ACWI vs URTH

AACWI

BURTH

Measures won1–5URTH wins · of 6 · 5Y

$10,000 · 5Y$16,140URTH · ACWI $15,783

Lowest cost0.03%VEA · $3 on $10k

Most income2.51%VEA · $251 on $10k

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

Held in common88.3%ACWI and URTH

ACWI

URTH

iShares MSCI ACWI ETF · $31.5BiShares MSCI World ETF · $9.6B

+20.8%3 years · per year$17,609 · $17,661+20.9%

+9.6%5 years · per year$15,783 · $16,140+10.0%

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

1.47%12-mo yield$147 · $142 on $10k1.42%

−9.7%Worst dropSmaller wins−9.1%

14.6%VolatilityLower wins13.7%

1–5URTH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · URTH

5.1%AAPL5.7%

4.2%NVDA4.7%

3.8%MSFT4.3%

2.5%AMZN2.9%

Held in common88.3%

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	BURTH	iShares MSCI World ETFRead Desk	0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.6B
2	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

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	BURTH	iShares MSCI World ETFRead Desk	0.24%	1.42%	0.0%	+8.2%	+10.2%	+20.9%	+10.0%	−9.1%	$9.6B
2	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

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 URTH

ACWI

iShares MSCI ACWI

$15,783

URTH

iShares MSCI World

$16,140

MeasureACWIURTH

Fee0.32%0.24%

Cost on $10k a year$32$24

Yield1.47%1.42%

5 years, per year+9.6%+10.0%

3 years, per year+20.8%+20.9%

Worst drop · 1Y−9.7%−9.1%

Volatility · 1Y14.6%13.7%

5–1measures won
URTH first

88.3%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ACWI, URTH, VEA

Today

88.3%most shared, ACWI and URTH

ACWIURTHVEA

ACWI—88.3%26.2%

URTH88.3%—26.9%

VEA26.2%26.9%—

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

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

URTH$142 − $24 = $118

ACWI$147 − $32 = $115

KeptFee

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