KLMT vs URTH

AKLMT

BURTH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,581URTH

Lowest cost0.10%KLMT · $10 on $10k

Most income1.83%KLMT · $183 on $10k

Smallest drop−9.1%URTH · worst fall in 1Y

Held in common73.2%KLMT and URTH

KLMT

URTH

Invesco MSCI Global Climate 500 ETF · $1.5BiShares MSCI World ETF · $9.1B

[…]3 years · per year[…] · $18,588+23.0%

[…]5 years · per year[…] · $16,581+10.6%

0.10%Expense ratio$10 · $24 on $10k · lower wins0.24%

1.83%12-mo yield$183 · $139 on $10k1.39%

−9.5%Worst dropSmaller wins−9.1%

13.9%VolatilityLower wins13.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsKLMT · URTH

5.0%AAPL5.6%

4.7%NVDA5.2%

3.6%MSFT4.1%

2.4%AMZN2.6%

Held in common73.2%

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.39%	+0.1%	+10.7%	+12.0%	+23.0%	+10.6%	−9.1%	$9.1B
2	AKLMT	Invesco MSCI Global Climate 500 ETFRead Desk		0.10%	1.83%	+0.1%	+11.7%	+12.2%	new	new	−9.5%	$1.5B

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.39%	+0.1%	+10.7%	+12.0%	+23.0%	+10.6%	−9.1%	$9.1B
2	AKLMT	Invesco MSCI Global Climate 500 ETFRead Desk		0.10%	1.83%	+0.1%	+11.7%	+12.2%	new	new	−9.5%	$1.5B

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

KLMT vs URTH

KLMT

Invesco MSCI Global Climate 500

[…]

URTH

iShares MSCI World

$16,581

MeasureKLMTURTH

Fee0.10%0.24%

Cost on $10k a year$10$24

Yield1.83%1.39%

5 years, per year[…]+10.6%

3 years, per year[…]+23.0%

Worst drop · 1Y−9.5%−9.1%

Volatility · 1Y13.9%13.0%

2–2measures won
level

73.2%

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: KLMT, URTH

Today

73.2%most shared, KLMT and URTH

KLMTURTH

KLMT—73.2%

URTH73.2%—

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

Income After Fees on $10,000

$173most kept, KLMT

KLMT$183 − $10 = $173

URTH$139 − $24 = $115

KeptFee

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