WCMG vs ACWI

AWCMG

BACWI

Measures won0–2ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · VT $15,957

Lowest cost0.06%VT · $6 on $10k

Most income1.55%VT · $155 on $10k

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

Held in common4.6%WCMG and ACWI

WCMG

ACWI

First Trust WCM Global Equity ETF · $4MiShares MSCI ACWI ETF · $31.5B

[…]3 years · per year[…] · $17,717+21.0%

[…]5 years · per year[…] · $16,115+10.0%

0.85%Expense ratio$85 · $32 on $10k · lower wins0.32%

0.00%12-mo yield$0 · $144 on $10k1.44%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins14.8%

0–2ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWCMG · ACWI

4.5%GOOGL1.7%

1.7%XOM0.7%

1.6%005930.KS0.7%

1.0%9988.HK0.2%

Held in common4.6%

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 Three

5Y3 funds

#
1	BACWI	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	AWCMG	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 Three

5Y3 funds

#
1	BACWI	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	AWCMG	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

WCMG vs ACWI

WCMG

First Trust WCM Global Equity

[…]

ACWI

iShares MSCI ACWI

$16,115

MeasureWCMGACWI

Fee0.85%0.32%

Cost on $10k a year$85$32

Yield0.00%1.44%

5 years, per year[…]+10.0%

3 years, per year[…]+21.0%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]14.8%

2–0measures won
ACWI first

4.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ACWI, WCMG, VT

Today

81.7%most shared, ACWI and VT

ACWIWCMGVT

ACWI—4.6%81.7%

WCMG4.6%—4.4%

VT81.7%4.4%—

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

Income After Fees on $10,000

$149most kept, VT

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