RGEF vs ACWI

ARGEF

BACWI

Measures won0–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income2.51%VEA · $251 on $10k

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

Held in common26.1%RGEF and ACWI

RGEF

ACWI

Rockefeller Global Equity ETF · $770MiShares MSCI ACWI ETF · $31.5B

[…]3 years · per year[…] · $17,609+20.8%

[…]5 years · per year[…] · $15,783+9.6%

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

1.01%12-mo yield$101 · $147 on $10k1.47%

−10.0%Worst dropSmaller wins−9.7%

16.8%VolatilityLower wins14.6%

0–4ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRGEF · ACWI

5.3%MSFT3.8%

3.4%NVDA4.2%

3.4%AAPL5.1%

3.7%AMZN2.5%

Held in common26.1%

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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	ARGEF	Rockefeller Global Equity ETFRead Desk	0.55%	1.01%	+0.1%	+9.1%	+11.2%	new	new	−10.0%	$770M

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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	ARGEF	Rockefeller Global Equity ETFRead Desk	0.55%	1.01%	+0.1%	+9.1%	+11.2%	new	new	−10.0%	$770M

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

RGEF vs ACWI

RGEF

Rockefeller Global Equity

[…]

ACWI

iShares MSCI ACWI

$15,783

MeasureRGEFACWI

Fee0.55%0.32%

Cost on $10k a year$55$32

Yield1.01%1.47%

5 years, per year[…]+9.6%

3 years, per year[…]+20.8%

Worst drop · 1Y−10.0%−9.7%

Volatility · 1Y16.8%14.6%

4–0measures won
ACWI first

26.1%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

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: RGEF, ACWI, VEA

Today

26.2%most shared, ACWI and VEA

RGEFACWIVEA

RGEF—26.1%10.0%

ACWI26.1%—26.2%

VEA10.0%26.2%—

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

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

ACWI$147 − $32 = $115

RGEF$101 − $55 = $46

KeptFee

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