WSGE vs URTH

AWSGE

BURTH

Measures won0–2URTH wins · of 6 · 5Y

$10,000 · 5Y$16,140URTH

Lowest cost0.24%URTH · $24 on $10k

Most income1.42%URTH · $142 on $10k

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

Held in common3.1%WSGE and URTH

WSGE

URTH

Warren Street Global Equity ETF · $60MiShares MSCI World ETF · $9.5B

[…]3 years · per year[…] · $17,661+20.9%

[…]5 years · per year[…] · $16,140+10.0%

0.80%Expense ratio$80 · $24 on $10k · lower wins0.24%

0.25%12-mo yield$25 · $142 on $10k1.42%

[…]Worst dropSmaller wins−9.1%

[…]VolatilityLower wins13.7%

0–2URTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsWSGE · URTH

0.6%JPM1.0%

0.6%ABBV0.6%

0.5%JNJ0.7%

0.3%BRK-B0.9%

Held in common3.1%

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.5B
2	AWSGE	Warren Street Global Equity ETFRead Desk		0.80%	0.25%	+0.1%	+9.2%	new	new	new	[…]	$60M

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.5B
2	AWSGE	Warren Street Global Equity ETFRead Desk		0.80%	0.25%	+0.1%	+9.2%	new	new	new	[…]	$60M

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

WSGE vs URTH

WSGE

Warren Street Global Equity

[…]

URTH

iShares MSCI World

$16,140

MeasureWSGEURTH

Fee0.80%0.24%

Cost on $10k a year$80$24

Yield0.25%1.42%

5 years, per year[…]+10.0%

3 years, per year[…]+20.9%

Worst drop · 1Y[…]−9.1%

Volatility · 1Y[…]13.7%

2–0measures won
URTH first

3.1%

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: WSGE, URTH

Today

3.1%most shared, WSGE and URTH

WSGEURTH

WSGE—3.1%

URTH3.1%—

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

Income After Fees on $10,000

$118most kept, URTH

URTH$142 − $24 = $118

WSGE$25 − $80 = −$55

KeptFee

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