WRND vs ACWI

AWRND

BACWI

Measures won1–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI

Lowest cost0.18%WRND · $18 on $10k

Most income1.42%ACWI · $142 on $10k

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

Held in common35.6%WRND and ACWI

WRND

ACWI

NYLI Global Equity R&D Leaders ETF · $10MiShares MSCI ACWI ETF · $32.8B

+22.6%3 years · per year$18,427 · $18,581+22.9%

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

0.18%Expense ratio$18 · $32 on $10k · lower wins0.32%

0.97%12-mo yield$97 · $142 on $10k1.42%

−12.4%Worst dropSmaller wins−9.7%

20.1%VolatilityLower wins14.2%

1–4ACWI wins

$10,000 · 5 yearsOne scale

Shared top holdingsWRND · ACWI

7.0%AAPL4.8%

7.3%NVDA4.7%

4.6%MSFT3.6%

4.0%AMZN2.4%

Held in common35.6%

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	AWRND	NYLI Global Equity R&D Leaders ETFRead Desk		0.18%	0.97%	+0.6%	+10.7%	+8.7%	+22.6%	new	−12.4%	$10M

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	AWRND	NYLI Global Equity R&D Leaders ETFRead Desk		0.18%	0.97%	+0.6%	+10.7%	+8.7%	+22.6%	new	−12.4%	$10M

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

WRND vs ACWI

WRND

NYLI Global Equity R&D Leaders

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureWRNDACWI

Fee0.18%0.32%

Cost on $10k a year$18$32

Yield0.97%1.42%

5 years, per year[…]+10.6%

3 years, per year+22.6%+22.9%

Worst drop · 1Y−12.4%−9.7%

Volatility · 1Y20.1%14.2%

4–1measures won
ACWI first

35.6%

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: WRND, ACWI

Today

35.6%most shared, WRND and ACWI

WRNDACWI

WRND—35.6%

ACWI35.6%—

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

WRND$97 − $18 = $79

KeptFee

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