RGEF vs ACWI

ARGEF

BACWI

Measures won0–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income1.42%ACWI · $142 on $10k

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

Held in common26.3%RGEF and ACWI

RGEF

ACWI

Rockefeller Global Equity ETF · $782MiShares MSCI ACWI ETF · $32.8B

[…]3 years · per year[…] · $18,581+22.9%

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

0.55%Expense ratio$55 · $32 on $10k · lower wins0.32%

0.96%12-mo yield$96 · $142 on $10k1.42%

−10.0%Worst dropSmaller wins−9.7%

16.0%VolatilityLower wins14.2%

0–4ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRGEF · ACWI

3.8%NVDA4.7%

5.1%MSFT3.6%

3.2%AAPL4.8%

3.5%AMZN2.4%

Held in common26.3%

End-of-day Nov 4, 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	ARGEF	Rockefeller Global Equity ETFRead Desk		0.55%	0.96%	+3.0%	+14.9%	+16.3%	new	new	−10.0%	$782M

End-of-day Nov 4, 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	ARGEF	Rockefeller Global Equity ETFRead Desk		0.55%	0.96%	+3.0%	+14.9%	+16.3%	new	new	−10.0%	$782M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RGEF vs ACWI

RGEF

Rockefeller Global Equity

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureRGEFACWI

Fee0.55%0.32%

Cost on $10k a year$55$32

Yield0.96%1.42%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−10.0%−9.7%

Volatility · 1Y16.0%14.2%

4–0measures won
ACWI first

26.3%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: RGEF, ACWI

Today

26.3%most shared, RGEF and ACWI

RGEFACWI

RGEF—26.3%

ACWI26.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

RGEF$96 − $55 = $41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee