Compare · 2 funds side by side · dividends reinvested

EPU and URTH

EPUiShares×URTHiShares×

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 URTH, 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

iShares MSCI World ETFInternational · Global0.24%1.39%+10.7%+12.0%+23.0%+10.6%−9.1%13.0%$9.1B1.6

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 · URTH 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

EPU

URTH

iShares MSCI World ETF · $9.1B$16,581

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

EPUMeasureURTH

+12.7%Year to dateJan 1 → Nov 3+10.7%

+30.4%1 yearTotal return+12.0%

+45.7%3 years · per year$10,000 became $30,905 · $18,588+23.0%

+26.7%5 years · per year$10,000 became $32,640 · $16,581+10.6%

0.59%Expense ratio$59 · $24 a year on $10k · lower is better0.24%

2.13%Trailing 12-mo yield$213 · $139 a year on $10k1.39%

−20.9%Worst dropSmaller is better−9.1%

32.5%VolatilityLower is calmer13.0%

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

5–3EPU 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 URTH: Top 5 Holdings

Today

EPU

57.3%in top 5

URTH

in top 519.4%

EPUStockURTH

24.0%BAPnot top 5

23.1%SCCOnot top 5

not top 5AAPL5.6%

not top 5NVDA5.2%

not top 5MSFT4.1%

3.8%BVNnot top 5

3.5%HOC.Lnot top 5

3.0%ISA.CLnot top 5

not top 5AMZN2.6%

not top 5GOOGL1.8%

Held in common0.1%

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

EPU vs URTH Returns, Every Period

iSharesEPU

+26.7%

5 years, per year

URTHiShares

+10.6%

5 years, per year

EPUURTHFaded: behind in that period

4–0EPU wins

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

EPU vs URTH

YTD

iSharesEPU

+12.7%

URTHiShares

+10.7%

+12.7%Year to date+10.7%

−20.9%Worst drop · 1Y−9.1%

32.5%Volatility · 1Y13.0%

2.1%Yield1.4%

$497MAssets$9.1B

2–2level

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

Cost, Income and Risk

Fees: EPU, URTH

Today

0.24%lowest, URTH

FundExpense ratioFee$10k

URTH0.24%$24

EPU0.59%$59

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

Yields: EPU, URTH

2.13%highest, EPU

FundTrailing yieldYield$10k

EPU2.13%$213

URTH1.39%$139

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

Income After Fees on $10,000

$154most kept, EPU

EPU$213 − $59 = $154

URTH$139 − $24 = $115

KeptFee

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

Overlap: EPU, URTH

Today

0.1%most shared, EPU and URTH

EPUURTH

EPU—0.1%

URTH0.1%—

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

URTHWorst drop−9.1%13.0% 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

EPUURTH

+12.7%Year to date+10.7%

2.1%Yield1.4%

+30.4%Past year+12.0%

0.59%Fee0.24%

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