URTH vs VT

AURTH

BVT

Measures won4–2URTH wins · of 6 · 5Y

$10,000 · 5Y$16,136URTH · VT $15,576

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

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

Held in common75.4%URTH and VT

URTH

iShares MSCI World ETF · $9.5BVanguard Total World Stock ETF · $81.8B

+21.3%3 years · per year$17,838 · $17,695+21.0%

+10.0%5 years · per year$16,136 · $15,576+9.3%

0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%

1.42%12-mo yield$142 · $159 on $10k1.59%

−9.1%Worst dropSmaller wins−9.7%

13.7%VolatilityLower wins14.7%

4–2URTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsURTH · VT

5.1%NVDA4.5%

5.6%AAPL4.1%

4.3%MSFT3.2%

2.8%AMZN2.0%

Held in common75.4%

End-of-day Nov 5, 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%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.5B
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B

End-of-day Nov 5, 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%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.5B
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B

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

Cards for this view

URTH vs VT

URTH

iShares MSCI World

$16,136

Vanguard Total World Stock

$15,576

MeasureURTHVT

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield1.42%1.59%

5 years, per year+10.0%+9.3%

3 years, per year+21.3%+21.0%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y13.7%14.7%

4–2measures won
URTH first

75.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: URTH, VT

Today

75.4%most shared, URTH and VT

URTHVT

URTH—75.4%

VT75.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

URTH$142 − $24 = $118

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee