ACWI vs WCMG

AACWI

BWCMG

Measures won2–0ACWI wins · of 6 · 1Y

$10,000 · 1Y$11,217IEFA · ACWI $11,188

Lowest cost0.07%IEFA · $7 on $10k

Most income3.40%IEFA · $340 on $10k

Smallest drop−9.7%ACWI · worst fall in 1Y

Held in common4.6%ACWI and WCMG

iShares MSCI ACWI ETF · $32.5BFirst Trust WCM Global Equity ETF · $4M

+11.3%Year to dateJan 1 → Nov 12[…]

+11.9%1 yearTotal return[…]

0.32%Expense ratio$32 · $85 on $10k · lower wins0.85%

1.43%12-mo yield$143 · $0 on $10k0.00%

Cards for this view

ACWI

iShares MSCI ACWI

$11,188

WCMG

First Trust WCM Global Equity

[…]

MeasureACWIWCMG

Fee0.32%0.85%

Cost on $10k a year$32$85

Yield1.43%0.00%

5 years, per year+9.8%[…]

3 years, per year+20.6%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y14.8%[…]

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
2	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.43%	−0.6%	+11.3%	+11.9%	+20.6%	+9.8%	−9.7%	$32.5B
3	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−0.9%	new	new	new	new	[…]	$4M

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
2	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.43%	−0.6%	+11.3%	+11.9%	+20.6%	+9.8%	−9.7%	$32.5B
3	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−0.9%	new	new	new	new	[…]	$4M

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