ACWI vs IEFA

AACWI

BIEFA

Measures won4–2ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · VT $15,957

Lowest cost0.06%VT · $6 on $10k

Most income3.36%IEFA · $336 on $10k

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

Held in common21.2%ACWI and IEFA

ACWI

IEFA

iShares MSCI ACWI ETF · $31.5BiShares Core MSCI EAFE ETF · $187B

+21.0%3 years · per year$17,717 · $16,823+18.9%

+10.0%5 years · per year$16,115 · $14,909+8.3%

0.32%Expense ratio$32 · $7 on $10k · lower wins0.07%

1.44%12-mo yield$144 · $336 on $10k3.36%

−9.7%Worst dropSmaller wins−11.5%

14.8%VolatilityLower wins16.5%

4–2ACWI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACWI · IEFA

0.6%ASML.AS2.3%

0.3%ROP.SW1.4%

0.3%HSBA.L1.2%

0.3%NOVN.SW1.2%

Held in common21.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	BIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	BIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs IEFA

ACWI

iShares MSCI ACWI

$16,115

IEFA

iShares Core MSCI EAFE

$14,909

MeasureACWIIEFA

Fee0.32%0.07%

Cost on $10k a year$32$7

Yield1.44%3.36%

5 years, per year+10.0%+8.3%

3 years, per year+21.0%+18.9%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.8%16.5%

4–2measures won
ACWI first

21.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ACWI, WCME, IEFA, VT

Today

81.7%most shared, ACWI and VT

ACWIWCMEIEFAVT

ACWI—4.1%21.2%81.7%

WCME4.1%—1.2%4.2%

IEFA21.2%1.2%—17.9%

VT81.7%4.2%17.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

VT$155 − $6 = $149

ACWI$144 − $32 = $112

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee