CGV vs ACWI

ACGV

BACWI

Measures won1–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income5.23%CGV · $523 on $10k

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

Held in common0.2%CGV and ACWI

CGV

ACWI

Conductor Global Equity Value ETF · $133MiShares MSCI ACWI ETF · $32.8B

+13.0%3 years · per year$14,438 · $18,581+22.9%

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

1.57%Expense ratio$157 · $32 on $10k · lower wins0.32%

5.23%12-mo yield$523 · $142 on $10k1.42%

−12.1%Worst dropSmaller wins−9.7%

14.3%VolatilityLower wins14.2%

1–4ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGV · ACWI

1.1%CVS0.1%

1.1%OXY0.0%

1.4%BIIB0.0%

0.9%ABEV3.SA0.0%

Held in common0.2%

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%	$32.8B
2	ACGV	Conductor Global Equity Value ETFRead Desk		1.57%	5.23%	+0.1%	+7.8%	+12.8%	+13.0%	new	−12.1%	$133M

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%	$32.8B
2	ACGV	Conductor Global Equity Value ETFRead Desk		1.57%	5.23%	+0.1%	+7.8%	+12.8%	+13.0%	new	−12.1%	$133M

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

CGV vs ACWI

CGV

Conductor Global Equity Value

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureCGVACWI

Fee1.57%0.32%

Cost on $10k a year$157$32

Yield5.23%1.42%

5 years, per year[…]+10.6%

3 years, per year+13.0%+22.9%

Worst drop · 1Y−12.1%−9.7%

Volatility · 1Y14.3%14.2%

4–1measures won
ACWI first

0.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CGV, ACWI

Today

0.2%most shared, CGV and ACWI

CGVACWI

CGV—0.2%

ACWI0.2%—

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

Income After Fees on $10,000

$366most kept, CGV

CGV$523 − $157 = $366

ACWI$142 − $32 = $110

KeptFee

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