IOO vs VT

AIOO

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$20,538IOO · VT $16,384

Lowest cost0.06%VT · $6 on $10k

Most income1.53%VT · $153 on $10k

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

Held in common34.4%IOO and VT

IOO

iShares Global 100 ETF · $9.2BVanguard Total World Stock ETF · $81.8B

+27.2%3 years · per year$20,582 · $18,538+22.8%

+15.5%5 years · per year$20,538 · $16,384+10.4%

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

0.81%12-mo yield$81 · $153 on $10k1.53%

−9.9%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins14.1%

2–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIOO · VT

12.4%NVDA4.5%

12.0%AAPL4.1%

9.6%MSFT3.2%

6.1%AMZN2.0%

Held in common34.4%

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

All Three

5Y3 funds

#
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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

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

All Three

5Y3 funds

#
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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

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 VT

IOO

iShares Global 100

$20,538

Vanguard Total World Stock

$16,384

MeasureIOOVT

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.81%1.53%

5 years, per year+15.5%+10.4%

3 years, per year+27.2%+22.8%

Worst drop · 1Y−9.9%−9.7%

Volatility · 1Y14.7%14.1%

4–2measures won
VT first

34.4%

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, WCME, VT

Today

34.4%most shared, IOO and VT

IOOWCMEVT

IOO—2.6%34.4%

WCME2.6%—4.2%

VT34.4%4.2%—

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

Income After Fees on $10,000

$147most kept, VT

VT$153 − $6 = $147

IOO$81 − $40 = $41

WCME$37 − $95 = −$58

KeptFee

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