EPU vs STRN

AEPU

BSTRN

Measures won1–2STRN wins · of 6 · 5Y

$10,000 · 5Y$33,200EPU

Lowest cost0.59%EPU · $59 on $10k

Most income2.12%EPU · $212 on $10k

Smallest drop−20.3%STRN · worst fall in 1Y

Held in common7.2%EPU and STRN

EPU

STRN

iShares MSCI Peru and Global Exposure ETF · $494MSMART Trend 25 ETF · $25M

+45.6%3 years · per year$30,879 · […][…]

+27.1%5 years · per year$33,200 · […][…]

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

2.12%12-mo yield$212 · $18 on $10k0.18%

−20.9%Worst dropSmaller wins−20.3%

32.5%VolatilityLower wins28.2%

1–2STRN wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPU · STRN

21.7%SCCO7.2%

Held in common7.2%

End-of-day Nov 6, 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%	2.12%	+0.3%	+13.0%	+33.7%	+45.6%	+27.1%	−20.9%	$494M
2	BSTRN	SMART Trend 25 ETFRead Desk		0.59%	0.18%	−5.6%	+4.4%	+7.5%	new	new	−20.3%	$25M

End-of-day Nov 6, 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%	2.12%	+0.3%	+13.0%	+33.7%	+45.6%	+27.1%	−20.9%	$494M
2	BSTRN	SMART Trend 25 ETFRead Desk		0.59%	0.18%	−5.6%	+4.4%	+7.5%	new	new	−20.3%	$25M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EPU vs STRN

EPU

iShares MSCI Peru and Global Exposure

$33,200

STRN

SMART Trend 25

[…]

MeasureEPUSTRN

Fee0.59%0.59%

Cost on $10k a year$59$59

Yield2.12%0.18%

5 years, per year+27.1%[…]

3 years, per year+45.6%[…]

Worst drop · 1Y−20.9%−20.3%

Volatility · 1Y32.5%28.2%

2–1measures won
STRN first

7.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EPU, STRN

Today

7.2%most shared, EPU and STRN

EPUSTRN

EPU—7.2%

STRN7.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, EPU

EPU$212 − $59 = $153

STRN$18 − $59 = −$41

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee