XSOE vs EEM

AXSOE

BEEM

Measures won1–4EEM wins · of 6 · 5Y

$10,000 · 5Y$13,109EEM · XSOE $11,811

Lowest cost0.32%XSOE · $32 on $10k

Most income1.88%XSOE · $188 on $10k

Smallest drop−18.5%EEM · worst fall in 1Y

Held in common60.5%XSOE and EEM

XSOE

EEM

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund · $1.9BiShares MSCI Emerging Markets ETF · $27.0B

+18.4%3 years · per year$16,582 · $17,207+19.8%

+3.4%5 years · per year$11,811 · $13,109+5.6%

0.32%Expense ratio$32 · $72 on $10k · lower wins0.72%

1.88%12-mo yield$188 · $188 on $10k1.88%

−20.2%Worst dropSmaller wins−18.5%

26.4%VolatilityLower wins26.3%

1–4EEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSOE · EEM

14.2%2330.TW15.1%

7.3%005930.KS6.3%

6.5%000660.KS4.7%

2.3%0700.HK3.0%

Held in common60.5%

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	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.88%	+2.2%	+9.0%	+9.7%	+19.8%	+5.6%	−18.5%	$27.0B
2	AXSOE	WisdomTree Emerging Markets ex-State-Owned Enterprises FundRead Desk		0.32%	1.88%	+2.4%	+7.1%	+7.4%	+18.4%	+3.4%	−20.2%	$1.9B

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	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.88%	+2.2%	+9.0%	+9.7%	+19.8%	+5.6%	−18.5%	$27.0B
2	AXSOE	WisdomTree Emerging Markets ex-State-Owned Enterprises FundRead Desk		0.32%	1.88%	+2.4%	+7.1%	+7.4%	+18.4%	+3.4%	−20.2%	$1.9B

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

XSOE vs EEM

XSOE

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

$11,811

EEM

iShares MSCI Emerging Markets

$13,109

MeasureXSOEEEM

Fee0.32%0.72%

Cost on $10k a year$32$72

Yield1.88%1.88%

5 years, per year+3.4%+5.6%

3 years, per year+18.4%+19.8%

Worst drop · 1Y−20.2%−18.5%

Volatility · 1Y26.4%26.3%

4–1measures won
EEM first

60.5%

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: XSOE, EEM

Today

60.5%most shared, XSOE and EEM

XSOEEEM

XSOE—60.5%

EEM60.5%—

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

Income After Fees on $10,000

$156most kept, XSOE

XSOE$188 − $32 = $156

EEM$188 − $72 = $116

KeptFee

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