DFAW vs ACWI

ADFAW

BACWI

Measures won3–2DFAW wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.24%DFAW · $24 on $10k

Most income1.42%ACWI · $142 on $10k

Smallest drop−8.9%DFAW · worst fall in 1Y

Held in common0.0%DFAW and ACWI

DFAW

ACWI

Dimensional - World Equity ETF · $1.7BiShares MSCI ACWI ETF · $32.8B

+22.7%3 years · per year$18,478 · $18,581+22.9%

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

0.24%Expense ratio$24 · $32 on $10k · lower wins0.32%

1.28%12-mo yield$128 · $142 on $10k1.42%

−8.9%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins14.2%

3–2DFAW wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAW · ACWI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ADFAW	Dimensional - World Equity ETFRead Desk		0.24%	1.28%	+1.6%	+15.0%	+17.5%	+22.7%	new	−8.9%	$1.7B

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	ADFAW	Dimensional - World Equity ETFRead Desk		0.24%	1.28%	+1.6%	+15.0%	+17.5%	+22.7%	new	−8.9%	$1.7B

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

DFAW vs ACWI

DFAW

Dimensional - World Equity

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureDFAWACWI

Fee0.24%0.32%

Cost on $10k a year$24$32

Yield1.28%1.42%

5 years, per year[…]+10.6%

3 years, per year+22.7%+22.9%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y12.9%14.2%

3–2measures won
DFAW first

0.0%

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: DFAW, ACWI

Today

0.0%most shared, DFAW and ACWI

DFAWACWI

DFAW—0.0%

ACWI0.0%—

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

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

DFAW$128 − $24 = $104

KeptFee

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