ACWI vs RCGE

AACWI

BRCGE

Measures won1–3RCGE wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income1.62%RCGE · $162 on $10k

Smallest drop−9.6%RCGE · worst fall in 1Y

Held in common10.4%ACWI and RCGE

ACWI

RCGE

iShares MSCI ACWI ETF · $32.8BRockCreek Global Equality ETF · $102M

+22.9%3 years · per year$18,581 · […][…]

+10.6%5 years · per year$16,513 · […][…]

0.32%Expense ratio$32 · $95 on $10k · lower wins0.95%

1.42%12-mo yield$142 · $162 on $10k1.62%

−9.7%Worst dropSmaller wins−9.6%

14.2%VolatilityLower wins13.0%

1–3RCGE wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · RCGE

0.5%MA0.5%

0.5%ABBV0.5%

3.6%MSFT0.5%

0.4%PG0.5%

Held in common10.4%

End-of-day Nov 4, 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%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	BRCGE	RockCreek Global Equality ETFRead Desk		0.95%	1.62%	+3.2%	+11.6%	+16.0%	new	new	−9.6%	$102M

End-of-day Nov 4, 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%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	BRCGE	RockCreek Global Equality ETFRead Desk		0.95%	1.62%	+3.2%	+11.6%	+16.0%	new	new	−9.6%	$102M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs RCGE

ACWI

iShares MSCI ACWI

$16,513

RCGE

RockCreek Global Equality

[…]

MeasureACWIRCGE

Fee0.32%0.95%

Cost on $10k a year$32$95

Yield1.42%1.62%

5 years, per year+10.6%[…]

3 years, per year+22.9%[…]

Worst drop · 1Y−9.7%−9.6%

Volatility · 1Y14.2%13.0%

3–1measures won
RCGE first

10.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ACWI, RCGE

Today

10.4%most shared, ACWI and RCGE

ACWIRCGE

ACWI—10.4%

RCGE10.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

RCGE$162 − $95 = $67

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee