AQLT vs ACWI

AAQLT

BACWI

Measures won1–3ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.22%AQLT · $22 on $10k

Most income1.42%ACWI · $142 on $10k

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

Held in common42.4%AQLT and ACWI

AQLT

ACWI

iShares MSCI Global Quality Factor ETF · $337MiShares MSCI ACWI ETF · $32.2B

[…]3 years · per year[…] · $18,581+22.9%

[…]5 years · per year[…] · $16,513+10.6%

0.22%Expense ratio$22 · $32 on $10k · lower wins0.32%

0.98%12-mo yield$98 · $142 on $10k1.42%

−10.7%Worst dropSmaller wins−9.7%

14.6%VolatilityLower wins14.2%

1–3ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsAQLT · ACWI

5.4%AAPL4.8%

4.6%NVDA4.7%

6.1%MSFT3.6%

4.9%2330.TW1.7%

Held in common42.4%

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

Both

5Y2 funds

#			Trend
1	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.2B
2	AAQLT	iShares MSCI Global Quality Factor ETFRead Desk		0.22%	0.98%	+1.8%	+13.8%	+15.9%	new	new	−10.7%	$337M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.2B
2	AAQLT	iShares MSCI Global Quality Factor ETFRead Desk		0.22%	0.98%	+1.8%	+13.8%	+15.9%	new	new	−10.7%	$337M

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

AQLT vs ACWI

AQLT

iShares MSCI Global Quality Factor

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureAQLTACWI

Fee0.22%0.32%

Cost on $10k a year$22$32

Yield0.98%1.42%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−10.7%−9.7%

Volatility · 1Y14.6%14.2%

3–1measures won
ACWI first

42.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AQLT, ACWI

Today

42.4%most shared, AQLT and ACWI

AQLTACWI

AQLT—42.4%

ACWI42.4%—

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

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

AQLT$98 − $22 = $76

KeptFee

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