RGEF vs IOO

ARGEF

BIOO

Measures won1–3IOO wins · of 6 · 5Y

$10,000 · 5Y$19,957IOO · VXUS $14,758

Lowest cost0.05%VXUS · $5 on $10k

Most income2.39%VXUS · $239 on $10k

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

Held in common30.8%RGEF and IOO

RGEF

IOO

Rockefeller Global Equity ETF · $770MiShares Global 100 ETF · $8.9B

[…]3 years · per year[…] · $19,569+25.1%

[…]5 years · per year[…] · $19,957+14.8%

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

0.98%12-mo yield$98 · $83 on $10k0.83%

−10.0%Worst dropSmaller wins−9.9%

17.0%VolatilityLower wins15.2%

1–3IOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRGEF · IOO

5.3%MSFT9.9%

4.9%GOOGL4.2%

3.7%AMZN6.4%

3.5%NVDA11.4%

Held in common30.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIOO	iShares Global 100 ETFRead Desk	0.40%	0.83%	+1.8%	+11.7%	+14.6%	+25.1%	+14.8%	−9.9%	$8.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	ARGEF	Rockefeller Global Equity ETFRead Desk	0.55%	0.98%	+2.8%	+12.1%	+15.1%	new	new	−10.0%	$770M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIOO	iShares Global 100 ETFRead Desk	0.40%	0.83%	+1.8%	+11.7%	+14.6%	+25.1%	+14.8%	−9.9%	$8.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	ARGEF	Rockefeller Global Equity ETFRead Desk	0.55%	0.98%	+2.8%	+12.1%	+15.1%	new	new	−10.0%	$770M

End-of-day Nov 9, 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

$19,957

MeasureRGEFIOO

Fee0.55%0.40%

Cost on $10k a year$55$40

Yield0.98%0.83%

5 years, per year[…]+14.8%

3 years, per year[…]+25.1%

Worst drop · 1Y−10.0%−9.9%

Volatility · 1Y17.0%15.2%

3–1measures won
IOO first

30.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RGEF, IOO, VXUS

Today

30.8%most shared, RGEF and IOO

RGEFIOOVXUS

RGEF—30.8%7.2%

IOO30.8%—16.4%

VXUS7.2%16.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$234most kept, VXUS

VXUS$239 − $5 = $234

RGEF$98 − $55 = $43

IOO$83 − $40 = $43

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee