PEX vs VT

APEX

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · PEX $10,067

Lowest cost0.06%VT · $6 on $10k

Most income5.36%PEX · $536 on $10k

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

Held in common0.0%PEX and VT

PEX

ProShares Global Listed Private Equity ETF · $11MVanguard Total World Stock ETF · $81.8B

+9.5%3 years · per year$13,134 · $18,538+22.8%

+0.1%5 years · per year$10,067 · $16,384+10.4%

2.75%Expense ratio$275 · $6 on $10k · lower wins0.06%

5.36%12-mo yield$536 · $153 on $10k1.53%

−18.7%Worst dropSmaller wins−9.7%

16.8%VolatilityLower wins14.1%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEX · VT

3.6%RF0.0%

Held in common0.0%

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	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
2	APEX	ProShares Global Listed Private Equity ETFRead Desk		2.75%	5.36%	+2.7%	−2.0%	−2.8%	+9.5%	+0.1%	−18.7%	$11M

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	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
2	APEX	ProShares Global Listed Private Equity ETFRead Desk		2.75%	5.36%	+2.7%	−2.0%	−2.8%	+9.5%	+0.1%	−18.7%	$11M

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

PEX vs VT

PEX

ProShares Global Listed Private Equity

$10,067

Vanguard Total World Stock

$16,384

MeasurePEXVT

Fee2.75%0.06%

Cost on $10k a year$275$6

Yield5.36%1.53%

5 years, per year+0.1%+10.4%

3 years, per year+9.5%+22.8%

Worst drop · 1Y−18.7%−9.7%

Volatility · 1Y16.8%14.1%

5–1measures won
VT first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PEX, VT

Today

0.0%most shared, PEX and VT

PEXVT

PEX—0.0%

VT0.0%—

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

Income After Fees on $10,000

$261most kept, PEX

PEX$536 − $275 = $261

VT$153 − $6 = $147

KeptFee

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