ACWI vs NZAC

AACWI

BNZAC

Measures won4–2ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI · NZAC $14,796

Lowest cost0.05%VXUS · $5 on $10k

Most income2.45%VXUS · $245 on $10k

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

Held in common57.0%ACWI and NZAC

ACWI

NZAC

iShares MSCI ACWI ETF · $31.5BState Street SPDR MSCI ACWI Climate Paris Aligned ETF · $189M

+20.8%3 years · per year$17,609 · $17,009+19.4%

+9.6%5 years · per year$15,783 · $14,796+8.2%

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

1.47%12-mo yield$147 · $211 on $10k2.11%

−9.7%Worst dropSmaller wins−10.1%

14.6%VolatilityLower wins15.0%

4–2ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · NZAC

5.1%AAPL5.7%

4.2%NVDA5.4%

3.8%MSFT4.4%

2.5%AMZN2.6%

Held in common57.0%

End-of-day Nov 6, 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%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
2	BNZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk	0.12%	2.11%	+0.2%	+4.9%	+5.9%	+19.4%	+8.2%	−10.1%	$189M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
2	BNZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk	0.12%	2.11%	+0.2%	+4.9%	+5.9%	+19.4%	+8.2%	−10.1%	$189M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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

$15,783

NZAC

SPDR MSCI ACWI Climate Paris Aligned

$14,796

MeasureACWINZAC

Fee0.32%0.12%

Cost on $10k a year$32$12

Yield1.47%2.11%

5 years, per year+9.6%+8.2%

3 years, per year+20.8%+19.4%

Worst drop · 1Y−9.7%−10.1%

Volatility · 1Y14.6%15.0%

4–2measures won
ACWI first

57.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ACWI, NZAC, VXUS

Today

57.0%most shared, ACWI and NZAC

ACWINZACVXUS

ACWI—57.0%33.3%

NZAC57.0%—18.1%

VXUS33.3%18.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$240most kept, VXUS

VXUS$245 − $5 = $240

NZAC$211 − $12 = $199

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee