URTH vs DVAL

AURTH

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,140URTH · IEMG $13,373

Lowest cost0.09%IEMG · $9 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 · $9.6BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+20.9%3 years · per year$17,661 · $15,457+15.6%

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

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

1.42%12-mo yield$142 · $515 on $10k5.15%

−9.1%Worst dropSmaller wins−6.2%

13.7%VolatilityLower wins10.4%

2–3DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsURTH · DVAL

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

Held in common[…]

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

All Three

5Y3 funds

#
1	AURTH	iShares MSCI World ETFRead Desk	0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.6B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
3	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 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AURTH	iShares MSCI World ETFRead Desk	0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.6B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
3	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 6, 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

$16,140

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureURTHDVAL

Fee0.24%0.49%

Cost on $10k a year$24$49

Yield1.42%5.15%

5 years, per year+10.0%[…]

3 years, per year+20.9%+15.6%

Worst drop · 1Y−9.1%−6.2%

Volatility · 1Y13.7%10.4%

3–2measures won
DVAL first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 6, 2026

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

Overlap: URTH, DVAL, IEMG

Today

0.0%most shared, URTH and IEMG

URTHDVALIEMG

URTH—[…]0.0%

DVAL[…]—[…]

IEMG0.0%[…]—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

IEMG$249 − $9 = $240

URTH$142 − $24 = $118

KeptFee

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