UMMA vs ACWI

AUMMA

BACWI

Measures won1–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.32%ACWI · $32 on $10k

Most income1.42%ACWI · $142 on $10k

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

Held in common8.6%UMMA and ACWI

UMMA

ACWI

Wahed Dow Jones Islamic World ETF · $302MiShares MSCI ACWI ETF · $32.8B

+23.6%3 years · per year$18,902 · $18,581+22.9%

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

0.65%Expense ratio$65 · $32 on $10k · lower wins0.32%

0.78%12-mo yield$78 · $142 on $10k1.42%

−14.9%Worst dropSmaller wins−9.7%

25.1%VolatilityLower wins14.2%

1–4ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsUMMA · ACWI

5.9%005930.KS0.8%

3.7%ASML.AS0.6%

4.8%000660.KS0.6%

3.3%ROP.SW0.3%

Held in common8.6%

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	AUMMA	Wahed Dow Jones Islamic World ETFRead Desk		0.65%	0.78%	+0.9%	+21.4%	+24.2%	+23.6%	new	−14.9%	$302M

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	AUMMA	Wahed Dow Jones Islamic World ETFRead Desk		0.65%	0.78%	+0.9%	+21.4%	+24.2%	+23.6%	new	−14.9%	$302M

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

UMMA vs ACWI

UMMA

Wahed Dow Jones Islamic World

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureUMMAACWI

Fee0.65%0.32%

Cost on $10k a year$65$32

Yield0.78%1.42%

5 years, per year[…]+10.6%

3 years, per year+23.6%+22.9%

Worst drop · 1Y−14.9%−9.7%

Volatility · 1Y25.1%14.2%

4–1measures won
ACWI first

8.6%

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: UMMA, ACWI

Today

8.6%most shared, UMMA and ACWI

UMMAACWI

UMMA—8.6%

ACWI8.6%—

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

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

UMMA$78 − $65 = $13

KeptFee

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