ACWI vs EFA

AACWI

BEFA

Measures won4–1ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · EFA $15,117

Lowest cost0.09%IEMG · $9 on $10k

Most income3.21%EFA · $321 on $10k

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

Held in common21.2%ACWI and EFA

ACWI

EFA

iShares MSCI ACWI ETF · $32.3BiShares MSCI EAFE ETF · $77.7B

+21.0%3 years · per year$17,717 · $16,732+18.7%

+10.0%5 years · per year$16,115 · $15,117+8.6%

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

1.44%12-mo yield$144 · $321 on $10k3.21%

−9.7%Worst dropSmaller wins−11.4%

14.8%VolatilityLower wins16.6%

4–1ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · EFA

0.6%ASML.AS2.6%

0.3%ROP.SW1.6%

0.3%HSBA.L1.4%

0.3%NOVN.SW1.4%

Held in common21.2%

End-of-day Nov 9, 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%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$32.3B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B

End-of-day Nov 9, 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%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$32.3B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B

End-of-day Nov 9, 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

$16,115

EFA

iShares MSCI EAFE

$15,117

MeasureACWIEFA

Fee0.32%0.32%

Cost on $10k a year$32$32

Yield1.44%3.21%

5 years, per year+10.0%+8.6%

3 years, per year+21.0%+18.7%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y14.8%16.6%

4–1measures won
ACWI first

21.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ACWI, EFA, IEMG

Today

21.2%most shared, ACWI and EFA

ACWIEFAIEMG

ACWI—21.2%10.6%

EFA21.2%—0.0%

IEMG10.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

IEMG$242 − $9 = $233

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee