SDG vs ACWI

ASDG

BACWI

Measures won2–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI · SDG $10,148

Lowest cost0.32%ACWI · $32 on $10k

Most income1.70%SDG · $170 on $10k

Smallest drop−8.9%SDG · worst fall in 1Y

Held in common6.3%SDG and ACWI

SDG

ACWI

iShares MSCI Global Sustainable Development Goals ETF · $165MiShares MSCI ACWI ETF · $32.8B

+9.5%3 years · per year$13,146 · $18,581+22.9%

+0.3%5 years · per year$10,148 · $16,513+10.6%

0.50%Expense ratio$50 · $32 on $10k · lower wins0.32%

1.70%12-mo yield$170 · $142 on $10k1.42%

−8.9%Worst dropSmaller wins−9.7%

15.2%VolatilityLower wins14.2%

2–4ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDG · ACWI

4.1%NVDA4.7%

3.4%NOVN.SW0.3%

3.1%MRVL0.1%

1.6%VRTX0.1%

Held in common6.3%

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	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.70%	+2.5%	+6.5%	+7.6%	+9.5%	+0.3%	−8.9%	$165M

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	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.70%	+2.5%	+6.5%	+7.6%	+9.5%	+0.3%	−8.9%	$165M

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

SDG vs ACWI

SDG

iShares MSCI Global Sustainable Development Goals

$10,148

ACWI

iShares MSCI ACWI

$16,514

MeasureSDGACWI

Fee0.50%0.32%

Cost on $10k a year$50$32

Yield1.70%1.42%

5 years, per year+0.3%+10.6%

3 years, per year+9.5%+22.9%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y15.2%14.2%

4–2measures won
ACWI first

6.3%

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: SDG, ACWI

Today

6.3%most shared, SDG and ACWI

SDGACWI

SDG—6.3%

ACWI6.3%—

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

Income After Fees on $10,000

$120most kept, SDG

SDG$170 − $50 = $120

ACWI$142 − $32 = $110

KeptFee

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