HWGV vs ACWI

AHWGV

BACWI

Measures won0–2ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income1.47%ACWI · $147 on $10k

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

Held in common3.0%HWGV and ACWI

HWGV

ACWI

Hotchkis & Wiley Global Value Fund · $3MiShares MSCI ACWI ETF · $31.4B

[…]3 years · per year[…] · $17,791+21.2%

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

1.06%Expense ratio$106 · $32 on $10k · lower wins0.32%

0.00%12-mo yield$0 · $147 on $10k1.47%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins14.6%

0–2ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsHWGV · ACWI

2.1%WFC0.3%

1.6%SIE.DE0.2%

0.9%C0.2%

1.0%QCOM0.2%

Held in common3.0%

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

Both

5Y2 funds

#			Trend
1	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	AHWGV	Hotchkis & Wiley Global Value FundRead Desk		1.06%	0.00%	−2.0%	new	new	new	new	[…]	$3M

End-of-day Nov 5, 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%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	AHWGV	Hotchkis & Wiley Global Value FundRead Desk		1.06%	0.00%	−2.0%	new	new	new	new	[…]	$3M

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

HWGV vs ACWI

HWGV

Hotchkis & Wiley Global Value Fund

[…]

ACWI

iShares MSCI ACWI

$15,747

MeasureHWGVACWI

Fee1.06%0.32%

Cost on $10k a year$106$32

Yield0.00%1.47%

5 years, per year[…]+9.5%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]14.6%

2–0measures won
ACWI first

3.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HWGV, ACWI

Today

3.0%most shared, HWGV and ACWI

HWGVACWI

HWGV—3.0%

ACWI3.0%—

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

Income After Fees on $10,000

$115most kept, ACWI

ACWI$147 − $32 = $115

HWGV$0 − $106 = −$106

KeptFee

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