SDG vs URTH

ASDG

BURTH

Measures won2–4URTH wins · of 6 · 5Y

$10,000 · 5Y$16,140URTH · SDG $9,943

Lowest cost0.24%URTH · $24 on $10k

Most income1.73%SDG · $173 on $10k

Smallest drop−8.9%SDG · worst fall in 1Y

Held in common5.8%SDG and URTH

SDG

URTH

iShares MSCI Global Sustainable Development Goals ETF · $162MiShares MSCI World ETF · $9.6B

+8.7%3 years · per year$12,838 · $17,661+20.9%

−0.1%5 years · per year$9,943 · $16,140+10.0%

0.50%Expense ratio$50 · $24 on $10k · lower wins0.24%

1.73%12-mo yield$173 · $142 on $10k1.42%

−8.9%Worst dropSmaller wins−9.1%

15.2%VolatilityLower wins13.7%

2–4URTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDG · URTH

3.5%NVDA4.7%

3.4%NOVN.SW0.3%

1.6%VRTX0.2%

4.0%BMY0.1%

Held in common5.8%

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.6B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.73%	+0.2%	+4.7%	+5.1%	+8.7%	−0.1%	−8.9%	$162M

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.6B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.73%	+0.2%	+4.7%	+5.1%	+8.7%	−0.1%	−8.9%	$162M

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

SDG vs URTH

SDG

iShares MSCI Global Sustainable Development Goals

$9,943

URTH

iShares MSCI World

$16,140

MeasureSDGURTH

Fee0.50%0.24%

Cost on $10k a year$50$24

Yield1.73%1.42%

5 years, per year−0.1%+10.0%

3 years, per year+8.7%+20.9%

Worst drop · 1Y−8.9%−9.1%

Volatility · 1Y15.2%13.7%

4–2measures won
URTH first

5.8%

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: SDG, URTH

Today

5.8%most shared, SDG and URTH

SDGURTH

SDG—5.8%

URTH5.8%—

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

Income After Fees on $10,000

$123most kept, SDG

SDG$173 − $50 = $123

URTH$142 − $24 = $118

KeptFee

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