EPU vs CCSO

AEPU

BCCSO

Measures won3–2EPU wins · of 6 · 5Y

$10,000 · 5Y$32,871EPU

Lowest cost0.35%CCSO · $35 on $10k

Most income2.13%EPU · $213 on $10k

Smallest drop−20.9%EPU · worst fall in 1Y

Held in common5.4%EPU and CCSO

EPU

CCSO

iShares MSCI Peru and Global Exposure ETF · $507MCarbon Collective Climate Solutions U.S. Equity ETF · $44M

+46.1%3 years · per year$31,159 · $14,569+13.4%

+26.9%5 years · per year$32,871 · […][…]

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

2.13%12-mo yield$213 · $66 on $10k0.66%

−20.9%Worst dropSmaller wins−21.6%

32.6%VolatilityLower wins23.2%

3–2EPU wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPU · CCSO

22.8%SCCO5.4%

Held in common5.4%

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	AEPU	iShares MSCI Peru and Global Exposure ETFRead Desk		0.59%	2.13%	−3.1%	+12.6%	+35.6%	+46.1%	+26.9%	−20.9%	$507M
2	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk		0.35%	0.66%	−4.3%	−4.4%	−4.5%	+13.4%	new	−21.6%	$44M

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	AEPU	iShares MSCI Peru and Global Exposure ETFRead Desk		0.59%	2.13%	−3.1%	+12.6%	+35.6%	+46.1%	+26.9%	−20.9%	$507M
2	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk		0.35%	0.66%	−4.3%	−4.4%	−4.5%	+13.4%	new	−21.6%	$44M

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

EPU vs CCSO

EPU

iShares MSCI Peru and Global Exposure

$32,871

CCSO

Carbon Collective Climate Solutions U.S. Equity

[…]

MeasureEPUCCSO

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield2.13%0.66%

5 years, per year+26.9%[…]

3 years, per year+46.1%+13.4%

Worst drop · 1Y−20.9%−21.6%

Volatility · 1Y32.6%23.2%

3–2measures won
EPU first

5.4%

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%

$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: EPU, CCSO

Today

5.4%most shared, EPU and CCSO

EPUCCSO

EPU—5.4%

CCSO5.4%—

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

Income After Fees on $10,000

$154most kept, EPU

EPU$213 − $59 = $154

CCSO$66 − $35 = $31

KeptFee

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