CGV vs ACWI

ACGV

BACWI

Measures won2–3ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income5.40%CGV · $540 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 · $31.4B

+11.4%3 years · per year$13,811 · $17,609+20.8%

[…]5 years · per year[…] · $15,783+9.6%

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

5.40%12-mo yield$540 · $147 on $10k1.47%

−12.1%Worst dropSmaller wins−9.7%

14.5%VolatilityLower wins14.6%

2–3ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGV · ACWI

1.0%CVS0.1%

1.1%OXY0.0%

1.4%BIIB0.0%

0.9%ABEV3.SA0.0%

Held in common0.2%

End-of-day Nov 6, 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%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	ACGV	Conductor Global Equity Value ETFRead Desk	1.57%	5.40%	−0.5%	+4.3%	+9.5%	+11.4%	new	−12.1%	$133M

End-of-day Nov 6, 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%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	ACGV	Conductor Global Equity Value ETFRead Desk	1.57%	5.40%	−0.5%	+4.3%	+9.5%	+11.4%	new	−12.1%	$133M

End-of-day Nov 6, 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

$15,783

MeasureCGVACWI

Fee1.57%0.32%

Cost on $10k a year$157$32

Yield5.40%1.47%

5 years, per year[…]+9.6%

3 years, per year+11.4%+20.8%

Worst drop · 1Y−12.1%−9.7%

Volatility · 1Y14.5%14.6%

3–2measures won
ACWI first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CGV, ACWI, VEA

Today

26.2%most shared, ACWI and VEA

CGVACWIVEA

CGV—0.2%0.3%

ACWI0.2%—26.2%

VEA0.3%26.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$383most kept, CGV

CGV$540 − $157 = $383

VEA$251 − $3 = $248

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee