CWI vs VT

ACWI

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · CWI $15,487

Lowest cost0.06%VT · $6 on $10k

Most income2.74%CWI · $274 on $10k

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

Held in common24.9%CWI and VT

CWI

State Street SPDR MSCI ACWI ex-US ETF · $2.8BVanguard Total World Stock ETF · $81.8B

+21.7%3 years · per year$18,010 · $18,538+22.8%

+9.1%5 years · per year$15,487 · $16,384+10.4%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

2.74%12-mo yield$274 · $153 on $10k1.53%

−11.5%Worst dropSmaller wins−9.7%

17.6%VolatilityLower wins14.1%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWI · VT

3.0%2330.TW1.6%

1.6%000660.KS0.6%

1.7%ASML.AS0.6%

0.8%0700.HK0.3%

Held in common24.9%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
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 VT

CWI

SPDR MSCI ACWI ex-US

$15,487

Vanguard Total World Stock

$16,384

MeasureCWIVT

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield2.74%1.53%

5 years, per year+9.1%+10.4%

3 years, per year+21.7%+22.8%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y17.6%14.1%

5–1measures won
VT first

24.9%

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: CWI, VT

Today

24.9%most shared, CWI and VT

CWIVT

CWI—24.9%

VT24.9%—

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

Income After Fees on $10,000

$244most kept, CWI

CWI$274 − $30 = $244

VT$153 − $6 = $147

KeptFee

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