WLDR vs ACWI

AWLDR

BACWI

Measures won4–2WLDR wins · of 6 · 5Y

$10,000 · 5Y$22,685WLDR · ACWI $16,513

Lowest cost0.32%ACWI · $32 on $10k

Most income7.30%WLDR · $730 on $10k

Smallest drop−8.9%WLDR · worst fall in 1Y

Held in common6.9%WLDR and ACWI

WLDR

ACWI

Affinity World Leaders Equity ETF · $143MiShares MSCI ACWI ETF · $32.8B

+32.7%3 years · per year$23,373 · $18,581+22.9%

+17.8%5 years · per year$22,685 · $16,513+10.6%

1.05%Expense ratio$105 · $32 on $10k · lower wins0.32%

7.30%12-mo yield$730 · $142 on $10k1.42%

−8.9%Worst dropSmaller wins−9.7%

18.4%VolatilityLower wins14.2%

4–2WLDR wins

$10,000 · 5 yearsOne scale

Shared top holdingsWLDR · ACWI

3.3%MU1.0%

0.6%SHEL.L0.3%

1.1%CAT0.3%

3.4%VZ0.2%

Held in common6.9%

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	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.30%	+0.4%	+26.6%	+32.9%	+32.7%	+17.8%	−8.9%	$143M
2	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B

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	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.30%	+0.4%	+26.6%	+32.9%	+32.7%	+17.8%	−8.9%	$143M
2	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B

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

WLDR vs ACWI

WLDR

Affinity World Leaders Equity

$22,685

ACWI

iShares MSCI ACWI

$16,514

MeasureWLDRACWI

Fee1.05%0.32%

Cost on $10k a year$105$32

Yield7.30%1.42%

5 years, per year+17.8%+10.6%

3 years, per year+32.7%+22.9%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y18.4%14.2%

4–2measures won
WLDR first

6.9%

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: WLDR, ACWI

Today

6.9%most shared, WLDR and ACWI

WLDRACWI

WLDR—6.9%

ACWI6.9%—

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

Income After Fees on $10,000

$625most kept, WLDR

WLDR$730 − $105 = $625

ACWI$142 − $32 = $110

KeptFee

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