Compare · 2 funds side by side · dividends reinvested

SROI and ACWI

SROICalamos×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

SROI 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%$32.2B1.0

Calamos Antetokounmpo Global Sustainable Equities ETFInternational · Global0.95%0.54%+12.1%+12.2%+18.2%[…]−10.2%14.6%$17M2.0

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: SROI 2023 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Antetokounmpo Global Sustainable Equities ETF · $17M[…]

SROI

ACWI

iShares MSCI ACWI ETF · $32.2B$16,513

$10,000 five years ago, dividends reinvested · they hold 29.8% in common

SROIMeasureACWI

+12.1%Year to dateJan 1 → Nov 4+12.7%

+12.2%1 yearTotal return+13.5%

+18.2%3 years · per year$10,000 became $16,517 · $18,581+22.9%

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

0.95%Expense ratio$95 · $32 a year on $10k · lower is better0.32%

0.54%Trailing 12-mo yield$54 · $142 a year on $10k1.42%

−10.2%Worst dropSmaller is better−9.7%

14.6%VolatilityLower is calmer14.2%

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

0–7ACWI wins

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

More Ways to See the Pairs

SROI vs ACWI: Top 5 Holdings

Today

SROI

20.6%in top 5

ACWI

in top 517.3%

SROIStockACWI

4.6%AAPL4.8%

3.9%NVDA4.7%

4.6%GOOGLnot top 5

4.1%MSFT3.6%

3.4%TSMnot top 5

not top 5AMZN2.4%

not top 52330.TW1.7%

Held in common29.8%

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

SROI vs ACWI Returns, Every Period

CalamosSROI

+12.2%

past year

ACWIiShares

+13.5%

past year

SROIACWIFaded: behind in that period

0–3ACWI wins

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

SROI vs ACWI

YTD

CalamosSROI

+12.1%

ACWIiShares

+12.7%

+12.1%Year to date+12.7%

−10.2%Worst drop · 1Y−9.7%

14.6%Volatility · 1Y14.2%

0.5%Yield1.4%

$16.7MAssets$32.2B

4–0ACWI wins

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

Cost, Income and Risk

Fees: SROI, ACWI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

SROI0.95%$95

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

Yields: SROI, ACWI

1.42%highest, ACWI

FundTrailing yieldYield$10k

ACWI1.42%$142

SROI0.54%$54

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

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

SROI$54 − $95 = −$41

KeptFee

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

Overlap: SROI, ACWI

Today

29.8%most shared, SROI and ACWI

SROIACWI

SROI—29.8%

ACWI29.8%—

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

Return vs Bumpiness: 2 ETFs

+13.5%ACWI, at 14.2% volatility

ACWIWorst drop−9.7%14.2% vol

SROIWorst drop−10.2%14.6% vol

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

Paid More vs Made More

YTD

ACWISROI

+12.7%Year to date+12.1%

1.4%Yield0.5%

+13.5%Past year+12.2%

0.32%Fee0.95%

4–0ACWI wins

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