Compare · 2 funds side by side · dividends reinvested

ACWI and SFGV

ACWIiShares×SFGVSequoia Financial Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,783ACWI · best of the two

02 / 04

ACWI and SFGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sequoia Global Value ETFInternational · Global0.38%2.26%+14.0%+18.0%[…][…]−8.4%11.5%$1.2B1.2

iShares MSCI ACWI ETFInternational · Global0.32%1.47%+8.4%+10.1%+20.8%+9.6%−9.7%14.6%$31.5B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: ACWI 2008 · SFGV 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI ACWI ETF · $31.5B$15,783

ACWI

SFGV

Sequoia Global Value ETF · $1.2B[…]

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

ACWIMeasureSFGV

+8.4%Year to dateJan 1 → Nov 6+14.0%

+10.1%1 yearTotal return+18.0%

+20.8%3 years · per year$10,000 became $17,609 · […][…]

+9.6%5 years · per year$10,000 became $15,783 · […][…]

0.32%Expense ratio$32 · $38 a year on $10k · lower is better0.38%

1.47%Trailing 12-mo yield$147 · $226 a year on $10k2.26%

−9.7%Worst dropSmaller is better−8.4%

14.6%VolatilityLower is calmer11.5%

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

1–5SFGV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACWI vs SFGV: Top 5 Holdings

Today

ACWI

17.3%in top 5

SFGV

in top 539.8%

ACWIStockSFGV

not top 5VEA19.8%

not top 5VWO5.9%

not top 5AVRE5.2%

5.1%AAPLnot top 5

not top 5AVDV5.0%

4.2%NVDAnot top 5

not top 5AVES3.9%

3.8%MSFTnot top 5

2.5%AMZNnot top 5

1.7%2330.TWnot top 5

Held in common18.2%

End-of-day Nov 6, 2026 · share of each fund

ACWI vs SFGV Returns, Every Period

iSharesACWI

+10.1%

past year

SFGVSequoia Financial Group

+18.0%

past year

ACWISFGVFaded: behind in that period

0–2SFGV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ACWI vs SFGV

YTD

iSharesACWI

+8.4%

SFGVSequoia Financial Group

+14.0%

+8.4%Year to date+14.0%

−9.7%Worst drop · 1Y−8.4%

14.6%Volatility · 1Y11.5%

1.5%Yield2.3%

$31.5BAssets$1.2B

4–0SFGV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACWI, SFGV

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

SFGV0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ACWI, SFGV

2.26%highest, SFGV

FundTrailing yieldYield$10k

SFGV2.26%$226

ACWI1.47%$147

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, SFGV

SFGV$226 − $38 = $188

ACWI$147 − $32 = $115

KeptFee

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

Overlap: ACWI, SFGV

Today

18.2%most shared, ACWI and SFGV

ACWISFGV

ACWI—18.2%

SFGV18.2%—

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

Return vs Bumpiness: 2 ETFs

+18.0%SFGV, at 11.5% volatility

SFGVWorst drop−8.4%11.5% vol

ACWIWorst drop−9.7%14.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SFGVACWI

+14.0%Year to date+8.4%

2.3%Yield1.5%

+18.0%Past year+10.1%

0.38%Fee0.32%

3–1SFGV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026