ACWI vs URTH

AACWI

BURTH

Measures won1–5URTH wins · of 6 · 5Y

$10,000 · 5Y$16,957URTH · ACWI $16,513

Lowest cost0.24%URTH · $24 on $10k

Most income1.42%ACWI · $142 on $10k

Smallest drop−9.1%URTH · worst fall in 1Y

Held in common88.5%ACWI and URTH

ACWI

URTH

iShares MSCI ACWI ETF · $32.8BiShares MSCI World ETF · $9.4B

+22.9%3 years · per year$18,581 · $18,683+23.2%

+10.6%5 years · per year$16,513 · $16,957+11.1%

0.32%Expense ratio$32 · $24 on $10k · lower wins0.24%

1.42%12-mo yield$142 · $137 on $10k1.37%

−9.7%Worst dropSmaller wins−9.1%

14.2%VolatilityLower wins13.2%

1–5URTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · URTH

4.8%AAPL5.4%

4.7%NVDA5.3%

3.6%MSFT4.1%

2.4%AMZN2.7%

Held in common88.5%

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.37%	+1.8%	+12.6%	+13.8%	+23.2%	+11.1%	−9.1%	$9.4B
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

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.37%	+1.8%	+12.6%	+13.8%	+23.2%	+11.1%	−9.1%	$9.4B
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

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 URTH

ACWI

iShares MSCI ACWI

$16,514

URTH

iShares MSCI World

$16,957

MeasureACWIURTH

Fee0.32%0.24%

Cost on $10k a year$32$24

Yield1.42%1.37%

5 years, per year+10.6%+11.1%

3 years, per year+22.9%+23.2%

Worst drop · 1Y−9.7%−9.1%

Volatility · 1Y14.2%13.2%

5–0measures won
URTH first

88.5%

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, URTH

Today

88.5%most shared, ACWI and URTH

ACWIURTH

ACWI—88.5%

URTH88.5%—

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

Income After Fees on $10,000

$113most kept, URTH

URTH$137 − $24 = $113

ACWI$142 − $32 = $110

KeptFee

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