SFGV vs URTH

ASFGV

BURTH

Measures won3–1SFGV wins · of 6 · 5Y

$10,000 · 5Y$16,140URTH

Lowest cost0.24%URTH · $24 on $10k

Most income2.26%SFGV · $226 on $10k

Smallest drop−8.4%SFGV · worst fall in 1Y

Held in common19.9%SFGV and URTH

SFGV

URTH

Sequoia Global Value ETF · $1.2BiShares MSCI World ETF · $9.6B

[…]3 years · per year[…] · $17,661+20.9%

[…]5 years · per year[…] · $16,140+10.0%

0.38%Expense ratio$38 · $24 on $10k · lower wins0.24%

2.26%12-mo yield$226 · $142 on $10k1.42%

−8.4%Worst dropSmaller wins−9.1%

11.5%VolatilityLower wins13.7%

3–1SFGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFGV · URTH

1.7%META1.5%

1.3%AAPL5.7%

1.0%ABBV0.6%

0.5%JPM1.0%

Held in common19.9%

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.26%	−0.5%	+14.0%	+18.0%	new	new	−8.4%	$1.2B

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.26%	−0.5%	+14.0%	+18.0%	new	new	−8.4%	$1.2B

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

SFGV vs URTH

SFGV

Sequoia Global Value

[…]

URTH

iShares MSCI World

$16,140

MeasureSFGVURTH

Fee0.38%0.24%

Cost on $10k a year$38$24

Yield2.26%1.42%

5 years, per year[…]+10.0%

3 years, per year[…]+20.9%

Worst drop · 1Y−8.4%−9.1%

Volatility · 1Y11.5%13.7%

3–1measures won
SFGV first

19.9%

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: SFGV, URTH

Today

19.9%most shared, SFGV and URTH

SFGVURTH

SFGV—19.9%

URTH19.9%—

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

Income After Fees on $10,000

$188most kept, SFGV

SFGV$226 − $38 = $188

URTH$142 − $24 = $118

KeptFee

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