ACWI vs DFAW

AACWI

BDFAW

Measures won2–3DFAW wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.24%DFAW · $24 on $10k

Most income1.42%ACWI · $142 on $10k

Smallest drop−8.9%DFAW · worst fall in 1Y

Held in common0.0%ACWI and DFAW

ACWI

DFAW

iShares MSCI ACWI ETF · $32.2BDimensional - World Equity ETF · $1.7B

+22.9%3 years · per year$18,581 · $18,478+22.7%

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

0.32%Expense ratio$32 · $24 on $10k · lower wins0.24%

1.42%12-mo yield$142 · $128 on $10k1.28%

−9.7%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins12.9%

2–3DFAW wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · DFAW

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.2B
2	BDFAW	Dimensional - World Equity ETFRead Desk		0.24%	1.28%	+1.6%	+15.0%	+17.5%	+22.7%	new	−8.9%	$1.7B

End-of-day Nov 4, 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%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.2B
2	BDFAW	Dimensional - World Equity ETFRead Desk		0.24%	1.28%	+1.6%	+15.0%	+17.5%	+22.7%	new	−8.9%	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs DFAW

ACWI

iShares MSCI ACWI

$16,513

DFAW

Dimensional - World Equity

[…]

MeasureACWIDFAW

Fee0.32%0.24%

Cost on $10k a year$32$24

Yield1.42%1.28%

5 years, per year+10.6%[…]

3 years, per year+22.9%+22.7%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.2%12.9%

3–2measures won
DFAW first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ACWI, DFAW

Today

0.0%most shared, ACWI and DFAW

ACWIDFAW

ACWI—0.0%

DFAW0.0%—

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

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

DFAW$128 − $24 = $104

KeptFee

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