WRND vs ACWI

AWRND

BACWI

Measures won1–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income2.51%VEA · $251 on $10k

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

Held in common34.8%WRND and ACWI

WRND

ACWI

NYLI Global Equity R&D Leaders ETF · $10MiShares MSCI ACWI ETF · $31.5B

+19.9%3 years · per year$17,231 · $17,609+20.8%

[…]5 years · per year[…] · $15,783+9.6%

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

1.02%12-mo yield$102 · $147 on $10k1.47%

−14.3%Worst dropSmaller wins−9.7%

21.0%VolatilityLower wins14.6%

1–4ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWRND · ACWI

7.6%AAPL5.1%

6.7%NVDA4.2%

4.9%MSFT3.8%

4.3%AMZN2.5%

Held in common34.8%

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	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
2	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
3	AWRND	NYLI Global Equity R&D Leaders ETFRead Desk	0.18%	1.02%	+1.2%	+5.1%	+4.8%	+19.9%	new	−14.3%	$10M

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	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.5B
2	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
3	AWRND	NYLI Global Equity R&D Leaders ETFRead Desk	0.18%	1.02%	+1.2%	+5.1%	+4.8%	+19.9%	new	−14.3%	$10M

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

WRND vs ACWI

WRND

NYLI Global Equity R&D Leaders

[…]

ACWI

iShares MSCI ACWI

$15,783

MeasureWRNDACWI

Fee0.18%0.32%

Cost on $10k a year$18$32

Yield1.02%1.47%

5 years, per year[…]+9.6%

3 years, per year+19.9%+20.8%

Worst drop · 1Y−14.3%−9.7%

Volatility · 1Y21.0%14.6%

4–1measures won
ACWI first

34.8%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WRND, ACWI, VEA

Today

34.8%most shared, WRND and ACWI

WRNDACWIVEA

WRND—34.8%10.4%

ACWI34.8%—26.2%

VEA10.4%26.2%—

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

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

ACWI$147 − $32 = $115

WRND$102 − $18 = $84

KeptFee

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