Compare · 3 funds side by side · dividends reinvested

ACWI, DVAL and VT

ACWIiShares×DVALFranklin Templeton×VTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,115ACWI · best of the three

02 / 04

ACWI, DVAL and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.8%+15.6%[…]−6.2%10.4%$60M1.6

Vanguard Total World Stock ETFInternational · Global0.06%1.55%+11.3%+14.3%+20.9%+9.8%−9.7%14.9%$81.8B2.0

iShares MSCI ACWI ETFInternational · Global0.32%1.44%+11.2%+13.9%+21.0%+10.0%−9.7%14.8%$32.3B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ACWI 2008 · DVAL 2006 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total World Stock ETF · $81.8B$15,957

ACWI

iShares MSCI ACWI ETF · $32.3B$16,115

$10,000 five years ago, dividends reinvested · they hold 81.7% in common

VTMeasureACWI

+11.3%Year to dateJan 1 → Nov 9+11.2%

+14.3%1 yearTotal return+13.9%

+20.9%3 years · per year$10,000 became $17,661 · $17,717+21.0%

+9.8%5 years · per year$10,000 became $15,957 · $16,115+10.0%

0.06%Expense ratio$6 · $32 a year on $10k · lower is better0.32%

1.55%Trailing 12-mo yield$155 · $144 a year on $10k1.44%

−9.7%Worst dropSmaller is better−9.7%

14.9%VolatilityLower is calmer14.8%

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

4–3VT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VT vs ACWI: Top 5 Holdings

Today

15.6%in top 5

ACWI

in top 517.5%

VTStockACWI

4.1%AAPL5.1%

4.5%NVDA4.4%

3.2%MSFT3.8%

2.0%AMZN2.5%

1.7%GOOGL1.7%

Held in common81.7%

End-of-day Nov 9, 2026 · share of each fund

VT vs ACWI Returns, Every Period

VanguardVT

+9.8%

5 years, per year

ACWIiShares

+10.0%

5 years, per year

VTACWIFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VT vs DVAL

YTD

VanguardVT

+11.3%

DVALFranklin Templeton

+13.0%

+11.3%Year to date+13.0%

−9.7%Worst drop · 1Y−6.2%

14.9%Volatility · 1Y10.4%

1.6%Yield5.2%

$81.8BAssets$59.8M

4–0DVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACWI, DVAL, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

ACWI0.32%$32

DVAL0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ACWI, DVAL, VT

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

VT1.55%$155

ACWI1.44%$144

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

VT$155 − $6 = $149

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ACWI, DVAL, VT

Today

81.7%most shared, ACWI and VT

ACWIDVALVT

ACWI—[…]81.7%

DVAL[…]—[…]

VT81.7%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

ACWIWorst drop−9.7%14.8% vol

VTWorst drop−9.7%14.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DVALVT

+13.0%Year to date+11.3%

5.2%Yield1.6%

+15.8%Past year+14.3%

0.49%Fee0.06%

3–1DVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026