QWLD vs VT

AQWLD

BVT

Measures won4–2QWLD wins · of 6 · 5Y

$10,000 · 5Y$15,779QWLD · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income1.78%QWLD · $178 on $10k

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

Held in common55.0%QWLD and VT

QWLD

State Street SPDR MSCI World StrategicFactors ETF · $177MVanguard Total World Stock ETF · $81.8B

+17.9%3 years · per year$16,397 · $17,563+20.7%

+9.6%5 years · per year$15,779 · $15,649+9.4%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.78%12-mo yield$178 · $159 on $10k1.59%

−7.6%Worst dropSmaller wins−9.7%

10.3%VolatilityLower wins14.7%

4–2QWLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQWLD · VT

3.3%MSFT3.2%

2.6%AAPL4.1%

2.0%NVDA4.5%

1.9%META1.4%

Held in common55.0%

End-of-day Nov 6, 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	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.78%	−0.5%	+9.6%	+12.9%	+17.9%	+9.6%	−7.6%	$177M
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.78%	−0.5%	+9.6%	+12.9%	+17.9%	+9.6%	−7.6%	$177M
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QWLD vs VT

QWLD

SPDR MSCI World StrategicFactors

$15,779

Vanguard Total World Stock

$15,649

MeasureQWLDVT

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.78%1.59%

5 years, per year+9.6%+9.4%

3 years, per year+17.9%+20.7%

Worst drop · 1Y−7.6%−9.7%

Volatility · 1Y10.3%14.7%

4–2measures won
QWLD first

55.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QWLD, VT

Today

55.0%most shared, QWLD and VT

QWLDVT

QWLD—55.0%

VT55.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

QWLD$178 − $30 = $148

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee