Compare · 3 funds side by side · dividends reinvested

EPU, STRN and CCSO

EPUiShares×STRNSmart×CCSOCarbon Collective×

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

02 / 04

EPU, STRN and CCSO, 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%$507M1.6

SMART Trend 25 ETFUnsorted0.59%0.17%+10.6%+11.3%[…][…]−15.6%27.7%$27M2.0

Carbon Collective Climate Solutions U.S. Equity ETFUS Stock Styles · Large cap0.35%0.63%−0.1%−3.0%+15.3%[…]−19.6%23.0%$44M2.0

Rank among the three1st → 3rdFee, 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 · STRN 2025 · CCSO 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Peru and Global Exposure ETF · $507M$34,154

EPU

STRN

SMART Trend 25 ETF · $27M[…]

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

EPUMeasureSTRN

+16.2%Year to dateJan 1 → Nov 4+10.6%

+35.8%1 yearTotal return+11.3%

+47.1%3 years · per year$10,000 became $31,815 · […][…]

+27.8%5 years · per year$10,000 became $34,154 · […][…]

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

2.06%Trailing 12-mo yield$206 · $17 a year on $10k0.17%

−20.9%Worst dropSmaller is better−15.6%

32.6%VolatilityLower is calmer27.7%

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

3–2EPU 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 STRN: Top 5 Holdings

Today

EPU

57.4%in top 5

STRN

in top 530.7%

EPUStockSTRN

24.1%BAPnot top 5

22.8%SCCO7.0%

not top 5COF7.1%

not top 5PLTR5.9%

not top 5APH5.6%

not top 5TXN5.0%

3.9%BVNnot top 5

3.5%HOC.Lnot top 5

3.0%ISA.CLnot top 5

Held in common7.0%

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

EPU vs STRN Returns, Every Period

iSharesEPU

+35.8%

past year

STRNSmart

+11.3%

past year

EPUSTRNFaded: behind in that period

2–0EPU wins

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

International vs Stocks: EPU vs CCSO

YTD

iSharesEPU

+16.2%

CCSOCarbon Collective

−0.1%

+16.2%Year to date−0.1%

−20.9%Worst drop · 1Y−19.6%

32.6%Volatility · 1Y23.0%

2.1%Yield0.6%

$507MAssets$44.3M

2–2level

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

Cost, Income and Risk

Fees: EPU, STRN, CCSO

Today

0.35%lowest, CCSO

FundExpense ratioFee$10k

CCSO0.35%$35

EPU0.59%$59

STRN0.59%$59

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

Yields: EPU, STRN, CCSO

2.06%highest, EPU

FundTrailing yieldYield$10k

EPU2.06%$206

CCSO0.63%$63

STRN0.17%$17

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

Income After Fees on $10,000

$147most kept, EPU

EPU$206 − $59 = $147

CCSO$63 − $35 = $28

STRN$17 − $59 = −$42

KeptFee

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

Overlap: EPU, STRN, CCSO

Today

9.8%most shared, STRN and CCSO

EPUSTRNCCSO

EPU—7.0%5.3%

STRN7.0%—9.8%

CCSO5.3%9.8%—

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

Return vs Bumpiness: 3 ETFs

+35.8%EPU, at 32.6% volatility

CCSOWorst drop−19.6%23.0% vol

STRNWorst drop−15.6%27.7% 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

EPUSTRN

+16.2%Year to date+10.6%

2.1%Yield0.2%

+35.8%Past year+11.3%

0.59%Fee0.59%

3–0EPU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026