Compare · 2 funds side by side · dividends reinvested

NZAC and ACWI

NZACSPDR×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

NZAC and ACWI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI ACWI ETFInternational · Global0.32%1.44%+10.9%+11.9%+22.7%+10.1%−9.7%14.1%$32.2B1.3

State Street SPDR MSCI ACWI Climate Paris Aligned ETFInternational · Global0.12%2.07%+6.9%+7.3%+21.1%+8.6%−10.1%14.3%$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 3, 2026 · returns include dividends · since: NZAC 2014 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $191M$15,078

NZAC

ACWI

iShares MSCI ACWI ETF · $32.2B$16,162

$10,000 five years ago, dividends reinvested · they hold 52.6% in common

NZACMeasureACWI

+6.9%Year to dateJan 1 → Nov 3+10.9%

+7.3%1 yearTotal return+11.9%

+21.1%3 years · per year$10,000 became $17,744 · $18,488+22.7%

+8.6%5 years · per year$10,000 became $15,078 · $16,162+10.1%

0.12%Expense ratio$12 · $32 a year on $10k · lower is better0.32%

2.07%Trailing 12-mo yield$207 · $144 a year on $10k1.44%

−10.1%Worst dropSmaller is better−9.7%

14.3%VolatilityLower is calmer14.1%

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

2–6ACWI wins

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

More Ways to See the Pairs

NZAC vs ACWI: Top 5 Holdings

Today

NZAC

20.2%in top 5

ACWI

in top 517.3%

NZACStockACWI

6.1%NVDA4.6%

5.6%AAPL5.0%

4.2%MSFT3.6%

2.4%AMZN2.3%

1.9%GOOGnot top 5

not top 52330.TW1.8%

Held in common52.6%

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

NZAC vs ACWI Returns, Every Period

SPDRNZAC

+8.6%

5 years, per year

ACWIiShares

+10.1%

5 years, per year

NZACACWIFaded: behind in that period

0–4ACWI wins

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

NZAC vs ACWI

YTD

SPDRNZAC

+6.9%

ACWIiShares

+10.9%

+6.9%Year to date+10.9%

−10.1%Worst drop · 1Y−9.7%

14.3%Volatility · 1Y14.1%

2.1%Yield1.4%

$191MAssets$32.2B

3–1ACWI wins

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

Cost, Income and Risk

Fees: NZAC, ACWI

Today

0.12%lowest, NZAC

FundExpense ratioFee$10k

NZAC0.12%$12

ACWI0.32%$32

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

Yields: NZAC, ACWI

2.07%highest, NZAC

FundTrailing yieldYield$10k

NZAC2.07%$207

ACWI1.44%$144

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

Income After Fees on $10,000

$195most kept, NZAC

NZAC$207 − $12 = $195

ACWI$144 − $32 = $112

KeptFee

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

Overlap: NZAC, ACWI

Today

52.6%most shared, NZAC and ACWI

NZACACWI

NZAC—52.6%

ACWI52.6%—

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

Return vs Bumpiness: 2 ETFs

+11.9%ACWI, at 14.1% volatility

ACWIWorst drop−9.7%14.1% vol

NZACWorst drop−10.1%14.3% vol

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

Paid More vs Made More

YTD

NZACACWI

+6.9%Year to date+10.9%

2.1%Yield1.4%

+7.3%Past year+11.9%

0.12%Fee0.32%

2–2level

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