Compare · 2 funds side by side · dividends reinvested

WSGE and IOO

WSGEWarren×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

WSGE 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%$9.0B1.0

Warren Street Global Equity ETFInternational · Global0.80%0.24%+13.5%[…][…][…][…][…]$61M2.0

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: WSGE 2025 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

Warren Street Global Equity ETF · $61M[…]

WSGE

IOO

iShares Global 100 ETF · $9.0B$20,538

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

WSGEMeasureIOO

+13.5%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%

0.80%Expense ratio$80 · $40 a year on $10k · lower is better0.40%

0.24%Trailing 12-mo yield$24 · $81 a year on $10k0.81%

[…]Worst dropSmaller is better−9.9%

[…]VolatilityLower is calmer14.7%

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

0–3IOO wins

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

More Ways to See the Pairs

WSGE vs IOO: Top 5 Holdings

Today

WSGE

53.0%in top 5

IOO

in top 544.1%

WSGEStockIOO

19.8%GLOFnot top 5

not top 5NVDA12.4%

not top 5AAPL12.0%

10.4%JQUAnot top 5

not top 5MSFT9.6%

9.3%VOOnot top 5

7.9%ACWXnot top 5

not top 5AMZN6.1%

5.6%IVVnot top 5

not top 5GOOGL4.1%

Held in common1.5%

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

WSGE vs IOO Returns, Every Period

WarrenWSGE

[…]

past year

IOOiShares

+14.6%

past year

WSGEIOOFaded: behind in that period

0–1IOO wins

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

WSGE vs IOO

YTD

WarrenWSGE

+13.5%

IOOiShares

+14.0%

+13.5%Year to date+14.0%

[…]Worst drop · 1Y−9.9%

[…]Volatility · 1Y14.7%

0.2%Yield0.8%

$61.0MAssets$9.0B

2–0IOO wins

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

Cost, Income and Risk

Fees: WSGE, IOO

Today

0.40%lowest, IOO

FundExpense ratioFee$10k

IOO0.40%$40

WSGE0.80%$80

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

Yields: WSGE, IOO

0.81%highest, IOO

FundTrailing yieldYield$10k

IOO0.81%$81

WSGE0.24%$24

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

Income After Fees on $10,000

$41most kept, IOO

IOO$81 − $40 = $41

WSGE$24 − $80 = −$56

KeptFee

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

Overlap: WSGE, IOO

Today

1.5%most shared, WSGE and IOO

WSGEIOO

WSGE—1.5%

IOO1.5%—

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

WSGEWorst drop[…][…]

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

Paid More vs Made More

YTD

IOOWSGE

+14.0%Year to date+13.5%

0.8%Yield0.2%

+14.6%Past year[…]

0.40%Fee0.80%

3–0IOO wins

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