Compare · 2 funds side by side · dividends reinvested

WRND and IOO

WRNDNY Life Investments×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

WRND 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%$9.0B1.3

NYLI Global Equity R&D Leaders ETFInternational · Global0.18%0.97%+10.7%+8.7%+22.6%[…]−12.4%20.1%$10M1.7

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: WRND 2022 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Global Equity R&D Leaders ETF · $10M[…]

WRND

IOO

iShares Global 100 ETF · $9.0B$20,538

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

WRNDMeasureIOO

+10.7%Year to dateJan 1 → Nov 4+14.0%

+8.7%1 yearTotal return+14.6%

+22.6%3 years · per year$10,000 became $18,427 · $20,582+27.2%

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

0.18%Expense ratio$18 · $40 a year on $10k · lower is better0.40%

0.97%Trailing 12-mo yield$97 · $81 a year on $10k0.81%

−12.4%Worst dropSmaller is better−9.9%

20.1%VolatilityLower is calmer14.7%

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

2–5IOO wins

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

More Ways to See the Pairs

WRND vs IOO: Top 5 Holdings

Today

WRND

28.8%in top 5

IOO

in top 544.1%

WRNDStockIOO

7.3%NVDA12.4%

7.0%AAPL12.0%

4.6%MSFT9.6%

not top 5AMZN6.1%

5.5%GOOGL4.1%

4.4%2330.TWnot top 5

Held in common40.3%

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

WRND vs IOO Returns, Every Period

NY Life InvestmentsWRND

+8.7%

past year

IOOiShares

+14.6%

past year

WRNDIOOFaded: behind in that period

0–3IOO wins

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

WRND vs IOO

YTD

NY Life InvestmentsWRND

+10.7%

IOOiShares

+14.0%

+10.7%Year to date+14.0%

−12.4%Worst drop · 1Y−9.9%

20.1%Volatility · 1Y14.7%

1.0%Yield0.8%

$10.1MAssets$9.0B

3–1IOO wins

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

Cost, Income and Risk

Fees: WRND, IOO

Today

0.18%lowest, WRND

FundExpense ratioFee$10k

WRND0.18%$18

IOO0.40%$40

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

Yields: WRND, IOO

0.97%highest, WRND

FundTrailing yieldYield$10k

WRND0.97%$97

IOO0.81%$81

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

Income After Fees on $10,000

$79most kept, WRND

WRND$97 − $18 = $79

IOO$81 − $40 = $41

KeptFee

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

Overlap: WRND, IOO

Today

40.3%most shared, WRND and IOO

WRNDIOO

WRND—40.3%

IOO40.3%—

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

WRNDWorst drop−12.4%20.1% vol

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

Paid More vs Made More

YTD

WRNDIOO

+10.7%Year to date+14.0%

1.0%Yield0.8%

+8.7%Past year+14.6%

0.18%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