WLDR vs ACWI

AWLDR

BACWI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,525WLDR · ACWI $15,783

Lowest cost0.03%VEA · $3 on $10k

Most income7.66%WLDR · $766 on $10k

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

Held in common6.6%WLDR and ACWI

WLDR

ACWI

Affinity World Leaders Equity ETF · $138MiShares MSCI ACWI ETF · $31.5B

+30.0%3 years · per year$21,946 · $17,609+20.8%

+16.6%5 years · per year$21,525 · $15,783+9.6%

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

7.66%12-mo yield$766 · $147 on $10k1.47%

−12.4%Worst dropSmaller wins−9.7%

18.8%VolatilityLower wins14.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWLDR · ACWI

2.6%MU0.7%

0.6%SHEL.L0.3%

1.0%CAT0.3%

3.6%VZ0.2%

Held in common6.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AWLDR	Affinity World Leaders Equity ETFRead Desk	1.05%	7.66%	−0.9%	+20.8%	+27.4%	+30.0%	+16.6%	−12.4%	$138M
2	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AWLDR	Affinity World Leaders Equity ETFRead Desk	1.05%	7.66%	−0.9%	+20.8%	+27.4%	+30.0%	+16.6%	−12.4%	$138M
2	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

End-of-day Nov 6, 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

$21,525

ACWI

iShares MSCI ACWI

$15,783

MeasureWLDRACWI

Fee1.05%0.32%

Cost on $10k a year$105$32

Yield7.66%1.47%

5 years, per year+16.6%+9.6%

3 years, per year+30.0%+20.8%

Worst drop · 1Y−12.4%−9.7%

Volatility · 1Y18.8%14.6%

3–3measures won
level

6.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: WLDR, ACWI, VEA

Today

26.2%most shared, ACWI and VEA

WLDRACWIVEA

WLDR—6.6%7.3%

ACWI6.6%—26.2%

VEA7.3%26.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$661most kept, WLDR

WLDR$766 − $105 = $661

VEA$251 − $3 = $248

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee