ION vs ACWI

AION

BACWI

Measures won1–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income2.13%ION · $213 on $10k

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

Held in common0.1%ION and ACWI

ION

ACWI

ProShares S&P Global Core Battery Metals ETF · $9MiShares MSCI ACWI ETF · $32.8B

+11.6%3 years · per year$13,890 · $18,581+22.9%

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

0.58%Expense ratio$58 · $32 on $10k · lower wins0.32%

2.13%12-mo yield$213 · $142 on $10k1.42%

−44.6%Worst dropSmaller wins−9.7%

38.5%VolatilityLower wins14.2%

1–4ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsION · ACWI

2.4%ELV0.1%

Held in common0.1%

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%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	AION	ProShares S&P Global Core Battery Metals ETFRead Desk		0.58%	2.13%	+3.1%	−24.2%	−4.6%	+11.6%	new	−44.6%	$9M

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%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	AION	ProShares S&P Global Core Battery Metals ETFRead Desk		0.58%	2.13%	+3.1%	−24.2%	−4.6%	+11.6%	new	−44.6%	$9M

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

ION vs ACWI

ION

ProShares S&P Global Core Battery Metals

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureIONACWI

Fee0.58%0.32%

Cost on $10k a year$58$32

Yield2.13%1.42%

5 years, per year[…]+10.6%

3 years, per year+11.6%+22.9%

Worst drop · 1Y−44.6%−9.7%

Volatility · 1Y38.5%14.2%

4–1measures won
ACWI first

0.1%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: ION, ACWI

Today

0.1%most shared, ION and ACWI

IONACWI

ION—0.1%

ACWI0.1%—

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

Income After Fees on $10,000

$155most kept, ION

ION$213 − $58 = $155

ACWI$142 − $32 = $110

KeptFee

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