SFGV vs ACWI

ASFGV

BACWI

Measures won3–1SFGV 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−8.4%SFGV · worst fall in 1Y

Held in common18.2%SFGV and ACWI

SFGV

ACWI

Sequoia Global Value ETF · $1.2BiShares MSCI ACWI ETF · $31.4B

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

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

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

2.26%12-mo yield$226 · $147 on $10k1.47%

−8.4%Worst dropSmaller wins−9.7%

11.5%VolatilityLower wins14.6%

3–1SFGV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSFGV · ACWI

1.3%AAPL5.1%

1.7%META1.3%

0.5%JPM0.9%

0.5%XOM0.7%

Held in common18.2%

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	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	ASFGV	Sequoia Global Value ETFRead Desk	0.38%	2.26%	−0.5%	+14.0%	+18.0%	new	new	−8.4%	$1.2B

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	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	ASFGV	Sequoia Global Value ETFRead Desk	0.38%	2.26%	−0.5%	+14.0%	+18.0%	new	new	−8.4%	$1.2B

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

SFGV vs ACWI

SFGV

Sequoia Global Value

[…]

ACWI

iShares MSCI ACWI

$15,783

MeasureSFGVACWI

Fee0.38%0.32%

Cost on $10k a year$38$32

Yield2.26%1.47%

5 years, per year[…]+9.6%

3 years, per year[…]+20.8%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y11.5%14.6%

3–1measures won
SFGV first

18.2%

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$189B

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: SFGV, ACWI, VEA

Today

26.2%most shared, ACWI and VEA

SFGVACWIVEA

SFGV—18.2%0.0%

ACWI18.2%—26.2%

VEA0.0%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

SFGV$226 − $38 = $188

ACWI$147 − $32 = $115

KeptFee

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