Compare · 2 funds side by side · dividends reinvested

WSGE and URTH

WSGEWarren×URTHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,957URTH · best of the two

02 / 03

WSGE and URTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI World ETFInternational · Global0.24%1.37%+12.6%+13.8%+23.2%+11.1%−9.1%13.2%$9.1B1.1

Warren Street Global Equity ETFInternational · Global0.80%0.24%+13.5%[…][…][…][…][…]$61M1.7

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: WSGE 2025 · URTH 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

WSGE

URTH

iShares MSCI World ETF · $9.1B$16,957

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

WSGEMeasureURTH

+13.5%Year to dateJan 1 → Nov 4+12.6%

[…]1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $18,683+23.2%

[…]5 years · per year$10,000 became […] · $16,957+11.1%

0.80%Expense ratio$80 · $24 a year on $10k · lower is better0.24%

0.24%Trailing 12-mo yield$24 · $137 a year on $10k1.37%

[…]Worst dropSmaller is better−9.1%

[…]VolatilityLower is calmer13.2%

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

1–2URTH 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 URTH: Top 5 Holdings

Today

WSGE

53.0%in top 5

URTH

in top 519.4%

WSGEStockURTH

19.8%GLOFnot top 5

10.4%JQUAnot top 5

9.3%VOOnot top 5

7.9%ACWXnot top 5

5.6%IVVnot top 5

not top 5AAPL5.4%

not top 5NVDA5.3%

not top 5MSFT4.1%

not top 5AMZN2.7%

not top 5GOOGL1.8%

Held in common3.0%

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

WSGE vs URTH Returns, Every Period

WarrenWSGE

[…]

past year

URTHiShares

+13.8%

past year

WSGEURTHFaded: behind in that period

1–0WSGE wins

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

WSGE vs URTH

YTD

WarrenWSGE

+13.5%

URTHiShares

+12.6%

+13.5%Year to date+12.6%

[…]Worst drop · 1Y−9.1%

[…]Volatility · 1Y13.2%

0.2%Yield1.4%

$61.0MAssets$9.1B

1–1level

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

Cost, Income and Risk

Fees: WSGE, URTH

Today

0.24%lowest, URTH

FundExpense ratioFee$10k

URTH0.24%$24

WSGE0.80%$80

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

Yields: WSGE, URTH

1.37%highest, URTH

FundTrailing yieldYield$10k

URTH1.37%$137

WSGE0.24%$24

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

Income After Fees on $10,000

$113most kept, URTH

URTH$137 − $24 = $113

WSGE$24 − $80 = −$56

KeptFee

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

Overlap: WSGE, URTH

Today

3.0%most shared, WSGE and URTH

WSGEURTH

WSGE—3.0%

URTH3.0%—

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

Return vs Bumpiness: 2 ETFs

+13.8%URTH, at 13.2% volatility

URTHWorst drop−9.1%13.2% vol

WSGEWorst drop[…][…]

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

Paid More vs Made More

YTD

URTHWSGE

+12.6%Year to date+13.5%

1.4%Yield0.2%

+13.8%Past year[…]

0.24%Fee0.80%

2–1URTH 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