FPAA vs ACWI

AFPAA

BACWI

Measures won0–2ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,912ACWI · IEFA $14,685

Lowest cost0.07%IEFA · $7 on $10k

Most income3.39%IEFA · $339 on $10k

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

Held in common0.0%FPAA and ACWI

Investment Managers Series Trust III - FPA Global Allocation ETF · $36MiShares MSCI ACWI ETF · $32.6B

[…]3 years · per year[…] · $17,486+20.5%

[…]5 years · per year[…] · $15,912+9.7%

1.33%Expense ratio$133 · $32 on $10k · lower wins0.32%

0.50%12-mo yield$50 · $144 on $10k1.44%

Cards for this view

FPAA

Investment Managers Series Trust III - FPA Global Allocation

[…]

ACWI

iShares MSCI ACWI

$15,912

MeasureFPAAACWI

Fee1.33%0.32%

Cost on $10k a year$133$32

Yield0.50%1.44%

5 years, per year[…]+9.7%

3 years, per year[…]+20.5%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]14.8%

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	−0.3%	+11.0%	+11.4%	+20.5%	+9.7%	−9.7%	$32.6B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
3	AFPAA	Investment Managers Series Trust III - FPA Global Allocation ETFRead Desk	1.33%	0.50%	+0.3%	new	new	new	new	[…]	$36M

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	−0.3%	+11.0%	+11.4%	+20.5%	+9.7%	−9.7%	$32.6B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
3	AFPAA	Investment Managers Series Trust III - FPA Global Allocation ETFRead Desk	1.33%	0.50%	+0.3%	new	new	new	new	[…]	$36M

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