AKRE vs WCMI

AAKRE

BWCMI

Measures won0–4WCMI wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · IEMG $13,713

Lowest cost0.06%VT · $6 on $10k

Most income2.40%IEMG · $240 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common6.6%AKRE and WCMI

AKRE

WCMI

Akre Focus ETF · $5.0BFirst Trust WCM International Equity ETF · $2.1B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.98%Expense ratio$98 · $85 on $10k · lower wins0.85%

0.00%12-mo yield$0 · $56 on $10k0.56%

−22.9%Worst dropSmaller wins−12.5%

21.9%VolatilityLower wins20.5%

0–4WCMI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAKRE · WCMI

13.4%CSU.TO4.5%

6.5%BN2.1%

Held in common6.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$146.2B
3	AAKRE	Akre Focus ETFRead Desk	0.98%	0.00%	+3.0%	−5.7%	−4.5%	new	new	−22.9%	$5.0B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$146.2B
3	AAKRE	Akre Focus ETFRead Desk	0.98%	0.00%	+3.0%	−5.7%	−4.5%	new	new	−22.9%	$5.0B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AKRE vs WCMI

AKRE

Akre Focus

[…]

WCMI

First Trust WCM International Equity

[…]

MeasureAKREWCMI

Fee0.98%0.85%

Cost on $10k a year$98$85

Yield0.00%0.56%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−22.9%−12.5%

Volatility · 1Y21.9%20.5%

4–0measures won
WCMI first

6.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+5.0%

IEMGiShares

+12.4%

+5.0%Year to date+12.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 4, 2026

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

Overlap: AKRE, WCMI, VT, IEMG

Today

10.4%most shared, WCMI and IEMG

AKREWCMIVTIEMG

AKRE—6.6%1.6%0.0%

WCMI6.6%—3.5%10.4%

VT1.6%3.5%—8.5%

IEMG0.0%10.4%8.5%—

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

Income After Fees on $10,000

$231most kept, IEMG

IEMG$240 − $9 = $231

VT$153 − $6 = $147

WCMI$56 − $85 = −$29

AKRE$0 − $98 = −$98

KeptFee

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