RGEF vs ACWI

ARGEF

BACWI

Measures won0–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI · VXUS $14,489

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 common26.1%RGEF and ACWI

RGEF

ACWI

Rockefeller Global Equity ETF · $788MiShares MSCI ACWI ETF · $31.4B

[…]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%	$31.4B
2	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
3	ARGEF	Rockefeller Global Equity ETFRead Desk	0.55%	1.01%	+0.1%	+9.1%	+11.2%	new	new	−10.0%	$788M

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%	$31.4B
2	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
3	ARGEF	Rockefeller Global Equity ETFRead Desk	0.55%	1.01%	+0.1%	+9.1%	+11.2%	new	new	−10.0%	$788M

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

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: RGEF, ACWI, VXUS

Today

33.3%most shared, ACWI and VXUS

RGEFACWIVXUS

RGEF—26.1%7.2%

ACWI26.1%—33.3%

VXUS7.2%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

ACWI$147 − $32 = $115

RGEF$101 − $55 = $46

KeptFee

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