AQLT vs URTH

AAQLT

BURTH

Measures won1–3URTH wins · of 6 · 5Y

$10,000 · 5Y$16,136URTH

Lowest cost0.22%AQLT · $22 on $10k

Most income1.42%URTH · $142 on $10k

Smallest drop−9.1%URTH · worst fall in 1Y

Held in common43.4%AQLT and URTH

AQLT

URTH

iShares MSCI Global Quality Factor ETF · $328MiShares MSCI World ETF · $9.5B

[…]3 years · per year[…] · $17,838+21.3%

[…]5 years · per year[…] · $16,136+10.0%

0.22%Expense ratio$22 · $24 on $10k · lower wins0.24%

1.03%12-mo yield$103 · $142 on $10k1.42%

−10.7%Worst dropSmaller wins−9.1%

15.5%VolatilityLower wins13.7%

1–3URTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsAQLT · URTH

5.6%AAPL5.6%

4.4%NVDA5.1%

6.4%MSFT4.3%

2.0%GOOGL1.9%

Held in common43.4%

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

Both

5Y2 funds

#			Trend
1	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.5B
2	AAQLT	iShares MSCI Global Quality Factor ETFRead Desk		0.22%	1.03%	−5.1%	+8.0%	+11.3%	new	new	−10.7%	$328M

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

Both

5Y2 funds

#			Trend
1	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.5B
2	AAQLT	iShares MSCI Global Quality Factor ETFRead Desk		0.22%	1.03%	−5.1%	+8.0%	+11.3%	new	new	−10.7%	$328M

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

AQLT vs URTH

AQLT

iShares MSCI Global Quality Factor

[…]

URTH

iShares MSCI World

$16,136

MeasureAQLTURTH

Fee0.22%0.24%

Cost on $10k a year$22$24

Yield1.03%1.42%

5 years, per year[…]+10.0%

3 years, per year[…]+21.3%

Worst drop · 1Y−10.7%−9.1%

Volatility · 1Y15.5%13.7%

3–1measures won
URTH first

43.4%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AQLT, URTH

Today

43.4%most shared, AQLT and URTH

AQLTURTH

AQLT—43.4%

URTH43.4%—

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

Income After Fees on $10,000

$118most kept, URTH

URTH$142 − $24 = $118

AQLT$103 − $22 = $81

KeptFee

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