URTH vs VT

AURTH

BVT

Measures won4–2URTH wins · of 6 · 5Y

$10,000 · 5Y$16,957URTH · VT $16,384

Lowest cost0.06%VT · $6 on $10k

Most income1.53%VT · $153 on $10k

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

Held in common75.6%URTH and VT

URTH

iShares MSCI World ETF · $9.4BVanguard Total World Stock ETF · $81.8B

+23.2%3 years · per year$18,683 · $18,538+22.8%

+11.1%5 years · per year$16,957 · $16,384+10.4%

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

1.37%12-mo yield$137 · $153 on $10k1.53%

−9.1%Worst dropSmaller wins−9.7%

13.2%VolatilityLower wins14.1%

4–2URTH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsURTH · VT

5.3%NVDA4.5%

5.4%AAPL4.1%

4.1%MSFT3.2%

2.7%AMZN2.0%

Held in common75.6%

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

All Three

5Y3 funds

#
1	AURTH	iShares MSCI World ETFRead Desk	0.24%	1.37%	+1.8%	+12.6%	+13.8%	+23.2%	+11.1%	−9.1%	$9.4B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

End-of-day Nov 4, 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%	1.37%	+1.8%	+12.6%	+13.8%	+23.2%	+11.1%	−9.1%	$9.4B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

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 VT

URTH

iShares MSCI World

$16,957

Vanguard Total World Stock

$16,384

MeasureURTHVT

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield1.37%1.53%

5 years, per year+11.1%+10.4%

3 years, per year+23.2%+22.8%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y13.2%14.1%

4–2measures won
URTH first

75.6%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: URTH, WCME, VT

Today

75.6%most shared, URTH and VT

URTHWCMEVT

URTH—0.3%75.6%

WCME0.3%—4.2%

VT75.6%4.2%—

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

Income After Fees on $10,000

$147most kept, VT

VT$153 − $6 = $147

URTH$137 − $24 = $113

WCME$37 − $95 = −$58

KeptFee

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