ACWI vs DFAW

AACWI

BDFAW

Measures won2–3DFAW wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income2.50%VEA · $250 on $10k

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

Held in common0.0%ACWI and DFAW

ACWI

DFAW

iShares MSCI ACWI ETF · $31.4BDimensional - World Equity ETF · $1.7B

+21.2%3 years · per year$17,791 · $17,701+21.0%

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

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

1.47%12-mo yield$147 · $133 on $10k1.33%

−9.7%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.4%

2–3DFAW wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · DFAW

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

Held in common0.0%

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

All Three

5Y3 funds

#
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BDFAW	Dimensional - World Equity ETFRead Desk	0.24%	1.33%	−3.7%	+10.8%	+14.4%	+21.0%	new	−8.9%	$1.7B

End-of-day Nov 5, 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%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BDFAW	Dimensional - World Equity ETFRead Desk	0.24%	1.33%	−3.7%	+10.8%	+14.4%	+21.0%	new	−8.9%	$1.7B

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 DFAW

ACWI

iShares MSCI ACWI

$15,747

DFAW

Dimensional - World Equity

[…]

MeasureACWIDFAW

Fee0.32%0.24%

Cost on $10k a year$32$24

Yield1.47%1.33%

5 years, per year+9.5%[…]

3 years, per year+21.2%+21.0%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.6%13.4%

3–2measures won
DFAW first

0.0%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 5, 2026

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

Overlap: ACWI, DFAW, VEA

Today

25.6%most shared, ACWI and VEA

ACWIDFAWVEA

ACWI—0.0%25.6%

DFAW0.0%—0.0%

VEA25.6%0.0%—

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

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

ACWI$147 − $32 = $115

DFAW$133 − $24 = $109

KeptFee

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