RSSB vs URTH

ARSSB

BURTH

Measures won1–3URTH wins · of 6 · 5Y

$10,000 · 5Y$16,136URTH

Lowest cost0.24%URTH · $24 on $10k

Most income3.34%RSSB · $334 on $10k

Smallest drop−9.1%URTH · worst fall in 1Y

Held in common0.0%RSSB and URTH

RSSB

URTH

Return Stacked Global Stocks & Bonds ETF · $496MiShares MSCI World ETF · $9.4B

[…]3 years · per year[…] · $17,838+21.3%

[…]5 years · per year[…] · $16,136+10.0%

0.39%Expense ratio$39 · $24 on $10k · lower wins0.24%

3.34%12-mo yield$334 · $142 on $10k1.42%

−11.6%Worst dropSmaller wins−9.1%

17.1%VolatilityLower wins13.7%

1–3URTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSSB · URTH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.4B
2	ARSSB	Return Stacked Global Stocks & Bonds ETFRead Desk		0.39%	3.34%	−3.7%	+4.2%	+6.1%	new	new	−11.6%	$496M

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.4B
2	ARSSB	Return Stacked Global Stocks & Bonds ETFRead Desk		0.39%	3.34%	−3.7%	+4.2%	+6.1%	new	new	−11.6%	$496M

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

RSSB vs URTH

RSSB

Return Stacked Global Stocks & Bonds

[…]

URTH

iShares MSCI World

$16,136

MeasureRSSBURTH

Fee0.39%0.24%

Cost on $10k a year$39$24

Yield3.34%1.42%

5 years, per year[…]+10.0%

3 years, per year[…]+21.3%

Worst drop · 1Y−11.6%−9.1%

Volatility · 1Y17.1%13.7%

3–1measures won
URTH first

0.0%

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: RSSB, URTH

Today

0.0%most shared, RSSB and URTH

RSSBURTH

RSSB—0.0%

URTH0.0%—

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

Income After Fees on $10,000

$295most kept, RSSB

RSSB$334 − $39 = $295

URTH$142 − $24 = $118

KeptFee

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