FPAG vs ACWI

AFPAG

BACWI

Measures won0–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income1.42%ACWI · $142 on $10k

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

Held in common8.8%FPAG and ACWI

FPAG

ACWI

FPA Global Equity ETF · $682MiShares MSCI ACWI ETF · $32.8B

[…]3 years · per year[…] · $18,581+22.9%

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

0.86%Expense ratio$86 · $32 on $10k · lower wins0.32%

1.25%12-mo yield$125 · $142 on $10k1.42%

−12.1%Worst dropSmaller wins−9.7%

15.2%VolatilityLower wins14.2%

0–4ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPAG · ACWI

2.8%AMZN2.4%

3.2%META1.4%

3.3%GOOG1.3%

1.1%GOOGL1.6%

Held in common8.8%

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	AFPAG	FPA Global Equity ETFRead Desk		0.86%	1.25%	+2.6%	+17.5%	+21.4%	new	new	−12.1%	$682M

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	AFPAG	FPA Global Equity ETFRead Desk		0.86%	1.25%	+2.6%	+17.5%	+21.4%	new	new	−12.1%	$682M

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

FPAG vs ACWI

FPAG

FPA Global Equity

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureFPAGACWI

Fee0.86%0.32%

Cost on $10k a year$86$32

Yield1.25%1.42%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−12.1%−9.7%

Volatility · 1Y15.2%14.2%

4–0measures won
ACWI first

8.8%

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: FPAG, ACWI

Today

8.8%most shared, FPAG and ACWI

FPAGACWI

FPAG—8.8%

ACWI8.8%—

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

FPAG$125 − $86 = $39

KeptFee

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