ACWI vs SCHD

AACWI

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ACWI $16,513

Lowest cost0.05%VXUS · $5 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.4%ACWI and SCHD

ACWI

SCHD

iShares MSCI ACWI ETF · $32.8BSchwab U.S. Dividend Equity ETF · $123B

+22.9%3 years · per year$18,581 · $17,908+21.4%

+10.6%5 years · per year$16,513 · $16,881+11.0%

0.32%Expense ratio$32 · $6 on $10k · lower wins0.06%

1.42%12-mo yield$142 · $291 on $10k2.91%

−9.7%Worst dropSmaller wins−6.9%

14.2%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · SCHD

0.4%CVX4.2%

0.4%PG4.3%

0.4%KO4.2%

0.4%UNH4.0%

Held in common5.4%

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B

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 SCHD

ACWI

iShares MSCI ACWI

$16,514

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureACWISCHD

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield1.42%2.91%

5 years, per year+10.6%+11.0%

3 years, per year+22.9%+21.4%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y14.2%11.5%

5–1measures won
SCHD first

5.4%

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

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS 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

Overlap: ACWI, SCHD, VXUS

Today

32.5%most shared, ACWI and VXUS

ACWISCHDVXUS

ACWI—5.4%32.5%

SCHD5.4%—0.0%

VXUS32.5%0.0%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VXUS$237 − $5 = $232

ACWI$142 − $32 = $110

KeptFee

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