QWLD vs URTH

AQWLD

BURTH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,581URTH · QWLD $16,036

Lowest cost0.24%URTH · $24 on $10k

Most income1.76%QWLD · $176 on $10k

Smallest drop−7.6%QWLD · worst fall in 1Y

Held in common56.9%QWLD and URTH

QWLD

URTH

State Street SPDR MSCI World StrategicFactors ETF · $178MiShares MSCI World ETF · $9.1B

+19.5%3 years · per year$17,046 · $18,588+23.0%

+9.9%5 years · per year$16,036 · $16,581+10.6%

0.30%Expense ratio$30 · $24 on $10k · lower wins0.24%

1.76%12-mo yield$176 · $139 on $10k1.39%

−7.6%Worst dropSmaller wins−9.1%

9.7%VolatilityLower wins13.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQWLD · URTH

3.2%MSFT4.1%

2.6%AAPL5.6%

2.3%NVDA5.2%

1.5%AVGO1.6%

Held in common56.9%

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	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.76%	−0.1%	+11.2%	+14.1%	+19.5%	+9.9%	−7.6%	$178M

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	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.76%	−0.1%	+11.2%	+14.1%	+19.5%	+9.9%	−7.6%	$178M

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

QWLD vs URTH

QWLD

SPDR MSCI World StrategicFactors

$16,036

URTH

iShares MSCI World

$16,581

MeasureQWLDURTH

Fee0.30%0.24%

Cost on $10k a year$30$24

Yield1.76%1.39%

5 years, per year+9.9%+10.6%

3 years, per year+19.5%+23.0%

Worst drop · 1Y−7.6%−9.1%

Volatility · 1Y9.7%13.0%

3–3measures won
level

56.9%

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: QWLD, URTH

Today

56.9%most shared, QWLD and URTH

QWLDURTH

QWLD—56.9%

URTH56.9%—

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

Income After Fees on $10,000

$146most kept, QWLD

QWLD$176 − $30 = $146

URTH$139 − $24 = $115

KeptFee

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