ACWI vs NZAC

AACWI

BNZAC

Measures won4–2ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI · NZAC $14,736

Lowest cost0.12%NZAC · $12 on $10k

Most income2.12%NZAC · $212 on $10k

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

Held in common57.5%ACWI and NZAC

ACWI

NZAC

iShares MSCI ACWI ETF · $32.8BState Street SPDR MSCI ACWI Climate Paris Aligned ETF · $191M

+21.2%3 years · per year$17,791 · $17,084+19.5%

+9.5%5 years · per year$15,747 · $14,736+8.1%

0.32%Expense ratio$32 · $12 on $10k · lower wins0.12%

1.47%12-mo yield$147 · $212 on $10k2.12%

−9.7%Worst dropSmaller wins−10.1%

14.6%VolatilityLower wins15.0%

4–2ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · NZAC

5.0%AAPL5.6%

4.5%NVDA5.7%

3.8%MSFT4.4%

2.5%AMZN2.6%

Held in common57.5%

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%	$32.8B
2	BNZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.12%	−4.1%	+4.6%	+6.3%	+19.5%	+8.1%	−10.1%	$191M

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%	$32.8B
2	BNZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.12%	−4.1%	+4.6%	+6.3%	+19.5%	+8.1%	−10.1%	$191M

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 NZAC

ACWI

iShares MSCI ACWI

$15,747

NZAC

SPDR MSCI ACWI Climate Paris Aligned

$14,736

MeasureACWINZAC

Fee0.32%0.12%

Cost on $10k a year$32$12

Yield1.47%2.12%

5 years, per year+9.5%+8.1%

3 years, per year+21.2%+19.5%

Worst drop · 1Y−9.7%−10.1%

Volatility · 1Y14.6%15.0%

4–2measures won
ACWI first

57.5%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ACWI, NZAC

Today

57.5%most shared, ACWI and NZAC

ACWINZAC

ACWI—57.5%

NZAC57.5%—

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

Income After Fees on $10,000

$200most kept, NZAC

NZAC$212 − $12 = $200

ACWI$147 − $32 = $115

KeptFee

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