NZAC vs ACWI

ANZAC

BACWI

Measures won2–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI · NZAC $14,796

Lowest cost0.05%VXUS · $5 on $10k

Most income2.45%VXUS · $245 on $10k

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

Held in common57.0%NZAC and ACWI

NZAC

ACWI

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $195MiShares MSCI ACWI ETF · $31.5B

+19.4%3 years · per year$17,009 · $17,609+20.8%

+8.2%5 years · per year$14,796 · $15,783+9.6%

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

2.11%12-mo yield$211 · $147 on $10k1.47%

−10.1%Worst dropSmaller wins−9.7%

15.0%VolatilityLower wins14.6%

2–4ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNZAC · ACWI

5.7%AAPL5.1%

5.4%NVDA4.2%

4.4%MSFT3.8%

2.6%AMZN2.5%

Held in common57.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
2	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk	0.12%	2.11%	+0.2%	+4.9%	+5.9%	+19.4%	+8.2%	−10.1%	$195M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
2	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk	0.12%	2.11%	+0.2%	+4.9%	+5.9%	+19.4%	+8.2%	−10.1%	$195M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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

$14,796

ACWI

iShares MSCI ACWI

$15,783

MeasureNZACACWI

Fee0.12%0.32%

Cost on $10k a year$12$32

Yield2.11%1.47%

5 years, per year+8.2%+9.6%

3 years, per year+19.4%+20.8%

Worst drop · 1Y−10.1%−9.7%

Volatility · 1Y15.0%14.6%

4–2measures won
ACWI first

57.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NZAC, ACWI, VXUS

Today

57.0%most shared, NZAC and ACWI

NZACACWIVXUS

NZAC—57.0%18.1%

ACWI57.0%—33.3%

VXUS18.1%33.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$240most kept, VXUS

VXUS$245 − $5 = $240

NZAC$211 − $12 = $199

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee