SFGV vs ACWI

ASFGV

BACWI

Measures won3–1SFGV wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income2.19%SFGV · $219 on $10k

Smallest drop−8.4%SFGV · worst fall in 1Y

Held in common18.0%SFGV and ACWI

SFGV

ACWI

Sequoia Global Value ETF · $1.2BiShares MSCI ACWI ETF · $32.8B

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

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

0.38%Expense ratio$38 · $32 on $10k · lower wins0.32%

2.19%12-mo yield$219 · $142 on $10k1.42%

−8.4%Worst dropSmaller wins−9.7%

11.2%VolatilityLower wins14.2%

3–1SFGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFGV · ACWI

1.8%META1.4%

1.3%AAPL4.8%

0.6%XOM0.7%

0.5%JPM0.9%

Held in common18.0%

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.19%	+2.3%	+17.7%	+21.4%	new	new	−8.4%	$1.2B

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.19%	+2.3%	+17.7%	+21.4%	new	new	−8.4%	$1.2B

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

SFGV vs ACWI

SFGV

Sequoia Global Value

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureSFGVACWI

Fee0.38%0.32%

Cost on $10k a year$38$32

Yield2.19%1.42%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y11.2%14.2%

3–1measures won
SFGV first

18.0%

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: SFGV, ACWI

Today

18.0%most shared, SFGV and ACWI

SFGVACWI

SFGV—18.0%

ACWI18.0%—

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

Income After Fees on $10,000

$181most kept, SFGV

SFGV$219 − $38 = $181

ACWI$142 − $32 = $110

KeptFee

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