AVOS vs URTH

AAVOS

BURTH

Measures won0–2URTH wins · of 6 · 5Y

$10,000 · 5Y$16,136URTH · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income2.50%VEA · $250 on $10k

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

Held in common28.9%AVOS and URTH

AVOS

URTH

Avos Global Equities ETF · $117MiShares MSCI World ETF · $9.4B

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

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

0.64%Expense ratio$64 · $24 on $10k · lower wins0.24%

0.00%12-mo yield$0 · $142 on $10k1.42%

[…]Worst dropSmaller wins−9.1%

[…]VolatilityLower wins13.7%

0–2URTH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVOS · URTH

2.7%AAPL5.6%

2.3%MSFT4.3%

1.9%GOOGL1.9%

1.5%AMZN2.8%

Held in common28.9%

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 Three

5Y3 funds

#
1	BURTH	iShares MSCI World ETFRead Desk	0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	AAVOS	Avos Global Equities ETFRead Desk	0.64%	0.00%	−2.4%	new	new	new	new	[…]	$117M

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

All Three

5Y3 funds

#
1	BURTH	iShares MSCI World ETFRead Desk	0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	AAVOS	Avos Global Equities ETFRead Desk	0.64%	0.00%	−2.4%	new	new	new	new	[…]	$117M

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

AVOS vs URTH

AVOS

Avos Global Equities

[…]

URTH

iShares MSCI World

$16,136

MeasureAVOSURTH

Fee0.64%0.24%

Cost on $10k a year$64$24

Yield0.00%1.42%

5 years, per year[…]+10.0%

3 years, per year[…]+21.3%

Worst drop · 1Y[…]−9.1%

Volatility · 1Y[…]13.7%

2–0measures won
URTH first

28.9%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

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

Overlap: AVOS, URTH, VEA

Today

28.9%most shared, AVOS and URTH

AVOSURTHVEA

AVOS—28.9%11.4%

URTH28.9%—26.0%

VEA11.4%26.0%—

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

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

URTH$142 − $24 = $118

AVOS$0 − $64 = −$64

KeptFee

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