Compare · 2 funds side by side · dividends reinvested

ACWI and NZAC

ACWIiShares×NZACSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,747ACWI · best of the two

02 / 04

ACWI and NZAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI ACWI ETFInternational · Global0.32%1.47%+8.4%+10.6%+21.2%+9.5%−9.7%14.6%$32.8B1.3

State Street SPDR MSCI ACWI Climate Paris Aligned ETFInternational · Global0.12%2.12%+4.6%+6.3%+19.5%+8.1%−10.1%15.0%$191M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: ACWI 2008 · NZAC 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI ACWI ETF · $32.8B$15,747

ACWI

NZAC

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $191M$14,736

$10,000 five years ago, dividends reinvested · they hold 57.5% in common

ACWIMeasureNZAC

+8.4%Year to dateJan 1 → Nov 5+4.6%

+10.6%1 yearTotal return+6.3%

+21.2%3 years · per year$10,000 became $17,791 · $17,084+19.5%

+9.5%5 years · per year$10,000 became $15,747 · $14,736+8.1%

0.32%Expense ratio$32 · $12 a year on $10k · lower is better0.12%

1.47%Trailing 12-mo yield$147 · $212 a year on $10k2.12%

−9.7%Worst dropSmaller is better−10.1%

14.6%VolatilityLower is calmer15.0%

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

6–2ACWI wins

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

More Ways to See the Pairs

ACWI vs NZAC: Top 5 Holdings

Today

ACWI

17.5%in top 5

NZAC

in top 520.2%

ACWIStockNZAC

4.5%NVDA5.7%

5.0%AAPL5.6%

3.8%MSFT4.4%

2.5%AMZN2.6%

not top 5GOOG1.9%

1.7%GOOGLnot top 5

Held in common57.5%

End-of-day Nov 5, 2026 · share of each fund

ACWI vs NZAC Returns, Every Period

iSharesACWI

+9.5%

5 years, per year

NZACSPDR

+8.1%

5 years, per year

ACWINZACFaded: behind in that period

4–0ACWI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ACWI vs NZAC

YTD

iSharesACWI

+8.4%

NZACSPDR

+4.6%

+8.4%Year to date+4.6%

−9.7%Worst drop · 1Y−10.1%

14.6%Volatility · 1Y15.0%

1.5%Yield2.1%

$32.8BAssets$191M

3–1ACWI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACWI, NZAC

Today

0.12%lowest, NZAC

FundExpense ratioFee$10k

NZAC0.12%$12

ACWI0.32%$32

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ACWI, NZAC

2.12%highest, NZAC

FundTrailing yieldYield$10k

NZAC2.12%$212

ACWI1.47%$147

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, NZAC

NZAC$212 − $12 = $200

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ACWI, NZAC

Today

57.5%most shared, ACWI and NZAC

ACWINZAC

ACWI—57.5%

NZAC57.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.6%ACWI, at 14.6% volatility

ACWIWorst drop−9.7%14.6% vol

NZACWorst drop−10.1%15.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NZACACWI

+4.6%Year to date+8.4%

2.1%Yield1.5%

+6.3%Past year+10.6%

0.12%Fee0.32%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026