ACWI vs WLDR

AACWI

BWLDR

Measures won2–4WLDR wins · of 6 · 5Y

$10,000 · 5Y$22,265WLDR · ACWI $16,162

Lowest cost0.07%IEFA · $7 on $10k

Most income7.33%WLDR · $733 on $10k

Smallest drop−8.9%WLDR · worst fall in 1Y

Held in common6.9%ACWI and WLDR

ACWI

WLDR

iShares MSCI ACWI ETF · $32.2BAffinity World Leaders Equity ETF · $143M

+22.7%3 years · per year$18,488 · $23,486+32.9%

+10.1%5 years · per year$16,162 · $22,265+17.4%

0.32%Expense ratio$32 · $105 on $10k · lower wins1.05%

1.44%12-mo yield$144 · $733 on $10k7.33%

−9.7%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins18.4%

2–4WLDR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · WLDR

1.0%MU3.2%

0.3%SHEL.L0.6%

0.3%CAT1.1%

0.2%VZ3.4%

Held in common6.9%

End-of-day Nov 3, 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	BWLDR	Affinity World Leaders Equity ETFRead Desk	1.05%	7.33%	−0.4%	+26.2%	+32.8%	+32.9%	+17.4%	−8.9%	$143M
2	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.42%	−0.6%	+9.2%	+13.0%	+20.1%	+8.1%	−11.5%	$189.0B

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

All Three

5Y3 funds

#
1	BWLDR	Affinity World Leaders Equity ETFRead Desk	1.05%	7.33%	−0.4%	+26.2%	+32.8%	+32.9%	+17.4%	−8.9%	$143M
2	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.42%	−0.6%	+9.2%	+13.0%	+20.1%	+8.1%	−11.5%	$189.0B

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

Cards for this view

ACWI vs WLDR

ACWI

iShares MSCI ACWI

$16,162

WLDR

Affinity World Leaders Equity

$22,265

MeasureACWIWLDR

Fee0.32%1.05%

Cost on $10k a year$32$105

Yield1.44%7.33%

5 years, per year+10.1%+17.4%

3 years, per year+22.7%+32.9%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.1%18.4%

4–2measures won
WLDR first

6.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.1%

IEFAiShares

+9.2%

+12.1%Year to date+9.2%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ACWI, WLDR, IEFA

Today

21.0%most shared, ACWI and IEFA

ACWIWLDRIEFA

ACWI—6.9%21.0%

WLDR6.9%—8.4%

IEFA21.0%8.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$628most kept, WLDR

WLDR$733 − $105 = $628

IEFA$342 − $7 = $335

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee