Compare · 3 funds side by side · dividends reinvested

ACWI, WLDR and IEFA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,265WLDR · best of the three

02 / 04

ACWI, WLDR and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Affinity World Leaders Equity ETFInternational · Global1.05%7.33%+26.2%+32.8%+32.9%+17.4%−8.9%18.4%$143M1.5

iShares MSCI ACWI ETFInternational · Global0.32%1.44%+10.9%+11.9%+22.7%+10.1%−9.7%14.1%$32.2B2.1

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.42%+9.2%+13.0%+20.1%+8.1%−11.5%15.8%$189B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: ACWI 2008 · WLDR 2018 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI ACWI ETF · $32.2B$16,162

ACWI

WLDR

Affinity World Leaders Equity ETF · $143M$22,265

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

ACWIMeasureWLDR

+10.9%Year to dateJan 1 → Nov 3+26.2%

+11.9%1 yearTotal return+32.8%

+22.7%3 years · per year$10,000 became $18,488 · $23,486+32.9%

+10.1%5 years · per year$10,000 became $16,162 · $22,265+17.4%

0.32%Expense ratio$32 · $105 a year on $10k · lower is better1.05%

1.44%Trailing 12-mo yield$144 · $733 a year on $10k7.33%

−9.7%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer18.4%

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

2–6WLDR wins

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

More Ways to See the Pairs

ACWI vs WLDR: Top 5 Holdings

Today

ACWI

17.3%in top 5

WLDR

in top 515.7%

ACWIStockWLDR

5.0%AAPLnot top 5

4.6%NVDAnot top 5

3.6%MSFTnot top 5

not top 5VZ3.4%

not top 5OMC3.3%

not top 5MU3.2%

not top 5T3.0%

not top 5HPQ2.8%

2.3%AMZNnot top 5

1.8%2330.TWnot top 5

Held in common6.9%

End-of-day Nov 3, 2026 · share of each fund

ACWI vs WLDR Returns, Every Period

iSharesACWI

+10.1%

5 years, per year

WLDRSimplify

+17.4%

5 years, per year

ACWIWLDRFaded: behind in that period

0–4WLDR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ACWI vs WLDR

YTD

iSharesACWI

+10.9%

WLDRSimplify

+26.2%

+10.9%Year to date+26.2%

−9.7%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y18.4%

1.4%Yield7.3%

$32.2BAssets$143M

3–1WLDR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACWI, WLDR, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

ACWI0.32%$32

WLDR1.05%$105

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ACWI, WLDR, IEFA

7.33%highest, WLDR

FundTrailing yieldYield$10k

WLDR7.33%$733

IEFA3.42%$342

ACWI1.44%$144

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$628most kept, WLDR

WLDR$733 − $105 = $628

IEFA$342 − $7 = $335

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ACWI, WLDR, IEFA

Today

21.0%most shared, ACWI and IEFA

ACWIWLDRIEFA

ACWI—6.9%21.0%

WLDR6.9%—8.4%

IEFA21.0%8.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.8%WLDR, at 18.4% volatility

ACWIWorst drop−9.7%14.1% vol

IEFAWorst drop−11.5%15.8% vol

WLDRWorst drop−8.9%18.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

WLDRACWI

+26.2%Year to date+10.9%

7.3%Yield1.4%

+32.8%Past year+11.9%

1.05%Fee0.32%

3–1WLDR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+12.1%

IEFAiShares

+9.2%

+12.1%Year to date+9.2%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026