URTH vs ACWI

AURTH

BACWI

Measures won5–1URTH wins · of 6 · 5Y

$10,000 · 5Y$16,957URTH · ACWI $16,513

Lowest cost0.24%URTH · $24 on $10k

Most income1.42%ACWI · $142 on $10k

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

Held in common88.5%URTH and ACWI

URTH

ACWI

iShares MSCI World ETF · $9.4BiShares MSCI ACWI ETF · $32.8B

+23.2%3 years · per year$18,683 · $18,581+22.9%

+11.1%5 years · per year$16,957 · $16,513+10.6%

0.24%Expense ratio$24 · $32 on $10k · lower wins0.32%

1.37%12-mo yield$137 · $142 on $10k1.42%

−9.1%Worst dropSmaller wins−9.7%

13.2%VolatilityLower wins14.2%

5–1URTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsURTH · ACWI

5.4%AAPL4.8%

5.3%NVDA4.7%

4.1%MSFT3.6%

2.7%AMZN2.4%

Held in common88.5%

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

Both

5Y2 funds

#			Trend
1	AURTH	iShares MSCI World ETFRead Desk		0.24%	1.37%	+1.8%	+12.6%	+13.8%	+23.2%	+11.1%	−9.1%	$9.4B
2	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B

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

Both

5Y2 funds

#			Trend
1	AURTH	iShares MSCI World ETFRead Desk		0.24%	1.37%	+1.8%	+12.6%	+13.8%	+23.2%	+11.1%	−9.1%	$9.4B
2	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B

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

URTH vs ACWI

URTH

iShares MSCI World

$16,957

ACWI

iShares MSCI ACWI

$16,514

MeasureURTHACWI

Fee0.24%0.32%

Cost on $10k a year$24$32

Yield1.37%1.42%

5 years, per year+11.1%+10.6%

3 years, per year+23.2%+22.9%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y13.2%14.2%

5–0measures won
URTH first

88.5%

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: URTH, ACWI

Today

88.5%most shared, URTH and ACWI

URTHACWI

URTH—88.5%

ACWI88.5%—

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

Income After Fees on $10,000

$113most kept, URTH

URTH$137 − $24 = $113

ACWI$142 − $32 = $110

KeptFee

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