Compare · 2 funds side by side · dividends reinvested

RGEF and ACWI

RGEFRockefeller×ACWIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,513ACWI · best of the two

02 / 04

RGEF and ACWI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI ACWI ETFInternational · Global0.32%1.42%+12.7%+13.5%+22.9%+10.6%−9.7%14.2%$32.2B1.3

Rockefeller Global Equity ETFInternational · Global0.55%0.96%+14.9%+16.3%[…][…]−10.0%16.0%$780M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: RGEF 2024 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller Global Equity ETF · $780M[…]

RGEF

ACWI

iShares MSCI ACWI ETF · $32.2B$16,513

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

RGEFMeasureACWI

+14.9%Year to dateJan 1 → Nov 4+12.7%

+16.3%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,581+22.9%

[…]5 years · per year$10,000 became […] · $16,513+10.6%

0.55%Expense ratio$55 · $32 a year on $10k · lower is better0.32%

0.96%Trailing 12-mo yield$96 · $142 a year on $10k1.42%

−10.0%Worst dropSmaller is better−9.7%

16.0%VolatilityLower is calmer14.2%

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

2–4ACWI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RGEF vs ACWI: Top 5 Holdings

Today

RGEF

20.7%in top 5

ACWI

in top 517.3%

RGEFStockACWI

5.1%MSFT3.6%

not top 5AAPL4.8%

3.8%NVDA4.7%

4.6%GOOGLnot top 5

3.7%005930.Knot top 5

3.5%AMZN2.4%

not top 52330.TW1.7%

Held in common26.3%

End-of-day Nov 4, 2026 · share of each fund

RGEF vs ACWI Returns, Every Period

RockefellerRGEF

+16.3%

past year

ACWIiShares

+13.5%

past year

RGEFACWIFaded: behind in that period

2–0RGEF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

RGEF vs ACWI

YTD

RockefellerRGEF

+14.9%

ACWIiShares

+12.7%

+14.9%Year to date+12.7%

−10.0%Worst drop · 1Y−9.7%

16.0%Volatility · 1Y14.2%

1.0%Yield1.4%

$780MAssets$32.2B

3–1ACWI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RGEF, ACWI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

RGEF0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RGEF, ACWI

1.42%highest, ACWI

FundTrailing yieldYield$10k

ACWI1.42%$142

RGEF0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

RGEF$96 − $55 = $41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RGEF, ACWI

Today

26.3%most shared, RGEF and ACWI

RGEFACWI

RGEF—26.3%

ACWI26.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%RGEF, at 16.0% volatility

ACWIWorst drop−9.7%14.2% vol

RGEFWorst drop−10.0%16.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ACWIRGEF

+12.7%Year to date+14.9%

1.4%Yield1.0%

+13.5%Past year+16.3%

0.32%Fee0.55%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026