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

iShares MSCI ACWI ETF · $32.2B$16,162

ACWI

NZAC

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

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

ACWIMeasureNZAC

+10.9%Year to dateJan 1 → Nov 3+6.9%

+11.9%1 yearTotal return+7.3%

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

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

0.32%Expense ratio$32 · $12 a year on $10k · lower is better0.12%

1.44%Trailing 12-mo yield$144 · $207 a year on $10k2.07%

−9.7%Worst dropSmaller is better−10.1%

14.1%VolatilityLower is calmer14.3%

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

6–2ACWI 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 NZAC: Top 5 Holdings

Today

ACWI

17.3%in top 5

NZAC

in top 520.2%

ACWIStockNZAC

4.6%NVDA6.1%

5.0%AAPL5.6%

3.6%MSFT4.2%

2.3%AMZN2.4%

not top 5GOOG1.9%

1.8%2330.TWnot top 5

Held in common52.6%

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

ACWI vs NZAC Returns, Every Period

iSharesACWI

+10.1%

5 years, per year

NZACSPDR

+8.6%

5 years, per year

ACWINZACFaded: behind in that period

4–0ACWI wins

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

ACWI vs NZAC

YTD

iSharesACWI

+10.9%

NZACSPDR

+6.9%

+10.9%Year to date+6.9%

−9.7%Worst drop · 1Y−10.1%

14.1%Volatility · 1Y14.3%

1.4%Yield2.1%

$32.2BAssets$191M

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