VT vs UMMA

AVT

BUMMA

Measures won4–1VT wins · of 6 · 5Y

$10,000 · 5Y$16,384VT

Lowest cost0.06%VT · $6 on $10k

Most income1.53%VT · $153 on $10k

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

Held in common7.6%VT and UMMA

UMMA

Vanguard Total World Stock ETF · $81.8BWahed Dow Jones Islamic World ETF · $302M

+22.8%3 years · per year$18,538 · $18,902+23.6%

+10.4%5 years · per year$16,384 · […][…]

0.06%Expense ratio$6 · $65 on $10k · lower wins0.65%

1.53%12-mo yield$153 · $78 on $10k0.78%

−9.7%Worst dropSmaller wins−14.9%

14.1%VolatilityLower wins25.1%

4–1VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · UMMA

0.8%005930.KS5.9%

0.6%000660.KS4.8%

0.6%ASML.AS3.7%

0.2%NOVN.SW2.5%

Held in common7.6%

End-of-day Nov 4, 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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	BUMMA	Wahed Dow Jones Islamic World ETFRead Desk	0.65%	0.78%	+0.9%	+21.4%	+24.2%	+23.6%	new	−14.9%	$302M
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	BUMMA	Wahed Dow Jones Islamic World ETFRead Desk	0.65%	0.78%	+0.9%	+21.4%	+24.2%	+23.6%	new	−14.9%	$302M
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs UMMA

Vanguard Total World Stock

$16,384

UMMA

Wahed Dow Jones Islamic World

[…]

MeasureVTUMMA

Fee0.06%0.65%

Cost on $10k a year$6$65

Yield1.53%0.78%

5 years, per year+10.4%[…]

3 years, per year+22.8%+23.6%

Worst drop · 1Y−9.7%−14.9%

Volatility · 1Y14.1%25.1%

4–1measures won
VT first

7.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UMMA, WCMI, VT

Today

8.7%most shared, UMMA and WCMI

UMMAWCMIVT

UMMA—8.7%7.6%

WCMI8.7%—3.5%

VT7.6%3.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, VT

VT$153 − $6 = $147

UMMA$78 − $65 = $13

WCMI$56 − $85 = −$29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee