Compare · 2 funds side by side · dividends reinvested

NZAC and IOO

NZACSPDR×IOOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,538IOO · best of the two

02 / 04

NZAC and IOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global 100 ETFInternational · Global0.40%0.81%+14.0%+14.6%+27.2%+15.5%−9.9%14.7%$9.0B1.4

State Street SPDR MSCI ACWI Climate Paris Aligned ETFInternational · Global0.12%2.03%+9.1%+9.5%+21.5%+9.1%−10.1%14.4%$191M1.6

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: NZAC 2014 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $191M$15,479

NZAC

IOO

iShares Global 100 ETF · $9.0B$20,538

$10,000 five years ago, dividends reinvested · they hold 37.2% in common

NZACMeasureIOO

+9.1%Year to dateJan 1 → Nov 4+14.0%

+9.5%1 yearTotal return+14.6%

+21.5%3 years · per year$10,000 became $17,947 · $20,582+27.2%

+9.1%5 years · per year$10,000 became $15,479 · $20,538+15.5%

0.12%Expense ratio$12 · $40 a year on $10k · lower is better0.40%

2.03%Trailing 12-mo yield$203 · $81 a year on $10k0.81%

−10.1%Worst dropSmaller is better−9.9%

14.4%VolatilityLower is calmer14.7%

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

3–5IOO wins

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

More Ways to See the Pairs

NZAC vs IOO: Top 5 Holdings

Today

NZAC

20.0%in top 5

IOO

in top 544.1%

NZACStockIOO

6.0%NVDA12.4%

5.4%AAPL12.0%

4.2%MSFT9.6%

2.5%AMZN6.1%

not top 5GOOGL4.1%

1.9%GOOGnot top 5

Held in common37.2%

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

NZAC vs IOO Returns, Every Period

SPDRNZAC

+9.1%

5 years, per year

IOOiShares

+15.5%

5 years, per year

NZACIOOFaded: behind in that period

0–4IOO wins

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

NZAC vs IOO

YTD

SPDRNZAC

+9.1%

IOOiShares

+14.0%

+9.1%Year to date+14.0%

−10.1%Worst drop · 1Y−9.9%

14.4%Volatility · 1Y14.7%

2.0%Yield0.8%

$191MAssets$9.0B

2–2level

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

Cost, Income and Risk

Fees: NZAC, IOO

Today

0.12%lowest, NZAC

FundExpense ratioFee$10k

NZAC0.12%$12

IOO0.40%$40

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

Yields: NZAC, IOO

2.03%highest, NZAC

FundTrailing yieldYield$10k

NZAC2.03%$203

IOO0.81%$81

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

Income After Fees on $10,000

$191most kept, NZAC

NZAC$203 − $12 = $191

IOO$81 − $40 = $41

KeptFee

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

Overlap: NZAC, IOO

Today

37.2%most shared, NZAC and IOO

NZACIOO

NZAC—37.2%

IOO37.2%—

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

Return vs Bumpiness: 2 ETFs

+14.6%IOO, at 14.7% volatility

NZACWorst drop−10.1%14.4% vol

IOOWorst drop−9.9%14.7% vol

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

Paid More vs Made More

YTD

NZACIOO

+9.1%Year to date+14.0%

2.0%Yield0.8%

+9.5%Past year+14.6%

0.12%Fee0.40%

2–2level

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