ACWI vs DVAL

AACWI

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI · VT $15,576

Lowest cost0.03%VEA · $3 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

+21.2%3 years · per year$17,791 · $15,457+15.6%

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

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

1.47%12-mo yield$147 · $515 on $10k5.15%

−9.7%Worst dropSmaller wins−6.2%

14.6%VolatilityLower wins10.4%

2–3DVAL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACWI · DVAL

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

Held in common[…]

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 Four

5Y4 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$32.8B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	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
4	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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$32.8B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	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
4	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 5, 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

$15,747

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureACWIDVAL

Fee0.32%0.49%

Cost on $10k a year$32$49

Yield1.47%5.15%

5 years, per year+9.5%[…]

3 years, per year+21.2%+15.6%

Worst drop · 1Y−9.7%−6.2%

Volatility · 1Y14.6%10.4%

3–2measures won
DVAL first

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$193B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ACWI, DVAL, VT, VEA

Today

82.5%most shared, ACWI and VT

ACWIDVALVTVEA

ACWI—[…]82.5%25.6%

DVAL[…]—[…][…]

VT82.5%[…]—23.3%

VEA25.6%[…]23.3%—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

VEA$250 − $3 = $247

VT$159 − $6 = $153

ACWI$147 − $32 = $115

KeptFee

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