ACWI vs AVOS

AACWI

BAVOS

Measures won2–0ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income1.47%ACWI · $147 on $10k

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

Held in common26.6%ACWI and AVOS

ACWI

AVOS

iShares MSCI ACWI ETF · $31.4BAvos Global Equities ETF · $120M

+21.2%3 years · per year$17,791 · […][…]

+9.5%5 years · per year$15,747 · […][…]

0.32%Expense ratio$32 · $64 on $10k · lower wins0.64%

1.47%12-mo yield$147 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins[…]

14.6%VolatilityLower wins[…]

2–0ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · AVOS

5.0%AAPL2.7%

3.8%MSFT2.3%

1.7%GOOGL1.9%

2.5%AMZN1.5%

Held in common26.6%

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

Both

5Y2 funds

#			Trend
1	AACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	BAVOS	Avos Global Equities ETFRead Desk		0.64%	0.00%	−2.4%	new	new	new	new	[…]	$120M

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

Both

5Y2 funds

#			Trend
1	AACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	BAVOS	Avos Global Equities ETFRead Desk		0.64%	0.00%	−2.4%	new	new	new	new	[…]	$120M

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

Cards for this view

ACWI vs AVOS

ACWI

iShares MSCI ACWI

$15,747

AVOS

Avos Global Equities

[…]

MeasureACWIAVOS

Fee0.32%0.64%

Cost on $10k a year$32$64

Yield1.47%0.00%

5 years, per year+9.5%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y14.6%[…]

2–0measures won
ACWI first

26.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ACWI, AVOS

Today

26.6%most shared, ACWI and AVOS

ACWIAVOS

ACWI—26.6%

AVOS26.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, ACWI

ACWI$147 − $32 = $115

AVOS$0 − $64 = −$64

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee