Compare · 2 funds side by side · dividends reinvested

QWLD and IOO

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,135IOO · best of the two

02 / 04

QWLD and IOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR MSCI World StrategicFactors ETFInternational · Global0.30%1.76%+11.2%+14.1%+19.5%+9.9%−7.6%9.7%$178M1.4

iShares Global 100 ETFInternational · Global0.40%0.83%+11.3%+12.3%+26.8%+15.0%−9.9%14.5%$9.0B1.6

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: QWLD 2014 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI World StrategicFactors ETF · $178M$16,036

QWLD

IOO

iShares Global 100 ETF · $9.0B$20,135

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

QWLDMeasureIOO

+11.2%Year to dateJan 1 → Nov 3+11.3%

+14.1%1 yearTotal return+12.3%

+19.5%3 years · per year$10,000 became $17,046 · $20,410+26.8%

+9.9%5 years · per year$10,000 became $16,036 · $20,135+15.0%

0.30%Expense ratio$30 · $40 a year on $10k · lower is better0.40%

1.76%Trailing 12-mo yield$176 · $83 a year on $10k0.83%

−7.6%Worst dropSmaller is better−9.9%

9.7%VolatilityLower is calmer14.5%

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

5–3QWLD wins

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

More Ways to See the Pairs

QWLD vs IOO: Top 5 Holdings

Today

QWLD

11.6%in top 5

IOO

in top 544.0%

QWLDStockIOO

2.6%AAPL12.4%

2.3%NVDA12.2%

3.2%MSFT9.5%

not top 5AMZN5.8%

not top 5GOOGL4.0%

1.9%METAnot top 5

1.6%LLYnot top 5

Held in common30.4%

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

QWLD vs IOO Returns, Every Period

SPDRQWLD

+9.9%

5 years, per year

IOOiShares

+15.0%

5 years, per year

QWLDIOOFaded: behind in that period

1–3IOO wins

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

QWLD vs IOO

YTD

SPDRQWLD

+11.2%

IOOiShares

+11.3%

+11.2%Year to date+11.3%

−7.6%Worst drop · 1Y−9.9%

9.7%Volatility · 1Y14.5%

1.8%Yield0.8%

$178MAssets$9.0B

3–1QWLD wins

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

Cost, Income and Risk

Fees: QWLD, IOO

Today

0.30%lowest, QWLD

FundExpense ratioFee$10k

QWLD0.30%$30

IOO0.40%$40

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

Yields: QWLD, IOO

1.76%highest, QWLD

FundTrailing yieldYield$10k

QWLD1.76%$176

IOO0.83%$83

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

Income After Fees on $10,000

$146most kept, QWLD

QWLD$176 − $30 = $146

IOO$83 − $40 = $43

KeptFee

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

Overlap: QWLD, IOO

Today

30.4%most shared, QWLD and IOO

QWLDIOO

QWLD—30.4%

IOO30.4%—

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

Return vs Bumpiness: 2 ETFs

+14.1%QWLD, at 9.7% volatility

QWLDWorst drop−7.6%9.7% vol

IOOWorst drop−9.9%14.5% vol

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

Paid More vs Made More

YTD

QWLDIOO

+11.2%Year to date+11.3%

1.8%Yield0.8%

+14.1%Past year+12.3%

0.30%Fee0.40%

3–1QWLD 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