NZAC vs VT

ANZAC

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · NZAC $14,796

Lowest cost0.06%VT · $6 on $10k

Most income2.11%NZAC · $211 on $10k

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

Held in common49.9%NZAC and VT

NZAC

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $195MVanguard Total World Stock ETF · $81.8B

+19.4%3 years · per year$17,009 · $17,563+20.7%

+8.2%5 years · per year$14,796 · $15,649+9.4%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

2.11%12-mo yield$211 · $159 on $10k1.59%

−10.1%Worst dropSmaller wins−9.7%

15.0%VolatilityLower wins14.7%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsNZAC · VT

5.4%NVDA4.5%

5.7%AAPL4.1%

4.4%MSFT3.2%

2.6%AMZN2.0%

Held in common49.9%

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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

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 VT

NZAC

SPDR MSCI ACWI Climate Paris Aligned

$14,796

Vanguard Total World Stock

$15,649

MeasureNZACVT

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield2.11%1.59%

5 years, per year+8.2%+9.4%

3 years, per year+19.4%+20.7%

Worst drop · 1Y−10.1%−9.7%

Volatility · 1Y15.0%14.7%

5–1measures won
VT first

49.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NZAC, VT

Today

49.9%most shared, NZAC and VT

NZACVT

NZAC—49.9%

VT49.9%—

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

Income After Fees on $10,000

$199most kept, NZAC

NZAC$211 − $12 = $199

VT$159 − $6 = $153

KeptFee

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