URTH vs DVAL

AURTH

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,957URTH

Lowest cost0.24%URTH · $24 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]URTH and DVAL

URTH

DVAL

iShares MSCI World ETF · $9.1BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+23.2%3 years · per year$18,683 · $15,457+15.6%

+11.1%5 years · per year$16,957 · […][…]

0.24%Expense ratio$24 · $49 on $10k · lower wins0.49%

1.37%12-mo yield$137 · $515 on $10k5.15%

−9.1%Worst dropSmaller wins−6.2%

13.2%VolatilityLower wins10.4%

2–3DVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsURTH · DVAL

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$9.1B
2	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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%	$9.1B
2	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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 DVAL

URTH

iShares MSCI World

$16,957

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureURTHDVAL

Fee0.24%0.49%

Cost on $10k a year$24$49

Yield1.37%5.15%

5 years, per year+11.1%[…]

3 years, per year+23.2%+15.6%

Worst drop · 1Y−9.1%−6.2%

Volatility · 1Y13.2%10.4%

3–2measures won
DVAL first

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: URTH, DVAL

Today

[…]holdings […]

URTHDVAL

URTH—[…]

DVAL[…]—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

URTH$137 − $24 = $113

KeptFee

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