Compare · 2 funds side by side · dividends reinvested

NZAC and URTH

NZACSPDR×URTHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,581URTH · best of the two

02 / 04

NZAC and URTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI World ETFInternational · Global0.24%1.39%+10.7%+12.0%+23.0%+10.6%−9.1%13.0%$9.1B1.3

State Street SPDR MSCI ACWI Climate Paris Aligned ETFInternational · Global0.12%2.07%+6.9%+7.3%+21.1%+8.6%−10.1%14.3%$191M1.8

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: NZAC 2014 · URTH 2012

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $191M$15,078

NZAC

URTH

iShares MSCI World ETF · $9.1B$16,581

$10,000 five years ago, dividends reinvested · they hold 54.5% in common

NZACMeasureURTH

+6.9%Year to dateJan 1 → Nov 3+10.7%

+7.3%1 yearTotal return+12.0%

+21.1%3 years · per year$10,000 became $17,744 · $18,588+23.0%

+8.6%5 years · per year$10,000 became $15,078 · $16,581+10.6%

0.12%Expense ratio$12 · $24 a year on $10k · lower is better0.24%

2.07%Trailing 12-mo yield$207 · $139 a year on $10k1.39%

−10.1%Worst dropSmaller is better−9.1%

14.3%VolatilityLower is calmer13.0%

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

2–6URTH wins

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

More Ways to See the Pairs

NZAC vs URTH: Top 5 Holdings

Today

NZAC

20.2%in top 5

URTH

in top 519.4%

NZACStockURTH

6.1%NVDA5.2%

5.6%AAPL5.6%

4.2%MSFT4.1%

2.4%AMZN2.6%

1.9%GOOGnot top 5

not top 5GOOGL1.8%

Held in common54.5%

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

NZAC vs URTH Returns, Every Period

SPDRNZAC

+8.6%

5 years, per year

URTHiShares

+10.6%

5 years, per year

NZACURTHFaded: behind in that period

0–4URTH wins

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

NZAC vs URTH

YTD

SPDRNZAC

+6.9%

URTHiShares

+10.7%

+6.9%Year to date+10.7%

−10.1%Worst drop · 1Y−9.1%

14.3%Volatility · 1Y13.0%

2.1%Yield1.4%

$191MAssets$9.1B

3–1URTH wins

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

Cost, Income and Risk

Fees: NZAC, URTH

Today

0.12%lowest, NZAC

FundExpense ratioFee$10k

NZAC0.12%$12

URTH0.24%$24

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

Yields: NZAC, URTH

2.07%highest, NZAC

FundTrailing yieldYield$10k

NZAC2.07%$207

URTH1.39%$139

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

Income After Fees on $10,000

$195most kept, NZAC

NZAC$207 − $12 = $195

URTH$139 − $24 = $115

KeptFee

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

Overlap: NZAC, URTH

Today

54.5%most shared, NZAC and URTH

NZACURTH

NZAC—54.5%

URTH54.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.0%URTH, at 13.0% volatility

URTHWorst drop−9.1%13.0% vol

NZACWorst drop−10.1%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

NZACURTH

+6.9%Year to date+10.7%

2.1%Yield1.4%

+7.3%Past year+12.0%

0.12%Fee0.24%

2–2level

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