VT vs ACWI

AVT

BACWI

Measures won3–2VT wins · of 6 · 5Y

$10,000 · 5Y$16,162ACWI · VT $16,014

Lowest cost0.06%VT · $6 on $10k

Most income1.56%VT · $156 on $10k

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

Held in common83.3%VT and ACWI

ACWI

Vanguard Total World Stock ETF · $81.8BiShares MSCI ACWI ETF · $32.2B

+22.6%3 years · per year$18,441 · $18,488+22.7%

+9.9%5 years · per year$16,014 · $16,162+10.1%

0.06%Expense ratio$6 · $32 on $10k · lower wins0.32%

1.56%12-mo yield$156 · $144 on $10k1.44%

−9.7%Worst dropSmaller wins−9.7%

14.0%VolatilityLower wins14.1%

3–2VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVT · ACWI

4.5%NVDA4.6%

4.1%AAPL5.0%

3.2%MSFT3.6%

2.0%AMZN2.3%

Held in common83.3%

End-of-day Nov 3, 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%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
2	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B

End-of-day Nov 3, 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%	1.44%	0.0%	+10.9%	+11.9%	+22.7%	+10.1%	−9.7%	$32.2B
2	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs ACWI

Vanguard Total World Stock

$16,014

ACWI

iShares MSCI ACWI

$16,162

MeasureVTACWI

Fee0.06%0.32%

Cost on $10k a year$6$32

Yield1.56%1.44%

5 years, per year+9.9%+10.1%

3 years, per year+22.6%+22.7%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.0%14.1%

3–2measures won
VT first

83.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VT, ACWI

Today

83.3%most shared, VT and ACWI

VTACWI

VT—83.3%

ACWI83.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$150most kept, VT

VT$156 − $6 = $150

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee