URTH vs SPYM

AURTH

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.39%URTH · $139 on $10k

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

Held in common70.7%URTH and SPYM

URTH

SPYM

iShares MSCI World ETF · $9.1BState Street SPDR Portfolio S&P 500 ETF · $185B

+23.0%3 years · per year$18,588 · $19,092+24.1%

+10.6%5 years · per year$16,581 · $17,749+12.2%

0.24%Expense ratio$24 · $2 on $10k · lower wins0.02%

1.39%12-mo yield$139 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsURTH · SPYM

5.6%AAPL7.7%

5.2%NVDA7.8%

4.1%MSFT5.9%

2.6%AMZN3.6%

Held in common70.7%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AURTH	iShares MSCI World ETFRead Desk	0.24%	1.39%	+0.1%	+10.7%	+12.0%	+23.0%	+10.6%	−9.1%	$9.1B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AURTH	iShares MSCI World ETFRead Desk	0.24%	1.39%	+0.1%	+10.7%	+12.0%	+23.0%	+10.6%	−9.1%	$9.1B

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

Cards for this view

URTH vs SPYM

URTH

iShares MSCI World

$16,581

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureURTHSPYM

Fee0.24%0.02%

Cost on $10k a year$24$2

Yield1.39%1.03%

5 years, per year+10.6%+12.2%

3 years, per year+23.0%+24.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.0%12.7%

5–1measures won
SPYM first

70.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: URTH, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

URTHSPYMSPY

URTH—70.7%70.7%

SPYM70.7%—99.9%

SPY70.7%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, URTH

URTH$139 − $24 = $115

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee