ACWI vs VT

AACWI

BVT

Measures won3–2ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · VT $15,957

Lowest cost0.06%VT · $6 on $10k

Most income2.42%IEMG · $242 on $10k

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

Held in common81.7%ACWI and VT

ACWI

iShares MSCI ACWI ETF · $32.3BVanguard Total World Stock ETF · $81.8B

+21.0%3 years · per year$17,717 · $17,661+20.9%

+10.0%5 years · per year$16,115 · $15,957+9.8%

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

1.44%12-mo yield$144 · $155 on $10k1.55%

−9.7%Worst dropSmaller wins−9.7%

14.8%VolatilityLower wins14.9%

3–2ACWI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACWI · VT

4.4%NVDA4.5%

5.1%AAPL4.1%

3.8%MSFT3.2%

2.5%AMZN2.0%

Held in common81.7%

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%	$32.3B
2	BVT	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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B
4	WCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	+2.2%	new	new	new	new	[…]	$4M

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%	$32.3B
2	BVT	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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B
4	WCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	+2.2%	new	new	new	new	[…]	$4M

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 VT

ACWI

iShares MSCI ACWI

$16,115

Vanguard Total World Stock

$15,957

MeasureACWIVT

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield1.44%1.55%

5 years, per year+10.0%+9.8%

3 years, per year+21.0%+20.9%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.8%14.9%

3–2measures won
ACWI first

81.7%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

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%

$122BAssets$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, WCMG, VT, IEMG

Today

81.7%most shared, ACWI and VT

ACWIWCMGVTIEMG

ACWI—4.6%81.7%10.6%

WCMG4.6%—4.4%2.9%

VT81.7%4.4%—8.5%

IEMG10.6%2.9%8.5%—

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

Income After Fees on $10,000

$233most kept, IEMG

IEMG$242 − $9 = $233

VT$155 − $6 = $149

ACWI$144 − $32 = $112

WCMG$0 − $85 = −$85

KeptFee

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