VT vs GUNR

AVT

BGUNR

Measures won5–1VT wins · of 6 · 5Y

$10,000 · 5Y$16,014VT · GUNR $15,648

Lowest cost0.06%VT · $6 on $10k

Most income2.35%GUNR · $235 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common3.6%VT and GUNR

GUNR

Vanguard Total World Stock ETF · $81.8BNorthern Trust Morningstar Global Upstream Natural Resources ETF · $7.0B

+22.6%3 years · per year$18,441 · $14,770+13.9%

+9.9%5 years · per year$16,014 · $15,648+9.4%

0.06%Expense ratio$6 · $47 on $10k · lower wins0.47%

1.56%12-mo yield$156 · $235 on $10k2.35%

−9.7%Worst dropSmaller wins−11.7%

14.0%VolatilityLower wins16.7%

5–1VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVT · GUNR

0.6%XOM6.1%

0.3%CVX4.2%

0.2%SHEL.L4.6%

0.2%BHP.AX4.7%

Held in common3.6%

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

Both

5Y2 funds

#			Trend
1	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	BGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.35%	−1.3%	+16.2%	+23.5%	+13.9%	+9.4%	−11.7%	$7.0B

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

Both

5Y2 funds

#			Trend
1	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	BGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.35%	−1.3%	+16.2%	+23.5%	+13.9%	+9.4%	−11.7%	$7.0B

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

VT vs GUNR

Vanguard Total World Stock

$16,014

GUNR

Northern Trust Morningstar Global Upstream Natural Resources

$15,648

MeasureVTGUNR

Fee0.06%0.47%

Cost on $10k a year$6$47

Yield1.56%2.35%

5 years, per year+9.9%+9.4%

3 years, per year+22.6%+13.9%

Worst drop · 1Y−9.7%−11.7%

Volatility · 1Y14.0%16.7%

5–1measures won
VT first

3.6%

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VT, GUNR

Today

3.6%most shared, VT and GUNR

VTGUNR

VT—3.6%

GUNR3.6%—

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

Income After Fees on $10,000

$188most kept, GUNR

GUNR$235 − $47 = $188

VT$156 − $6 = $150

KeptFee

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