TBLU vs ACWI5YTBLUTBLUAvsBACWIACWITortoise Global Water Fund · $58MiShares MSCI ACWI ETF · $32.1BReturns · dividends in+12.8%3 years · per year$14,349 · $17,434+20.4%+3.6%5 years · per year$11,920 · $16,030+9.9%Cost and income0.40%Expense ratio$40 · $32 on $10k · lower wins0.32%3.39%
Overlap: TBLU, ACWI, VXUSToday32.5%most shared, ACWI and VXUSTBLUACWIVXUSTBLU—0.3%0.2%ACWI0.3%—32.5%VXUS0.2%32.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
TBLU vs ACWI5YATBLUTortoise Global Water Fund$11,920vsACWIBiShares MSCI ACWI$16,030$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BACWIiShares MSCI ACWI ETFReadDesk0.32%1.44%−0.5%+10.7%+13.2%+20.4%+9.9%−9.7%$32.1B2VXUSVanguard Total International Stock ETFReadDesk0.05%2.40%−0.7%+10.4%+14.3%+18.7%+8.1%−11.3%$163.2B3ATBLUTortoise Global Water FundReadDesk0.40%3.39%−0.4%+4.4%+3.0%+12.8%+3.6%−13.3%$58MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BACWIiShares MSCI ACWI ETFReadDesk0.32%1.44%−0.5%+10.7%+13.2%+20.4%+9.9%−9.7%$32.1B2VXUSVanguard Total International Stock ETFReadDesk0.05%2.40%−0.7%+10.4%+14.3%+18.7%+8.1%−11.3%$163.2B3ATBLUTortoise Global Water FundReadDesk0.40%3.39%−0.4%+4.4%+3.0%+12.8%+3.6%−13.3%$58MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VXUS vs IXUSYTDVanguardVXUSVA+10.4%vsBiSIXUSiShares+10.8%Jan 1Nov 10+10.4%+10.8%+10.4%Year to date+10.8%2.4%Yield3.0%$163BAssets$57.6B2–0IXUS winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: TBLU, ACWI, VXUSToday32.5%most shared, ACWI and VXUSTBLUACWIVXUSTBLU—0.3%0.2%ACWI0.3%—32.5%VXUS0.2%32.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$299most kept, TBLUTBLU$339 − $40 = $299VXUS$240 − $5 = $235ACWI$144 − $32 = $112KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee