Compare · 2 funds side by side · dividends reinvested

DVAL and ACWI

DVALFranklin Templeton×ACWIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,162ACWI · best of the two

02 / 04

DVAL and ACWI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.5%+15.0%[…]−6.2%10.4%$60M1.3

iShares MSCI ACWI ETFInternational · Global0.32%1.44%+10.9%+11.9%+22.7%+10.1%−9.7%14.1%$32.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DVAL 2006 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

YTD

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M$11,301

DVAL

ACWI

iShares MSCI ACWI ETF · $32.2B$11,088

$10,000 since Jan 1, dividends reinvested

DVALMeasureACWI

+13.0%Year to dateJan 1 → Nov 3+10.9%

+15.5%1 yearTotal return+11.9%

+15.0%3 years · per year$10,000 became $15,218 · $18,488+22.7%

[…]5 years · per year$10,000 became […] · $16,162+10.1%

0.49%Expense ratio$49 · $32 a year on $10k · lower is better0.32%

5.15%Trailing 12-mo yield$515 · $144 a year on $10k1.44%

−6.2%Worst dropSmaller is better−9.7%

10.4%VolatilityLower is calmer14.1%

DVALACWI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2DVAL wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVAL vs ACWI: Top 5 Holdings

Today

DVAL

[…]in top 5

ACWI

in top 517.3%

DVALStockACWI

not top 5AAPL5.0%

not top 5NVDA4.6%

not top 5MSFT3.6%

not top 5AMZN2.3%

not top 52330.TW1.8%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

DVAL vs ACWI Returns, Every Period

Franklin TempletonDVAL

+15.5%

past year

ACWIiShares

+11.9%

past year

DVALACWIFaded: behind in that period

2–1DVAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DVAL vs ACWI

YTD

Franklin TempletonDVAL

+13.0%

ACWIiShares

+10.9%

+13.0%Year to date+10.9%

−6.2%Worst drop · 1Y−9.7%

10.4%Volatility · 1Y14.1%

5.2%Yield1.4%

$59.8MAssets$32.2B

4–0DVAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVAL, ACWI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

DVAL0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DVAL, ACWI

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

ACWI1.44%$144

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

ACWI$144 − $32 = $112

KeptFee

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

Overlap: DVAL, ACWI

Today

[…]holdings […]

DVALACWI

DVAL—[…]

ACWI[…]—

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

Return vs Bumpiness: 2 ETFs

+15.5%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

ACWIWorst drop−9.7%14.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DVALACWI

+13.0%Year to date+10.9%

5.2%Yield1.4%

+15.5%Past year+11.9%

0.49%Fee0.32%

3–1DVAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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