ACWI vs VT

AACWI

BVT

Measures won2–3VT wins · of 6 · 5Y

$10,000 · 5Y$16,162ACWI · VT $16,014

Lowest cost0.06%VT · $6 on $10k

Most income1.56%VT · $156 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common83.3%ACWI and VT

ACWI

iShares MSCI ACWI ETF · $32.2BVanguard Total World Stock ETF · $81.8B

+22.7%3 years · per year$18,488 · $18,441+22.6%

+10.1%5 years · per year$16,162 · $16,014+9.9%

0.32%Expense ratio$32 · $6 on $10k · lower wins0.06%

1.44%12-mo yield$144 · $156 on $10k1.56%

−9.7%Worst dropSmaller wins−9.7%

14.1%VolatilityLower wins14.0%

2–3VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · VT

4.6%NVDA4.5%

5.0%AAPL4.1%

3.6%MSFT3.2%

2.3%AMZN2.0%

Held in common83.3%

End-of-day Nov 3, 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	AACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B

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

Both

5Y2 funds

#			Trend
1	AACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B

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

Cards for this view

ACWI vs VT

ACWI

iShares MSCI ACWI

$16,162

Vanguard Total World Stock

$16,014

MeasureACWIVT

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield1.44%1.56%

5 years, per year+10.1%+9.9%

3 years, per year+22.7%+22.6%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.1%14.0%

3–2measures won
VT first

83.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ACWI, VT

Today

83.3%most shared, ACWI and VT

ACWIVT

ACWI—83.3%

VT83.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$150most kept, VT

VT$156 − $6 = $150

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee