ACWI vs GUNR

AACWI

BGUNR

Measures won5–1ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,162ACWI · GUNR $15,648

Lowest cost0.32%ACWI · $32 on $10k

Most income2.35%GUNR · $235 on $10k

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

Held in common4.4%ACWI and GUNR

ACWI

GUNR

iShares MSCI ACWI ETF · $32.2BNorthern Trust Morningstar Global Upstream Natural Resources ETF · $7.0B

+22.7%3 years · per year$18,488 · $14,770+13.9%

+10.1%5 years · per year$16,162 · $15,648+9.4%

0.32%Expense ratio$32 · $47 on $10k · lower wins0.47%

1.44%12-mo yield$144 · $235 on $10k2.35%

−9.7%Worst dropSmaller wins−11.7%

14.1%VolatilityLower wins16.7%

5–1ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · GUNR

0.8%XOM6.1%

0.4%CVX4.2%

0.3%SHEL.L4.6%

0.2%BHP.AX4.7%

Held in common4.4%

End-of-day Nov 3, 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%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
2	BGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.35%	−1.3%	+16.2%	+23.5%	+13.9%	+9.4%	−11.7%	$7.0B

End-of-day Nov 3, 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%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
2	BGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.35%	−1.3%	+16.2%	+23.5%	+13.9%	+9.4%	−11.7%	$7.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs GUNR

ACWI

iShares MSCI ACWI

$16,162

GUNR

Northern Trust Morningstar Global Upstream Natural Resources

$15,648

MeasureACWIGUNR

Fee0.32%0.47%

Cost on $10k a year$32$47

Yield1.44%2.35%

5 years, per year+10.1%+9.4%

3 years, per year+22.7%+13.9%

Worst drop · 1Y−9.7%−11.7%

Volatility · 1Y14.1%16.7%

5–1measures won
ACWI first

4.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ACWI, GUNR

Today

4.4%most shared, ACWI and GUNR

ACWIGUNR

ACWI—4.4%

GUNR4.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$188most kept, GUNR

GUNR$235 − $47 = $188

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee