ACWI vs AQLT

AACWI

BAQLT

Measures won3–1ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income2.44%VEA · $244 on $10k

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

Held in common42.4%ACWI and AQLT

ACWI

AQLT

iShares MSCI ACWI ETF · $32.3BiShares MSCI Global Quality Factor ETF · $339M

+21.0%3 years · per year$17,717 · […][…]

+10.0%5 years · per year$16,115 · […][…]

0.32%Expense ratio$32 · $22 on $10k · lower wins0.22%

1.44%12-mo yield$144 · $99 on $10k0.99%

−9.7%Worst dropSmaller wins−10.7%

14.8%VolatilityLower wins15.7%

3–1ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · AQLT

5.1%AAPL5.7%

4.4%NVDA4.2%

3.8%MSFT6.3%

1.7%GOOGL2.0%

Held in common42.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$32.3B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	BAQLT	iShares MSCI Global Quality Factor ETFRead Desk	0.22%	0.99%	+2.9%	+12.7%	+16.7%	new	new	−10.7%	$339M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$32.3B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	BAQLT	iShares MSCI Global Quality Factor ETFRead Desk	0.22%	0.99%	+2.9%	+12.7%	+16.7%	new	new	−10.7%	$339M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs AQLT

ACWI

iShares MSCI ACWI

$16,115

AQLT

iShares MSCI Global Quality Factor

[…]

MeasureACWIAQLT

Fee0.32%0.22%

Cost on $10k a year$32$22

Yield1.44%0.99%

5 years, per year+10.0%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−9.7%−10.7%

Volatility · 1Y14.8%15.7%

3–1measures won
ACWI first

42.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ACWI, AQLT, VEA

Today

42.4%most shared, ACWI and AQLT

ACWIAQLTVEA

ACWI—42.4%25.6%

AQLT42.4%—16.2%

VEA25.6%16.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$241most kept, VEA

VEA$244 − $3 = $241

ACWI$144 − $32 = $112

AQLT$99 − $22 = $77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee