Compare · 2 funds side by side · dividends reinvested

ROE and EUSA

ROEAstoria×EUSAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,513EUSA · best of the two

02 / 04

ROE and EUSA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Equal Weighted ETFUS Stock Styles · Equal weight0.09%1.37%+14.8%+16.7%+20.0%+7.7%−7.8%11.9%$1.9B1.4

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.84%+22.8%+24.4%+25.9%[…]−8.7%15.0%$253M1.6

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: ROE 2023 · EUSA 2010

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $253M[…]

ROE

EUSA

iShares MSCI USA Equal Weighted ETF · $1.9B$14,513

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

ROEMeasureEUSA

+22.8%Year to dateJan 1 → Nov 4+14.8%

+24.4%1 yearTotal return+16.7%

+25.9%3 years · per year$10,000 became $19,954 · $17,269+20.0%

[…]5 years · per year$10,000 became […] · $14,513+7.7%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

0.84%Trailing 12-mo yield$84 · $137 a year on $10k1.37%

−8.7%Worst dropSmaller is better−7.8%

15.0%VolatilityLower is calmer11.9%

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

3–4EUSA wins

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

More Ways to See the Pairs

ROE vs EUSA: Top 5 Holdings

Today

ROE

6.6%in top 5

EUSA

in top 51.4%

ROEStockEUSA

1.4%PTC0.3%

1.4%GENnot top 5

1.3%HASnot top 5

1.3%LMTnot top 5

1.2%LLYnot top 5

not top 5KMB0.4%

not top 5ACN0.3%

not top 5OKTA0.3%

not top 5MSTR0.3%

Held in common15.8%

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

ROE vs EUSA Returns, Every Period

AstoriaROE

+24.4%

past year

EUSAiShares

+16.7%

past year

ROEEUSAFaded: behind in that period

3–0ROE wins

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

ROE vs EUSA

YTD

AstoriaROE

+22.8%

EUSAiShares

+14.8%

+22.8%Year to date+14.8%

−8.7%Worst drop · 1Y−7.8%

15.0%Volatility · 1Y11.9%

0.8%Yield1.4%

$253MAssets$1.9B

3–1EUSA wins

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

Cost, Income and Risk

Fees: ROE, EUSA

Today

0.09%lowest, EUSA

FundExpense ratioFee$10k

EUSA0.09%$9

ROE0.49%$49

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

Yields: ROE, EUSA

1.37%highest, EUSA

FundTrailing yieldYield$10k

EUSA1.37%$137

ROE0.84%$84

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

Income After Fees on $10,000

$128most kept, EUSA

EUSA$137 − $9 = $128

ROE$84 − $49 = $35

KeptFee

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

Overlap: ROE, EUSA

Today

15.8%most shared, ROE and EUSA

ROEEUSA

ROE—15.8%

EUSA15.8%—

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

Return vs Bumpiness: 2 ETFs

+24.4%ROE, at 15.0% volatility

EUSAWorst drop−7.8%11.9% vol

ROEWorst drop−8.7%15.0% vol

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

Paid More vs Made More

YTD

EUSAROE

+14.8%Year to date+22.8%

1.4%Yield0.8%

+16.7%Past year+24.4%

0.09%Fee0.49%

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