DVAL vs ACWI

ADVAL

BACWI

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI · IEMG $12,929

Lowest cost0.09%IEMG · $9 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 · $32.8B

+15.6%3 years · per year$15,457 · $17,791+21.2%

[…]5 years · per year[…] · $15,747+9.5%

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

5.15%12-mo yield$515 · $147 on $10k1.47%

−6.2%Worst dropSmaller wins−9.7%

10.4%VolatilityLower wins14.6%

3–2DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVAL · ACWI

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

Held in common[…]

End-of-day Nov 5, 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%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$32.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.54%	−5.6%	+6.0%	+7.5%	+18.9%	+5.3%	−17.8%	$147.8B
3	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 5, 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%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$32.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.54%	−5.6%	+6.0%	+7.5%	+18.9%	+5.3%	−17.8%	$147.8B
3	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 5, 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

$15,747

MeasureDVALACWI

Fee0.49%0.32%

Cost on $10k a year$49$32

Yield5.15%1.47%

5 years, per year[…]+9.5%

3 years, per year+15.6%+21.2%

Worst drop · 1Y−6.2%−9.7%

Volatility · 1Y10.4%14.6%

3–2measures won
DVAL first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+1.2%

IEMGiShares

+6.0%

+1.2%Year to date+6.0%

2.2%Yield2.5%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DVAL, ACWI, IEMG

Today

10.6%most shared, ACWI and IEMG

DVALACWIIEMG

DVAL—[…][…]

ACWI[…]—10.6%

IEMG[…]10.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

IEMG$254 − $9 = $245

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee