ACWI vs EFA

AACWI

BEFA

Measures won4–1ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI · EFA $14,850

Lowest cost0.32%ACWI · $32 on $10k

Most income3.28%EFA · $328 on $10k

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

Held in common21.0%ACWI and EFA

ACWI

EFA

iShares MSCI ACWI ETF · $31.4BiShares MSCI EAFE ETF · $76.1B

+21.2%3 years · per year$17,791 · $16,864+19.0%

+9.5%5 years · per year$15,747 · $14,850+8.2%

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

1.47%12-mo yield$147 · $328 on $10k3.28%

−9.7%Worst dropSmaller wins−11.4%

14.6%VolatilityLower wins16.3%

4–1ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · EFA

0.6%ASML.AS2.7%

0.3%ROP.SW1.6%

0.3%HSBA.L1.4%

0.3%SHEL.L1.4%

Held in common21.0%

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

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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

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 EFA

ACWI

iShares MSCI ACWI

$15,747

EFA

iShares MSCI EAFE

$14,850

MeasureACWIEFA

Fee0.32%0.32%

Cost on $10k a year$32$32

Yield1.47%3.28%

5 years, per year+9.5%+8.2%

3 years, per year+21.2%+19.0%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y14.6%16.3%

4–1measures won
ACWI first

21.0%

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, EFA

Today

21.0%most shared, ACWI and EFA

ACWIEFA

ACWI—21.0%

EFA21.0%—

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

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

ACWI$147 − $32 = $115

KeptFee

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