TBLU vs ACWI

ATBLU

BACWI

Measures won1–5ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI · TBLU $12,274

Lowest cost0.32%ACWI · $32 on $10k

Most income3.38%TBLU · $338 on $10k

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

Held in common0.3%TBLU and ACWI

TBLU

ACWI

Tortoise Global Water Fund · $58MiShares MSCI ACWI ETF · $32.8B

+15.4%3 years · per year$15,352 · $18,581+22.9%

+4.2%5 years · per year$12,274 · $16,513+10.6%

0.40%Expense ratio$40 · $32 on $10k · lower wins0.32%

3.38%12-mo yield$338 · $142 on $10k1.42%

−13.3%Worst dropSmaller wins−9.7%

15.8%VolatilityLower wins14.2%

1–5ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTBLU · ACWI

8.1%ECL0.1%

7.8%FERG0.0%

7.6%AWK0.0%

8.9%VLTO0.0%

Held in common0.3%

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	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.38%	+2.2%	+4.5%	+3.5%	+15.4%	+4.2%	−13.3%	$58M

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	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.38%	+2.2%	+4.5%	+3.5%	+15.4%	+4.2%	−13.3%	$58M

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

TBLU vs ACWI

TBLU

Tortoise Global Water Fund

$12,274

ACWI

iShares MSCI ACWI

$16,514

MeasureTBLUACWI

Fee0.40%0.32%

Cost on $10k a year$40$32

Yield3.38%1.42%

5 years, per year+4.2%+10.6%

3 years, per year+15.4%+22.9%

Worst drop · 1Y−13.3%−9.7%

Volatility · 1Y15.8%14.2%

5–1measures won
ACWI first

0.3%

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: TBLU, ACWI

Today

0.3%most shared, TBLU and ACWI

TBLUACWI

TBLU—0.3%

ACWI0.3%—

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

Income After Fees on $10,000

$298most kept, TBLU

TBLU$338 − $40 = $298

ACWI$142 − $32 = $110

KeptFee

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