URTH vs SPY

AURTH

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · URTH $16,140

Lowest cost0.09%SPY · $9 on $10k

Most income1.42%URTH · $142 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common70.0%URTH and SPY

URTH

SPY

iShares MSCI World ETF · $9.5BState Street SPDR S&P 500 ETF · $819B

+20.9%3 years · per year$17,661 · $18,039+21.7%

+10.0%5 years · per year$16,140 · $17,118+11.3%

0.24%Expense ratio$24 · $9 on $10k · lower wins0.09%

1.42%12-mo yield$142 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsURTH · SPY

5.7%AAPL7.9%

4.7%NVDA6.9%

4.3%MSFT6.3%

2.9%AMZN4.0%

Held in common70.0%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.5B

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 SPY

URTH

iShares MSCI World

$16,140

SPY

SPDR S&P 500

$17,118

MeasureURTHSPY

Fee0.24%0.09%

Cost on $10k a year$24$9

Yield1.42%1.03%

5 years, per year+10.0%+11.3%

3 years, per year+20.9%+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.7%13.6%

5–1measures won
SPY first

70.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: URTH, SPY

Today

70.0%most shared, URTH and SPY

URTHSPY

URTH—70.0%

SPY70.0%—

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

Income After Fees on $10,000

$118most kept, URTH

URTH$142 − $24 = $118

SPY$103 − $9 = $94

KeptFee

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