AQLT vs ACWI

AAQLT

BACWI

Measures won1–3ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income2.50%VEA · $250 on $10k

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

Held in common42.5%AQLT and ACWI

AQLT

ACWI

iShares MSCI Global Quality Factor ETF · $343MiShares MSCI ACWI ETF · $32.8B

[…]3 years · per year[…] · $17,791+21.2%

[…]5 years · per year[…] · $15,747+9.5%

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

1.03%12-mo yield$103 · $147 on $10k1.47%

−10.7%Worst dropSmaller wins−9.7%

15.5%VolatilityLower wins14.6%

1–3ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAQLT · ACWI

5.6%AAPL5.0%

4.4%NVDA4.5%

6.4%MSFT3.8%

2.0%GOOGL1.7%

Held in common42.5%

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 Three

5Y3 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$32.8B
2	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
3	AAQLT	iShares MSCI Global Quality Factor ETFRead Desk	0.22%	1.03%	−5.1%	+8.0%	+11.3%	new	new	−10.7%	$343M

End-of-day Nov 5, 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%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$32.8B
2	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
3	AAQLT	iShares MSCI Global Quality Factor ETFRead Desk	0.22%	1.03%	−5.1%	+8.0%	+11.3%	new	new	−10.7%	$343M

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

AQLT vs ACWI

AQLT

iShares MSCI Global Quality Factor

[…]

ACWI

iShares MSCI ACWI

$15,747

MeasureAQLTACWI

Fee0.22%0.32%

Cost on $10k a year$22$32

Yield1.03%1.47%

5 years, per year[…]+9.5%

3 years, per year[…]+21.2%

Worst drop · 1Y−10.7%−9.7%

Volatility · 1Y15.5%14.6%

3–1measures won
ACWI first

42.5%

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$193B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AQLT, ACWI, VEA

Today

42.5%most shared, AQLT and ACWI

AQLTACWIVEA

AQLT—42.5%16.3%

ACWI42.5%—25.6%

VEA16.3%25.6%—

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

ACWI$147 − $32 = $115

AQLT$103 − $22 = $81

KeptFee

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