Compare · 2 funds side by side · dividends reinvested

ACWI and DVAL

ACWIiShares×DVALFranklin Templeton×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,513ACWI · best of the two

02 / 04

ACWI and DVAL, 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%$60M1.3

iShares MSCI ACWI ETFInternational · Global0.32%1.42%+12.7%+13.5%+22.9%+10.6%−9.7%14.2%$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 4, 2026 · returns include dividends · since: ACWI 2008 · DVAL 2006

Head to Head

Swap sides Versus in desk

Head to Head

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

DVAL

ACWI

iShares MSCI ACWI ETF · $32.2B$16,513

$10,000 five years ago, dividends reinvested

DVALMeasureACWI

+13.0%Year to dateJan 1 → Nov 4+12.7%

+15.8%1 yearTotal return+13.5%

+15.6%3 years · per year$10,000 became $15,457 · $18,581+22.9%

[…]5 years · per year$10,000 became […] · $16,513+10.6%

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

5.15%Trailing 12-mo yield$515 · $142 a year on $10k1.42%

−6.2%Worst dropSmaller is better−9.7%

10.4%VolatilityLower is calmer14.2%

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

5–2DVAL wins

End-of-day Nov 4, 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 5AAPL4.8%

not top 5NVDA4.7%

not top 5MSFT3.6%

not top 5AMZN2.4%

not top 52330.TW1.7%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

DVAL vs ACWI Returns, Every Period

Franklin TempletonDVAL

+15.8%

past year

ACWIiShares

+13.5%

past year

DVALACWIFaded: behind in that period

2–1DVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DVAL vs ACWI

YTD

Franklin TempletonDVAL

+13.0%

ACWIiShares

+12.7%

+13.0%Year to date+12.7%

−6.2%Worst drop · 1Y−9.7%

10.4%Volatility · 1Y14.2%

5.2%Yield1.4%

$59.8MAssets$32.2B

4–0DVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACWI, DVAL

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

DVAL0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ACWI, DVAL

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

ACWI1.42%$142

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

ACWI$142 − $32 = $110

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ACWI, DVAL

Today

[…]holdings […]

ACWIDVAL

ACWI—[…]

DVAL[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

ACWIWorst drop−9.7%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DVALACWI

+13.0%Year to date+12.7%

5.2%Yield1.4%

+15.8%Past year+13.5%

0.49%Fee0.32%

3–1DVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026