WLDR vs VT

AWLDR

BVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,662WLDR · VT $15,576

Lowest cost0.06%VT · $6 on $10k

Most income7.59%WLDR · $759 on $10k

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

Held in common6.4%WLDR and VT

WLDR

Affinity World Leaders Equity ETF · $143MVanguard Total World Stock ETF · $81.8B

+31.0%3 years · per year$22,478 · $17,695+21.0%

+16.7%5 years · per year$21,662 · $15,576+9.3%

1.05%Expense ratio$105 · $6 on $10k · lower wins0.06%

7.59%12-mo yield$759 · $159 on $10k1.59%

−11.6%Worst dropSmaller wins−9.7%

18.8%VolatilityLower wins14.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsWLDR · VT

3.1%MU1.0%

1.0%CAT0.3%

0.6%SHEL.L0.2%

1.9%SNDK0.2%

Held in common6.4%

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	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.59%	−3.8%	+21.8%	+28.0%	+31.0%	+16.7%	−11.6%	$143M
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	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.59%	−3.8%	+21.8%	+28.0%	+31.0%	+16.7%	−11.6%	$143M
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

WLDR vs VT

WLDR

Affinity World Leaders Equity

$21,662

Vanguard Total World Stock

$15,576

MeasureWLDRVT

Fee1.05%0.06%

Cost on $10k a year$105$6

Yield7.59%1.59%

5 years, per year+16.7%+9.3%

3 years, per year+31.0%+21.0%

Worst drop · 1Y−11.6%−9.7%

Volatility · 1Y18.8%14.7%

3–3measures won
level

6.4%

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: WLDR, VT

Today

6.4%most shared, WLDR and VT

WLDRVT

WLDR—6.4%

VT6.4%—

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

Income After Fees on $10,000

$654most kept, WLDR

WLDR$759 − $105 = $654

VT$159 − $6 = $153

KeptFee

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