IEFA vs ACWI

AIEFA

BACWI

Measures won2–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI · IEFA $15,228

Lowest cost0.07%IEFA · $7 on $10k

Most income3.34%IEFA · $334 on $10k

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

Held in common21.0%IEFA and ACWI

IEFA

ACWI

iShares Core MSCI EAFE ETF · $193BiShares MSCI ACWI ETF · $32.8B

+20.6%3 years · per year$17,523 · $18,581+22.9%

+8.8%5 years · per year$15,228 · $16,513+10.6%

0.07%Expense ratio$7 · $32 on $10k · lower wins0.32%

3.34%12-mo yield$334 · $142 on $10k1.42%

−11.5%Worst dropSmaller wins−9.7%

16.0%VolatilityLower wins14.2%

2–4ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIEFA · ACWI

2.4%ASML.AS0.6%

1.3%ROP.SW0.3%

1.2%SHEL.L0.3%

1.2%NOVN.SW0.3%

Held in common21.0%

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

All Three

5Y3 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	AIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	AIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

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

IEFA vs ACWI

IEFA

iShares Core MSCI EAFE

$15,228

ACWI

iShares MSCI ACWI

$16,514

MeasureIEFAACWI

Fee0.07%0.32%

Cost on $10k a year$7$32

Yield3.34%1.42%

5 years, per year+8.8%+10.6%

3 years, per year+20.6%+22.9%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y16.0%14.2%

4–2measures won
ACWI first

21.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

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

Overlap: ACWI, WCME, IEFA

Today

21.0%most shared, ACWI and IEFA

ACWIWCMEIEFA

ACWI—4.3%21.0%

WCME4.3%—1.2%

IEFA21.0%1.2%—

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

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

ACWI$142 − $32 = $110

WCME$37 − $95 = −$58

KeptFee

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