SROI vs VT

ASROI

BVT

Measures won0–5VT wins · of 6 · 5Y

$10,000 · 5Y$16,014VT

Lowest cost0.06%VT · $6 on $10k

Most income1.56%VT · $156 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common26.4%SROI and VT

SROI

Calamos Antetokounmpo Global Sustainable Equities ETF · $17MVanguard Total World Stock ETF · $81.8B

+18.0%3 years · per year$16,438 · $18,441+22.6%

[…]5 years · per year[…] · $16,014+9.9%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

0.55%12-mo yield$55 · $156 on $10k1.56%

−10.2%Worst dropSmaller wins−9.7%

14.5%VolatilityLower wins14.0%

0–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSROI · VT

4.7%AAPL4.1%

3.8%NVDA4.5%

4.0%MSFT3.2%

2.6%AMZN2.0%

Held in common26.4%

End-of-day Nov 3, 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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	ASROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk		0.95%	0.55%	+0.3%	+10.1%	+10.3%	+18.0%	new	−10.2%	$17M

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	ASROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk		0.95%	0.55%	+0.3%	+10.1%	+10.3%	+18.0%	new	−10.2%	$17M

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

Cards for this view

SROI vs VT

SROI

Calamos Antetokounmpo Global Sustainable Equities

[…]

Vanguard Total World Stock

$16,014

MeasureSROIVT

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield0.55%1.56%

5 years, per year[…]+9.9%

3 years, per year+18.0%+22.6%

Worst drop · 1Y−10.2%−9.7%

Volatility · 1Y14.5%14.0%

5–0measures won
VT first

26.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SROI, VT

Today

26.4%most shared, SROI and VT

SROIVT

SROI—26.4%

VT26.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$150most kept, VT

VT$156 − $6 = $150

SROI$55 − $95 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee