Compare · 2 funds side by side · dividends reinvested

DVAL and ACWI

DVALFranklin Templeton×ACWIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,162ACWI · best of the two

02 / 04

DVAL and ACWI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.5%+15.0%[…]−6.2%10.4%$60M1.3

iShares MSCI ACWI ETFInternational · Global0.32%1.44%+10.9%+11.9%+22.7%+10.1%−9.7%14.1%$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 3, 2026 · returns include dividends · since: DVAL 2006 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI ACWI ETF · $32.2B$16,162

ACWI

DVAL

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

$10,000 five years ago, dividends reinvested

ACWIMeasureDVAL

+10.9%Year to dateJan 1 → Nov 3+13.0%

+11.9%1 yearTotal return+15.5%

+22.7%3 years · per year$10,000 became $18,488 · $15,218+15.0%

+10.1%5 years · per year$10,000 became $16,162 · […][…]

0.32%Expense ratio$32 · $49 a year on $10k · lower is better0.49%

1.44%Trailing 12-mo yield$144 · $515 a year on $10k5.15%

−9.7%Worst dropSmaller is better−6.2%

14.1%VolatilityLower is calmer10.4%

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

2–5DVAL 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 DVAL: Top 5 Holdings

Today

ACWI

17.3%in top 5

DVAL

in top 5[…]

ACWIStockDVAL

5.0%AAPLnot top 5

4.6%NVDAnot top 5

3.6%MSFTnot top 5

2.3%AMZNnot top 5

1.8%2330.TWnot top 5

Held in common[…]

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

ACWI vs DVAL Returns, Every Period

iSharesACWI

+11.9%

past year

DVALFranklin Templeton

+15.5%

past year

ACWIDVALFaded: behind in that period

1–2DVAL wins

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

ACWI vs DVAL

YTD

iSharesACWI

+10.9%

DVALFranklin Templeton

+13.0%

+10.9%Year to date+13.0%

−9.7%Worst drop · 1Y−6.2%

14.1%Volatility · 1Y10.4%

1.4%Yield5.2%

$32.2BAssets$59.8M

4–0DVAL wins

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

Cost, Income and Risk

Fees: DVAL, ACWI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

DVAL0.49%$49

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

Yields: DVAL, ACWI

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

ACWI1.44%$144

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

ACWI$144 − $32 = $112

KeptFee

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

Overlap: DVAL, ACWI

Today

[…]holdings […]

DVALACWI

DVAL—[…]

ACWI[…]—

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

Return vs Bumpiness: 2 ETFs

+15.5%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

ACWIWorst drop−9.7%14.1% vol

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

Paid More vs Made More

YTD

DVALACWI

+13.0%Year to date+10.9%

5.2%Yield1.4%

+15.5%Past year+11.9%

0.49%Fee0.32%

3–1DVAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026