DVAL vs ACWI

ADVAL

BACWI

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and ACWI

DVAL

ACWI

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MiShares MSCI ACWI ETF · $32.2B

+15.6%3 years · per year$15,457 · $18,581+22.9%

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

0.49%Expense ratio$49 · $32 on $10k · lower wins0.32%

5.15%12-mo yield$515 · $142 on $10k1.42%

−6.2%Worst dropSmaller wins−9.7%

10.4%VolatilityLower wins14.2%

3–2DVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVAL · ACWI

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

Held in common[…]

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%	$32.2B
2	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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%	$32.2B
2	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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

DVAL vs ACWI

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureDVALACWI

Fee0.49%0.32%

Cost on $10k a year$49$32

Yield5.15%1.42%

5 years, per year[…]+10.6%

3 years, per year+15.6%+22.9%

Worst drop · 1Y−6.2%−9.7%

Volatility · 1Y10.4%14.2%

3–2measures won
DVAL first

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: DVAL, ACWI

Today

[…]holdings […]

DVALACWI

DVAL—[…]

ACWI[…]—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

ACWI$142 − $32 = $110

KeptFee

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