ACWI vs SFGV

AACWI

BSFGV

Measures won1–3SFGV wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI · IEMG $13,373

Lowest cost0.09%IEMG · $9 on $10k

Most income2.49%IEMG · $249 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

+20.8%3 years · per year$17,609 · […][…]

+9.6%5 years · per year$15,783 · […][…]

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

1.47%12-mo yield$147 · $226 on $10k2.26%

−9.7%Worst dropSmaller wins−8.4%

14.6%VolatilityLower wins11.5%

1–3SFGV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · SFGV

5.1%AAPL1.3%

1.3%META1.7%

0.9%JPM0.5%

0.7%XOM0.5%

Held in common18.2%

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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
3	BSFGV	Sequoia Global Value ETFRead Desk	0.38%	2.26%	−0.5%	+14.0%	+18.0%	new	new	−8.4%	$1.2B

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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
3	BSFGV	Sequoia Global Value ETFRead Desk	0.38%	2.26%	−0.5%	+14.0%	+18.0%	new	new	−8.4%	$1.2B

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 SFGV

ACWI

iShares MSCI ACWI

$15,783

SFGV

Sequoia Global Value

[…]

MeasureACWISFGV

Fee0.32%0.38%

Cost on $10k a year$32$38

Yield1.47%2.26%

5 years, per year+9.6%[…]

3 years, per year+20.8%[…]

Worst drop · 1Y−9.7%−8.4%

Volatility · 1Y14.6%11.5%

3–1measures won
SFGV first

18.2%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG 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, SFGV, IEMG

Today

18.2%most shared, ACWI and SFGV

ACWISFGVIEMG

ACWI—18.2%10.8%

SFGV18.2%—0.1%

IEMG10.8%0.1%—

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

Income After Fees on $10,000

$240most kept, IEMG

IEMG$249 − $9 = $240

SFGV$226 − $38 = $188

ACWI$147 − $32 = $115

KeptFee

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