ACWI vs SFGV

AACWI

BSFGV

Measures won1–3SFGV wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · IEFA $14,909

Lowest cost0.07%IEFA · $7 on $10k

Most income3.36%IEFA · $336 on $10k

Smallest drop−8.4%SFGV · worst fall in 1Y

Held in common18.2%ACWI and SFGV

ACWI

SFGV

iShares MSCI ACWI ETF · $31.5BSequoia Global Value ETF · $1.2B

+21.0%3 years · per year$17,717 · […][…]

+10.0%5 years · per year$16,115 · […][…]

0.32%Expense ratio$32 · $38 on $10k · lower wins0.38%

1.44%12-mo yield$144 · $221 on $10k2.21%

−9.7%Worst dropSmaller wins−8.4%

14.8%VolatilityLower wins11.7%

1–3SFGV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · SFGV

1.4%META1.8%

5.1%AAPL1.3%

0.7%XOM0.5%

0.9%JPM0.5%

Held in common18.2%

End-of-day Nov 9, 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%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
3	BSFGV	Sequoia Global Value ETFRead Desk	0.38%	2.21%	+2.2%	+16.6%	+21.3%	new	new	−8.4%	$1.2B

End-of-day Nov 9, 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%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
3	BSFGV	Sequoia Global Value ETFRead Desk	0.38%	2.21%	+2.2%	+16.6%	+21.3%	new	new	−8.4%	$1.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs SFGV

ACWI

iShares MSCI ACWI

$16,115

SFGV

Sequoia Global Value

[…]

MeasureACWISFGV

Fee0.32%0.38%

Cost on $10k a year$32$38

Yield1.44%2.21%

5 years, per year+10.0%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−9.7%−8.4%

Volatility · 1Y14.8%11.7%

3–1measures won
SFGV first

18.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ACWI, SFGV, IEFA

Today

21.2%most shared, ACWI and IEFA

ACWISFGVIEFA

ACWI—18.2%21.2%

SFGV18.2%—0.0%

IEFA21.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

SFGV$221 − $38 = $183

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee