ACWI vs SPY

AACWI

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.47%ACWI · $147 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common62.9%ACWI and SPY

ACWI

SPY

iShares MSCI ACWI ETF · $31.4BState Street SPDR S&P 500 ETF · $819B

+21.2%3 years · per year$17,791 · $18,174+22.0%

+9.5%5 years · per year$15,747 · $17,099+11.3%

0.32%Expense ratio$32 · $9 on $10k · lower wins0.09%

1.47%12-mo yield$147 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · SPY

5.0%AAPL7.7%

4.5%NVDA7.3%

3.8%MSFT6.2%

2.5%AMZN3.9%

Held in common62.9%

End-of-day Nov 5, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B

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

Cards for this view

ACWI vs SPY

ACWI

iShares MSCI ACWI

$15,747

SPY

SPDR S&P 500

$17,099

MeasureACWISPY

Fee0.32%0.09%

Cost on $10k a year$32$9

Yield1.47%1.03%

5 years, per year+9.5%+11.3%

3 years, per year+21.2%+22.0%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.6%13.6%

5–1measures won
SPY first

62.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ACWI, SPY, IVV

Today

99.9%most shared, SPY and IVV

ACWISPYIVV

ACWI—62.9%62.9%

SPY62.9%—99.9%

IVV62.9%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, ACWI

ACWI$147 − $32 = $115

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee