FPAA vs IOO

AFPAA

BIOO

Measures won0–2IOO wins · of 6 · 5Y

$10,000 · 5Y$20,538IOO

Lowest cost0.40%IOO · $40 on $10k

Most income0.81%IOO · $81 on $10k

Smallest drop−9.9%IOO · worst fall in 1Y

Held in common0.0%FPAA and IOO

FPAA

IOO

Investment Managers Series Trust III - FPA Global Allocation ETF · $32MiShares Global 100 ETF · $9.2B

[…]3 years · per year[…] · $20,582+27.2%

[…]5 years · per year[…] · $20,538+15.5%

1.33%Expense ratio$133 · $40 on $10k · lower wins0.40%

0.50%12-mo yield$50 · $81 on $10k0.81%

[…]Worst dropSmaller wins−9.9%

[…]VolatilityLower wins14.7%

0–2IOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPAA · IOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	BIOO	iShares Global 100 ETFRead Desk		0.40%	0.81%	+2.4%	+14.0%	+14.6%	+27.2%	+15.5%	−9.9%	$9.2B
2	AFPAA	Investment Managers Series Trust III - FPA Global Allocation ETFRead Desk		1.33%	0.50%	+1.6%	new	new	new	new	[…]	$32M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIOO	iShares Global 100 ETFRead Desk		0.40%	0.81%	+2.4%	+14.0%	+14.6%	+27.2%	+15.5%	−9.9%	$9.2B
2	AFPAA	Investment Managers Series Trust III - FPA Global Allocation ETFRead Desk		1.33%	0.50%	+1.6%	new	new	new	new	[…]	$32M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPAA vs IOO

FPAA

Investment Managers Series Trust III - FPA Global Allocation

[…]

IOO

iShares Global 100

$20,538

MeasureFPAAIOO

Fee1.33%0.40%

Cost on $10k a year$133$40

Yield0.50%0.81%

5 years, per year[…]+15.5%

3 years, per year[…]+27.2%

Worst drop · 1Y[…]−9.9%

Volatility · 1Y[…]14.7%

2–0measures won
IOO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPAA, IOO

Today

0.0%most shared, FPAA and IOO

FPAAIOO

FPAA—0.0%

IOO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$41most kept, IOO

IOO$81 − $40 = $41

FPAA$50 − $133 = −$83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee