WRND vs VT

AWRND

BVT

Measures won0–5VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

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

Held in common32.4%WRND and VT

WRND

NYLI Global Equity R&D Leaders ETF · $10MVanguard Total World Stock ETF · $81.8B

+19.9%3 years · per year$17,231 · $17,563+20.7%

[…]5 years · per year[…] · $15,649+9.4%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

1.02%12-mo yield$102 · $159 on $10k1.59%

−14.3%Worst dropSmaller wins−9.7%

21.0%VolatilityLower wins14.7%

0–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsWRND · VT

6.7%NVDA4.5%

7.6%AAPL4.1%

4.9%MSFT3.2%

4.3%AMZN2.0%

Held in common32.4%

End-of-day Nov 6, 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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	AWRND	NYLI Global Equity R&D Leaders ETFRead Desk		0.18%	1.02%	+1.2%	+5.1%	+4.8%	+19.9%	new	−14.3%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	AWRND	NYLI Global Equity R&D Leaders ETFRead Desk		0.18%	1.02%	+1.2%	+5.1%	+4.8%	+19.9%	new	−14.3%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WRND vs VT

WRND

NYLI Global Equity R&D Leaders

[…]

Vanguard Total World Stock

$15,649

MeasureWRNDVT

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.02%1.59%

5 years, per year[…]+9.4%

3 years, per year+19.9%+20.7%

Worst drop · 1Y−14.3%−9.7%

Volatility · 1Y21.0%14.7%

5–0measures won
VT first

32.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WRND, VT

Today

32.4%most shared, WRND and VT

WRNDVT

WRND—32.4%

VT32.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

WRND$102 − $18 = $84

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee