CWI vs FNDF

ACWI

BFNDF

Measures won0–6FNDF wins · of 6 · 5Y

$10,000 · 5Y$19,326FNDF · CWI $15,487

Lowest cost0.25%FNDF · $25 on $10k

Most income2.99%FNDF · $299 on $10k

Smallest drop−10.6%FNDF · worst fall in 1Y

Held in common51.7%CWI and FNDF

CWI

FNDF

State Street SPDR MSCI ACWI ex-US ETF · $2.8BSchwab Fundamental International Large Company Index ETF · $25.8B

+21.7%3 years · per year$18,010 · $19,830+25.6%

+9.1%5 years · per year$15,487 · $19,326+14.1%

0.30%Expense ratio$30 · $25 on $10k · lower wins0.25%

2.74%12-mo yield$274 · $299 on $10k2.99%

−11.5%Worst dropSmaller wins−10.6%

17.6%VolatilityLower wins16.4%

0–6FNDF wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWI · FNDF

1.0%ROP.SW1.0%

0.9%HSBA.L1.0%

0.8%SHEL.L3.0%

0.8%NOVN.SW0.7%

Held in common51.7%

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	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.8B
2	ACWI	State Street SPDR MSCI ACWI ex-US ETFRead Desk		0.30%	2.74%	+2.0%	+12.4%	+15.2%	+21.7%	+9.1%	−11.5%	$2.8B

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	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.8B
2	ACWI	State Street SPDR MSCI ACWI ex-US ETFRead Desk		0.30%	2.74%	+2.0%	+12.4%	+15.2%	+21.7%	+9.1%	−11.5%	$2.8B

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

CWI vs FNDF

CWI

SPDR MSCI ACWI ex-US

$15,487

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureCWIFNDF

Fee0.30%0.25%

Cost on $10k a year$30$25

Yield2.74%2.99%

5 years, per year+9.1%+14.1%

3 years, per year+21.7%+25.6%

Worst drop · 1Y−11.5%−10.6%

Volatility · 1Y17.6%16.4%

6–0measures won
FNDF first

51.7%

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: CWI, FNDF

Today

51.7%most shared, CWI and FNDF

CWIFNDF

CWI—51.7%

FNDF51.7%—

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

Income After Fees on $10,000

$274most kept, FNDF

FNDF$299 − $25 = $274

CWI$274 − $30 = $244

KeptFee

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