Compare · 2 funds side by side · dividends reinvested

WCMG and IOO

WCMGFirst Trust×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 / 03

WCMG 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%$9.2B1.0

First Trust WCM Global Equity ETFInternational · Global0.85%0.00%[…][…][…][…][…][…]$3M2.0

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: WCMG 2026 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust WCM Global Equity ETF · $3M[…]

WCMG

IOO

iShares Global 100 ETF · $9.2B$20,538

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

WCMGMeasureIOO

[…]Year to dateJan 1 → Nov 4+14.0%

[…]1 yearTotal return+14.6%

[…]3 years · per year$10,000 became […] · $20,582+27.2%

[…]5 years · per year$10,000 became […] · $20,538+15.5%

0.85%Expense ratio$85 · $40 a year on $10k · lower is better0.40%

0.00%Trailing 12-mo yield$0 · $81 a year on $10k0.81%

[…]Worst dropSmaller is better−9.9%

[…]VolatilityLower is calmer14.7%

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

0–2IOO wins

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

More Ways to See the Pairs

WCMG vs IOO: Top 5 Holdings

Today

WCMG

18.0%in top 5

IOO

in top 544.1%

WCMGStockIOO

not top 5NVDA12.4%

not top 5AAPL12.0%

not top 5MSFT9.6%

not top 5AMZN6.1%

4.4%GOOGL4.1%

3.9%NBISnot top 5

3.7%CSU.TOnot top 5

3.1%BAB.Lnot top 5

3.0%TSMnot top 5

Held in common7.9%

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

WCMG vs IOO Returns, Every Period

First TrustWCMG

[…]

past year

IOOiShares

+14.6%

past year

Returns […]

WCMGIOOFaded: behind in that period

0–0Level

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

WCMG vs IOO

YTD

First TrustWCMG

[…]

IOOiShares

+14.0%

[…]Year to date+14.0%

[…]Worst drop · 1Y−9.9%

[…]Volatility · 1Y14.7%

0.0%Yield0.8%

$3.0MAssets$9.2B

1–0IOO wins

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

Cost, Income and Risk

Fees: WCMG, IOO

Today

0.40%lowest, IOO

FundExpense ratioFee$10k

IOO0.40%$40

WCMG0.85%$85

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

Yields: WCMG, IOO

0.81%highest, IOO

FundTrailing yieldYield$10k

IOO0.81%$81

WCMG0.00%$0

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

Income After Fees on $10,000

$41most kept, IOO

IOO$81 − $40 = $41

WCMG$0 − $85 = −$85

KeptFee

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

Overlap: WCMG, IOO

Today

7.9%most shared, WCMG and IOO

WCMGIOO

WCMG—7.9%

IOO7.9%—

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

IOOWorst drop−9.9%14.7% vol

WCMGWorst drop[…][…]

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

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026