ACWI vs DVAL

AACWI

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI · IEMG $13,713

Lowest cost0.09%IEMG · $9 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]ACWI and DVAL

ACWI

DVAL

iShares MSCI ACWI ETF · $32.8BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+22.9%3 years · per year$18,581 · $15,457+15.6%

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

0.32%Expense ratio$32 · $49 on $10k · lower wins0.49%

1.42%12-mo yield$142 · $515 on $10k5.15%

−9.7%Worst dropSmaller wins−6.2%

14.2%VolatilityLower wins10.4%

2–3DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · DVAL

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

Held in common[…]

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

All Three

5Y3 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 4, 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%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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 DVAL

ACWI

iShares MSCI ACWI

$16,513

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureACWIDVAL

Fee0.32%0.49%

Cost on $10k a year$32$49

Yield1.42%5.15%

5 years, per year+10.6%[…]

3 years, per year+22.9%+15.6%

Worst drop · 1Y−9.7%−6.2%

Volatility · 1Y14.2%10.4%

3–2measures won
DVAL first

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

VWO vs IEMG

YTD

VanguardVWO

+5.0%

IEMGiShares

+12.4%

+5.0%Year to date+12.4%

2.2%Yield2.4%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ACWI, DVAL, IEMG

Today

10.7%most shared, ACWI and IEMG

ACWIDVALIEMG

ACWI—[…]10.7%

DVAL[…]—[…]

IEMG10.7%[…]—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

IEMG$240 − $9 = $231

ACWI$142 − $32 = $110

KeptFee

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