GNR vs VT

AGNR

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$16,075GNR · VT $16,014

Lowest cost0.06%VT · $6 on $10k

Most income2.47%GNR · $247 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common3.0%GNR and VT

GNR

State Street SPDR S&P Global Natural Resources ETF · $5.4BVanguard Total World Stock ETF · $81.8B

+15.2%3 years · per year$15,299 · $18,441+22.6%

+10.0%5 years · per year$16,075 · $16,014+9.9%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

2.47%12-mo yield$247 · $156 on $10k1.56%

−11.0%Worst dropSmaller wins−9.7%

17.6%VolatilityLower wins14.0%

2–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsGNR · VT

5.3%XOM0.6%

3.0%CVX0.3%

4.4%BHP.AX0.2%

1.3%COP0.1%

Held in common3.0%

End-of-day Nov 3, 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	AGNR	State Street SPDR S&P Global Natural Resources ETFRead Desk		0.40%	2.47%	−1.2%	+20.2%	+29.0%	+15.2%	+10.0%	−11.0%	$5.4B
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B

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

Both

5Y2 funds

#			Trend
1	AGNR	State Street SPDR S&P Global Natural Resources ETFRead Desk		0.40%	2.47%	−1.2%	+20.2%	+29.0%	+15.2%	+10.0%	−11.0%	$5.4B
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B

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

Cards for this view

GNR vs VT

GNR

SPDR S&P Global Natural Resources

$16,075

Vanguard Total World Stock

$16,014

MeasureGNRVT

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield2.47%1.56%

5 years, per year+10.0%+9.9%

3 years, per year+15.2%+22.6%

Worst drop · 1Y−11.0%−9.7%

Volatility · 1Y17.6%14.0%

4–2measures won
VT first

3.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GNR, VT

Today

3.0%most shared, GNR and VT

GNRVT

GNR—3.0%

VT3.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$207most kept, GNR

GNR$247 − $40 = $207

VT$156 − $6 = $150

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee