AKRE vs WCMI

AAKRE

BWCMI

Measures won0–4WCMI wins · of 6 · 5Y

$10,000 · 5Y$12,929IEMG · VWO $12,263

Lowest cost0.06%VWO · $6 on $10k

Most income2.54%IEMG · $254 on $10k

Smallest drop−11.5%VWO · worst fall in 1Y

Held in common6.7%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 · $59 on $10k0.59%

−22.9%Worst dropSmaller wins−12.5%

21.9%VolatilityLower wins20.8%

0–4WCMI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAKRE · WCMI

13.2%CSU.TO4.5%

6.7%BN2.2%

Held in common6.7%

End-of-day Nov 5, 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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.54%	−5.6%	+6.0%	+7.5%	+18.9%	+5.3%	−17.8%	$147.8B
2	VWO	Vanguard FTSE Emerging Markets ETFRead Desk	0.06%	2.24%	−3.6%	+1.2%	+2.1%	+15.9%	+4.2%	−11.5%	$125.4B
3	AAKRE	Akre Focus ETFRead Desk	0.98%	0.00%	−0.9%	−6.6%	−5.2%	new	new	−22.9%	$5.0B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

All Four

5Y4 funds

#
1	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.54%	−5.6%	+6.0%	+7.5%	+18.9%	+5.3%	−17.8%	$147.8B
2	VWO	Vanguard FTSE Emerging Markets ETFRead Desk	0.06%	2.24%	−3.6%	+1.2%	+2.1%	+15.9%	+4.2%	−11.5%	$125.4B
3	AAKRE	Akre Focus ETFRead Desk	0.98%	0.00%	−0.9%	−6.6%	−5.2%	new	new	−22.9%	$5.0B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

End-of-day Nov 5, 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%0.59%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−22.9%−12.5%

Volatility · 1Y21.9%20.8%

4–0measures won
WCMI first

6.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AKRE, WCMI, VWO, IEMG

Today

64.4%most shared, VWO and IEMG

AKREWCMIVWOIEMG

AKRE—6.7%0.0%0.0%

WCMI6.7%—7.1%10.2%

VWO0.0%7.1%—64.4%

IEMG0.0%10.2%64.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$245most kept, IEMG

IEMG$254 − $9 = $245

VWO$224 − $6 = $218

WCMI$59 − $85 = −$26

AKRE$0 − $98 = −$98

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee