VT vs ACWI

AVT

BACWI

Measures won2–3ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,747ACWI · VT $15,576

Lowest cost0.05%VXUS · $5 on $10k

Most income3.28%EFA · $328 on $10k

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

Held in common82.5%VT and ACWI

ACWI

Vanguard Total World Stock ETF · $81.8BiShares MSCI ACWI ETF · $31.4B

+21.0%3 years · per year$17,695 · $17,791+21.2%

+9.3%5 years · per year$15,576 · $15,747+9.5%

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

1.59%12-mo yield$159 · $147 on $10k1.47%

−9.7%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins14.6%

2–3ACWI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · ACWI

4.5%NVDA4.5%

4.1%AAPL5.0%

3.2%MSFT3.8%

2.0%AMZN2.5%

Held in common82.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

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

All Four

5Y4 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$31.4B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

End-of-day Nov 5, 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

$15,576

ACWI

iShares MSCI ACWI

$15,747

MeasureVTACWI

Fee0.06%0.32%

Cost on $10k a year$6$32

Yield1.59%1.47%

5 years, per year+9.3%+9.5%

3 years, per year+21.0%+21.2%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.7%14.6%

3–2measures won
ACWI first

82.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VT, ACWI, VXUS, EFA

Today

82.5%most shared, VT and ACWI

VTACWIVXUSEFA

VT—82.5%0.6%17.5%

ACWI82.5%—1.6%21.0%

VXUS0.6%1.6%—2.5%

EFA17.5%21.0%2.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

VXUS$246 − $5 = $241

VT$159 − $6 = $153

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee