ACWI vs FPAA

AACWI

BFPAA

Measures won2–0ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,912ACWI · IEFA $14,685

Lowest cost0.07%IEFA · $7 on $10k

Most income3.39%IEFA · $339 on $10k

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

Held in common0.0%ACWI and FPAA

iShares MSCI ACWI ETF · $32.6BInvestment Managers Series Trust III - FPA Global Allocation ETF · $36M

+20.5%3 years · per year$17,486 · […][…]

+9.7%5 years · per year$15,912 · […][…]

0.32%Expense ratio$32 · $133 on $10k · lower wins1.33%

1.44%12-mo yield$144 · $50 on $10k0.50%

Cards for this view

ACWI

iShares MSCI ACWI

$15,912

FPAA

Investment Managers Series Trust III - FPA Global Allocation

[…]

MeasureACWIFPAA

Fee0.32%1.33%

Cost on $10k a year$32$133

Yield1.44%0.50%

5 years, per year+9.7%[…]

3 years, per year+20.5%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y14.8%[…]

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	−0.3%	+11.0%	+11.4%	+20.5%	+9.7%	−9.7%	$32.6B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
3	BFPAA	Investment Managers Series Trust III - FPA Global Allocation ETFRead Desk	1.33%	0.50%	+0.3%	new	new	new	new	[…]	$36M

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	−0.3%	+11.0%	+11.4%	+20.5%	+9.7%	−9.7%	$32.6B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
3	BFPAA	Investment Managers Series Trust III - FPA Global Allocation ETFRead Desk	1.33%	0.50%	+0.3%	new	new	new	new	[…]	$36M

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