpense ratioFee$10k

EPU0.59%$59

STRN0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EPU, STRN

2.12%highest, EPU

FundTrailing yieldYield$10k

EPU2.12%$212

STRN0.18%$18

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$153most kept, EPU

EPU$212 − $59 = $153

STRN$18 − $59 = −$41

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EPU, STRN

Today

7.2%most shared, EPU and STRN

EPUSTRN

EPU—7.2%

STRN7.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.7%EPU, at 32.5% volatility

STRNWorst drop−20.3%28.2% vol

EPUWorst drop−20.9%32.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EPUSTRN

+13.0%Year to date+4.4%

2.1%Yield0.2%

+33.7%Past year+7.5%

0.59%Fee0.59%

3–0EPU wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026