Compare · 3 funds side by side · dividends reinvested

ACWI, SFGV and IEFA

ACWIiShares×SFGVSequoia Financial Group×IEFAiShares×

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, SFGV and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sequoia Global Value ETFInternational · Global0.38%2.21%+16.6%+21.3%[…][…]−8.4%11.7%$1.2B1.5

iShares MSCI ACWI ETFInternational · Global0.32%1.44%+11.2%+13.9%+21.0%+10.0%−9.7%14.8%$31.5B2.0

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$187B2.1

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 · SFGV 2024 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI ACWI ETF · $31.5B$16,115

ACWI

SFGV

Sequoia Global Value ETF · $1.2B[…]

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

ACWIMeasureSFGV

+11.2%Year to dateJan 1 → Nov 9+16.6%

+13.9%1 yearTotal return+21.3%

+21.0%3 years · per year$10,000 became $17,717 · […][…]

+10.0%5 years · per year$10,000 became $16,115 · […][…]

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

1.44%Trailing 12-mo yield$144 · $221 a year on $10k2.21%

−9.7%Worst dropSmaller is better−8.4%

14.8%VolatilityLower is calmer11.7%

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

1–5SFGV wins

End-of-day Nov 9, 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

17.5%in top 5

SFGV

in top 539.9%

ACWIStockSFGV

not top 5VEA19.8%

not top 5VWO6.0%

not top 5AVRE5.2%

5.1%AAPLnot top 5

not top 5AVDV5.0%

4.4%NVDAnot top 5

not top 5AVES3.9%

3.8%MSFTnot top 5

2.5%AMZNnot top 5

1.7%GOOGLnot top 5

Held in common18.2%

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

ACWI vs SFGV Returns, Every Period

iSharesACWI

+13.9%

past year

SFGVSequoia Financial Group

+21.3%

past year

ACWISFGVFaded: behind in that period

0–2SFGV wins

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

ACWI vs IEFA

YTD

iSharesACWI

+11.2%

IEFAiShares

+11.1%

+11.2%Year to date+11.1%

−9.7%Worst drop · 1Y−11.5%

14.8%Volatility · 1Y16.5%

1.4%Yield3.4%

$31.5BAssets$187B

3–1ACWI wins

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

Cost, Income and Risk

Fees: ACWI, SFGV, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

ACWI0.32%$32

SFGV0.38%$38

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

Yields: ACWI, SFGV, IEFA

3.36%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.36%$336

SFGV2.21%$221

ACWI1.44%$144

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

SFGV$221 − $38 = $183

ACWI$144 − $32 = $112

KeptFee

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

Overlap: ACWI, SFGV, IEFA

Today

21.2%most shared, ACWI and IEFA

ACWISFGVIEFA

ACWI—18.2%21.2%

SFGV18.2%—0.0%

IEFA21.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+21.3%SFGV, at 11.7% volatility

SFGVWorst drop−8.4%11.7% vol

ACWIWorst drop−9.7%14.8% vol

IEFAWorst drop−11.5%16.5% vol

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

Paid More vs Made More

YTD

IEFASFGV

+11.1%Year to date+16.6%

3.4%Yield2.2%

+15.8%Past year+21.3%

0.07%Fee0.38%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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