ACWI vs VT

AACWI

BVT

Measures won3–2ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI · VT $15,576

Lowest cost0.03%VEA · $3 on $10k

Most income2.50%VEA · $250 on $10k

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

Held in common82.5%ACWI and VT

ACWI

iShares MSCI ACWI ETF · $31.4BVanguard Total World Stock ETF · $81.8B

+21.2%3 years · per year$17,791 · $17,695+21.0%

+9.5%5 years · per year$15,747 · $15,576+9.3%

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

1.47%12-mo yield$147 · $159 on $10k1.59%

−9.7%Worst dropSmaller wins−9.7%

14.6%VolatilityLower wins14.7%

3–2ACWI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACWI · VT

4.5%NVDA4.5%

5.0%AAPL4.1%

3.8%MSFT3.2%

2.5%AMZN2.0%

Held in common82.5%

End-of-day Nov 5, 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%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
4	WCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−2.8%	new	new	new	new	[…]	$3M

End-of-day Nov 5, 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%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
4	WCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−2.8%	new	new	new	new	[…]	$3M

End-of-day Nov 5, 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

$15,747

Vanguard Total World Stock

$15,576

MeasureACWIVT

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield1.47%1.59%

5 years, per year+9.5%+9.3%

3 years, per year+21.2%+21.0%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.6%14.7%

3–2measures won
ACWI first

82.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ACWI, WCMG, VEA, VT

Today

82.5%most shared, ACWI and VT

ACWIWCMGVEAVT

ACWI—4.6%25.6%82.5%

WCMG4.6%—3.9%4.4%

VEA25.6%3.9%—23.3%

VT82.5%4.4%23.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

VT$159 − $6 = $153

ACWI$147 − $32 = $115

WCMG$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee