IOO vs GUNR

AIOO

BGUNR

Measures won5–1IOO wins · of 6 · 5Y

$10,000 · 5Y$20,135IOO · GUNR $15,648

Lowest cost0.40%IOO · $40 on $10k

Most income2.35%GUNR · $235 on $10k

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

Held in common5.5%IOO and GUNR

IOO

GUNR

iShares Global 100 ETF · $9.0BNorthern Trust Morningstar Global Upstream Natural Resources ETF · $7.0B

+26.8%3 years · per year$20,410 · $14,770+13.9%

+15.0%5 years · per year$20,135 · $15,648+9.4%

0.40%Expense ratio$40 · $47 on $10k · lower wins0.47%

0.83%12-mo yield$83 · $235 on $10k2.35%

−9.9%Worst dropSmaller wins−11.7%

14.5%VolatilityLower wins16.7%

5–1IOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIOO · GUNR

1.9%XOM6.1%

1.1%CVX4.2%

0.8%SHEL.L4.6%

0.5%BHP.AX4.7%

Held in common5.5%

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.83%	+0.2%	+11.3%	+12.3%	+26.8%	+15.0%	−9.9%	$9.0B
2	BGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.35%	−1.3%	+16.2%	+23.5%	+13.9%	+9.4%	−11.7%	$7.0B

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.83%	+0.2%	+11.3%	+12.3%	+26.8%	+15.0%	−9.9%	$9.0B
2	BGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.35%	−1.3%	+16.2%	+23.5%	+13.9%	+9.4%	−11.7%	$7.0B

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

IOO vs GUNR

IOO

iShares Global 100

$20,135

GUNR

Northern Trust Morningstar Global Upstream Natural Resources

$15,648

MeasureIOOGUNR

Fee0.40%0.47%

Cost on $10k a year$40$47

Yield0.83%2.35%

5 years, per year+15.0%+9.4%

3 years, per year+26.8%+13.9%

Worst drop · 1Y−9.9%−11.7%

Volatility · 1Y14.5%16.7%

5–1measures won
IOO first

5.5%

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: IOO, GUNR

Today

5.5%most shared, IOO and GUNR

IOOGUNR

IOO—5.5%

GUNR5.5%—

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

Income After Fees on $10,000

$188most kept, GUNR

GUNR$235 − $47 = $188

IOO$83 − $40 = $43

KeptFee

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