IOO vs SFGV

AIOO

BSFGV

Measures won0–4SFGV wins · of 6 · 5Y

$10,000 · 5Y$20,538IOO

Lowest cost0.38%SFGV · $38 on $10k

Most income2.19%SFGV · $219 on $10k

Smallest drop−8.4%SFGV · worst fall in 1Y

Held in common10.0%IOO and SFGV

IOO

SFGV

iShares Global 100 ETF · $9.2BSequoia Global Value ETF · $1.2B

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

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

0.40%Expense ratio$40 · $38 on $10k · lower wins0.38%

0.81%12-mo yield$81 · $219 on $10k2.19%

−9.9%Worst dropSmaller wins−8.4%

14.7%VolatilityLower wins11.2%

0–4SFGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIOO · SFGV

12.0%AAPL1.3%

0.9%MRK1.1%

0.9%PG0.8%

1.8%XOM0.6%

Held in common10.0%

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.81%	+2.4%	+14.0%	+14.6%	+27.2%	+15.5%	−9.9%	$9.2B
2	BSFGV	Sequoia Global Value ETFRead Desk		0.38%	2.19%	+2.3%	+17.7%	+21.4%	new	new	−8.4%	$1.2B

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.81%	+2.4%	+14.0%	+14.6%	+27.2%	+15.5%	−9.9%	$9.2B
2	BSFGV	Sequoia Global Value ETFRead Desk		0.38%	2.19%	+2.3%	+17.7%	+21.4%	new	new	−8.4%	$1.2B

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

IOO vs SFGV

IOO

iShares Global 100

$20,538

SFGV

Sequoia Global Value

[…]

MeasureIOOSFGV

Fee0.40%0.38%

Cost on $10k a year$40$38

Yield0.81%2.19%

5 years, per year+15.5%[…]

3 years, per year+27.2%[…]

Worst drop · 1Y−9.9%−8.4%

Volatility · 1Y14.7%11.2%

4–0measures won
SFGV first

10.0%

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: IOO, SFGV

Today

10.0%most shared, IOO and SFGV

IOOSFGV

IOO—10.0%

SFGV10.0%—

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

Income After Fees on $10,000

$181most kept, SFGV

SFGV$219 − $38 = $181

IOO$81 − $40 = $41

KeptFee

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