RGEF vs IOO

ARGEF

BIOO

Measures won1–3IOO wins · of 6 · 5Y

$10,000 · 5Y$19,560IOO

Lowest cost0.40%IOO · $40 on $10k

Most income1.01%RGEF · $101 on $10k

Smallest drop−9.9%IOO · worst fall in 1Y

Held in common31.6%RGEF and IOO

RGEF

IOO

Rockefeller Global Equity ETF · $782MiShares Global 100 ETF · $9.2B

[…]3 years · per year[…] · $19,781+25.5%

[…]5 years · per year[…] · $19,560+14.4%

0.55%Expense ratio$55 · $40 on $10k · lower wins0.40%

1.01%12-mo yield$101 · $85 on $10k0.84%

−10.0%Worst dropSmaller wins−9.9%

16.8%VolatilityLower wins15.2%

1–3IOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsRGEF · IOO

5.4%MSFT10.0%

4.7%GOOGL4.1%

3.7%AMZN6.3%

3.7%NVDA11.7%

Held in common31.6%

End-of-day Nov 5, 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	BIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	−3.8%	+9.7%	+11.6%	+25.5%	+14.4%	−9.9%	$9.2B
2	ARGEF	Rockefeller Global Equity ETFRead Desk		0.55%	1.01%	−5.2%	+9.0%	+11.7%	new	new	−10.0%	$782M

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

Both

5Y2 funds

#			Trend
1	BIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	−3.8%	+9.7%	+11.6%	+25.5%	+14.4%	−9.9%	$9.2B
2	ARGEF	Rockefeller Global Equity ETFRead Desk		0.55%	1.01%	−5.2%	+9.0%	+11.7%	new	new	−10.0%	$782M

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

Cards for this view

RGEF vs IOO

RGEF

Rockefeller Global Equity

[…]

IOO

iShares Global 100

$19,560

MeasureRGEFIOO

Fee0.55%0.40%

Cost on $10k a year$55$40

Yield1.01%0.84%

5 years, per year[…]+14.4%

3 years, per year[…]+25.5%

Worst drop · 1Y−10.0%−9.9%

Volatility · 1Y16.8%15.2%

3–1measures won
IOO first

31.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RGEF, IOO

Today

31.6%most shared, RGEF and IOO

RGEFIOO

RGEF—31.6%

IOO31.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$46most kept, RGEF

RGEF$101 − $55 = $46

IOO$85 − $40 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee