ACWI vs VT

AACWI

BVT

Measures won2–3VT wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI · VT $16,384

Lowest cost0.03%VEA · $3 on $10k

Most income2.41%VEA · $241 on $10k

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

Held in common82.9%ACWI and VT

ACWI

iShares MSCI ACWI ETF · $32.8BVanguard Total World Stock ETF · $81.8B

+22.9%3 years · per year$18,581 · $18,538+22.8%

+10.6%5 years · per year$16,513 · $16,384+10.4%

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

1.42%12-mo yield$142 · $153 on $10k1.53%

−9.7%Worst dropSmaller wins−9.7%

14.2%VolatilityLower wins14.1%

2–3VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACWI · VT

4.7%NVDA4.5%

4.8%AAPL4.1%

3.6%MSFT3.2%

2.4%AMZN2.0%

Held in common82.9%

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 Four

5Y4 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
4	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 Four

5Y4 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
4	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

ACWI vs VT

ACWI

iShares MSCI ACWI

$16,514

Vanguard Total World Stock

$16,384

MeasureACWIVT

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield1.42%1.53%

5 years, per year+10.6%+10.4%

3 years, per year+22.9%+22.8%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.2%14.1%

3–2measures won
VT first

82.9%

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, VT, VEA

Today

82.9%most shared, ACWI and VT

ACWIWCMEVTVEA

ACWI—4.3%82.9%25.6%

WCME4.3%—4.2%6.2%

VT82.9%4.2%—23.3%

VEA25.6%6.2%23.3%—

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

Income After Fees on $10,000

$238most kept, VEA

VEA$241 − $3 = $238

VT$153 − $6 = $147

ACWI$142 − $32 = $110

WCME$37 − $95 = −$58

KeptFee

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