NZAC vs ACWI

ANZAC

BACWI

Measures won2–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,162ACWI · NZAC $15,078

Lowest cost0.12%NZAC · $12 on $10k

Most income2.07%NZAC · $207 on $10k

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

Held in common52.6%NZAC and ACWI

NZAC

ACWI

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $191MiShares MSCI ACWI ETF · $32.2B

+21.1%3 years · per year$17,744 · $18,488+22.7%

+8.6%5 years · per year$15,078 · $16,162+10.1%

0.12%Expense ratio$12 · $32 on $10k · lower wins0.32%

2.07%12-mo yield$207 · $144 on $10k1.44%

−10.1%Worst dropSmaller wins−9.7%

14.3%VolatilityLower wins14.1%

2–4ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsNZAC · ACWI

5.6%AAPL5.0%

6.1%NVDA4.6%

4.2%MSFT3.6%

2.4%AMZN2.3%

Held in common52.6%

End-of-day Nov 3, 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%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
2	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.07%	+0.3%	+6.9%	+7.3%	+21.1%	+8.6%	−10.1%	$191M

End-of-day Nov 3, 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%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
2	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.07%	+0.3%	+6.9%	+7.3%	+21.1%	+8.6%	−10.1%	$191M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NZAC vs ACWI

NZAC

SPDR MSCI ACWI Climate Paris Aligned

$15,078

ACWI

iShares MSCI ACWI

$16,162

MeasureNZACACWI

Fee0.12%0.32%

Cost on $10k a year$12$32

Yield2.07%1.44%

5 years, per year+8.6%+10.1%

3 years, per year+21.1%+22.7%

Worst drop · 1Y−10.1%−9.7%

Volatility · 1Y14.3%14.1%

4–2measures won
ACWI first

52.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NZAC, ACWI

Today

52.6%most shared, NZAC and ACWI

NZACACWI

NZAC—52.6%

ACWI52.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$195most kept, NZAC

NZAC$207 − $12 = $195

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee