WLDR vs URTH

AWLDR

BURTH

Measures won4–2WLDR wins · of 6 · 5Y

$10,000 · 5Y$22,265WLDR · URTH $16,581

Lowest cost0.24%URTH · $24 on $10k

Most income7.33%WLDR · $733 on $10k

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

Held in common7.8%WLDR and URTH

WLDR

URTH

Affinity World Leaders Equity ETF · $143MiShares MSCI World ETF · $9.1B

+32.9%3 years · per year$23,486 · $18,588+23.0%

+17.4%5 years · per year$22,265 · $16,581+10.6%

1.05%Expense ratio$105 · $24 on $10k · lower wins0.24%

7.33%12-mo yield$733 · $139 on $10k1.39%

−8.9%Worst dropSmaller wins−9.1%

18.4%VolatilityLower wins13.0%

4–2WLDR wins

$10,000 · 5 yearsOne scale

Shared top holdingsWLDR · URTH

3.2%MU1.1%

0.6%SHEL.L0.3%

1.1%CAT0.3%

3.4%VZ0.2%

Held in common7.8%

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	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.33%	−0.4%	+26.2%	+32.8%	+32.9%	+17.4%	−8.9%	$143M
2	BURTH	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

Both

5Y2 funds

#			Trend
1	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.33%	−0.4%	+26.2%	+32.8%	+32.9%	+17.4%	−8.9%	$143M
2	BURTH	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

WLDR vs URTH

WLDR

Affinity World Leaders Equity

$22,265

URTH

iShares MSCI World

$16,581

MeasureWLDRURTH

Fee1.05%0.24%

Cost on $10k a year$105$24

Yield7.33%1.39%

5 years, per year+17.4%+10.6%

3 years, per year+32.9%+23.0%

Worst drop · 1Y−8.9%−9.1%

Volatility · 1Y18.4%13.0%

4–2measures won
WLDR first

7.8%

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: WLDR, URTH

Today

7.8%most shared, WLDR and URTH

WLDRURTH

WLDR—7.8%

URTH7.8%—

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

Income After Fees on $10,000

$628most kept, WLDR

WLDR$733 − $105 = $628

URTH$139 − $24 = $115

KeptFee

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