ACWI vs EFV
Comparison between ISHARES MSCI ACWI ETF (ACWI, ETF) and ISHARES MSCI EAFE VALUE ETF (EFV, ETF).
5-Year PerformanceEFV has outperformed ACWI, delivering a return of +12.4% compared to +11.0%
ACWI vs EFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWI
$28B
Winner
EFV
$29B
Expense Ratio
ACWI
0.32%
Winner
EFV
0.31%
Max Drawdown
Winner
ACWI
56.28%
EFV
66.71%
Sharpe Ratio
Winner
ACWI
2.01
EFV
1.81
5Y Beta
ACWI
0.90
Winner
EFV
0.62
P/E Ratio
ACWI
26.80
EFV
N/A
Forward P/E
ACWI
18.44
EFV
N/A
5Y Dividends CAGR
ACWI
7.78%
Winner
EFV
13.37%
5Y EPS CAGR
ACWI
20.80%
EFV
N/A
Debt to Equity
ACWI
30.88%
EFV
N/A
P/S Ratio
ACWI
2.99
EFV
N/A
P/B Ratio
ACWI
4.26
EFV
N/A
ACWI vs EFV - Holdings Comparison
ACWI and EFV have 5 common holdings. Overlap is -0.16%
ACWI's top 25 holdings weight is 31.06%. EFV's top 25 holdings weight is 32.55%.
| Rank | ACWI | EFV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.30% | HSBC HOLDINGS PLC (n/a) - 2.73% |
| #2 | MICROSOFT CORP (MSFT) - 4.19% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.56% |
| #3 | APPLE INC (AAPL) - 3.70% | NESTLE SA (n/a) - 2.37% |
| #4 | AMAZON.COM INC (AMZN) - 2.43% | SHELL PLC (n/a) - 2.26% |
| #5 | META PLATFORMS INC CLASS A (META) - 1.87% | BHP GROUP LTD (n/a) - 1.81% |
| #6 | BROADCOM INC (AVGO) - 1.38% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.73% |
| #7 | TESLA INC (TSLA) - 1.23% | TOYOTA MOTOR CORP (n/a) - 1.62% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 1.17% | TOTALENERGIES SE (TTE:XPAR) - 1.59% |
| #9 | n/a (n/a) - 1.03% | BANCO SANTANDER SA (n/a) - 1.56% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.01% | ALLIANZ SE (n/a) - 1.54% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.95% | IBERDROLA SA (n/a) - 1.34% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.80% | SIEMENS AG (n/a) - 1.25% |
| #13 | ELI LILLY AND CO (LLY) - 0.76% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.13% |
| #14 | VISA INC CLASS A (V) - 0.72% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.10% |
| #15 | NETFLIX INC (NFLX) - 0.65% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.09% |
| #16 | EXXON MOBIL CORP (XOM) - 0.59% | BP PLC (n/a) - 1.08% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.54% | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.00% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.54% | GSK PLC (n/a) - 0.99% |
| #19 | WALMART INC (WMT) - 0.53% | BNP PARIBAS ACT. CAT.A (n/a) - 0.93% |
| #20 | TENCENT HOLDINGS LTD (n/a) - 0.50% | SANOFI SA (n/a) - 0.92% |
| #21 | PROCTER & GAMBLE CO (PG) - 0.46% | SONY GROUP CORP (n/a) - 0.39% |
| #22 | JOHNSON & JOHNSON (JNJ) - 0.44% | BAYER AG (n/a) - 0.39% |
| #23 | THE HOME DEPOT INC (HD) - 0.43% | RWE AG CLASS A (n/a) - 0.39% |
| #24 | ORACLE CORP (ORCL) - 0.43% | DIAGEO PLC (n/a) - 0.39% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.41% | JAPAN TOBACCO INC (n/a) - 0.39% |
| Total Holdings | 1945 | 405 |
ACWI vs EFV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ACWI
+7.44%
EFV
+0.40%
3M
Winner
ACWI
+5.41%
EFV
-0.76%
6M
ACWI
+12.33%
Winner
EFV
+15.54%
1Y
ACWI
+32.77%
Winner
EFV
+33.12%
5Y(CAGR)
ACWI
+11.02%
Winner
EFV
+12.43%
10Y(CAGR)
Winner
ACWI
+12.92%
EFV
+10.02%
Max(CAGR)
Winner
ACWI
+8.50%
EFV
+5.90%
ACWI vs EFV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | ACWI | EFV |
|---|---|---|
| 2026 | +9.05% | +8.13% |
| 2025 | +22.65% | +42.78% |
| 2024 | +18.47% | +6.09% |
| 2023 | +22.27% | +17.94% |
| 2022 | -18.80% | -6.02% |
| 2021 | +19.33% | +10.61% |
| 2020 | +15.14% | -3.97% |
| 2019 | +26.62% | +16.14% |
| 2018 | -10.03% | -15.39% |
| 2017 | +23.39% | +20.26% |
| 2016 | +10.36% | +6.73% |
| 2015 | -1.98% | -5.58% |
| 2014 | +5.31% | -4.94% |
| 2013 | +19.95% | +19.72% |
| 2012 | +14.58% | +15.79% |
| 2011 | -8.53% | -13.17% |
| 2010 | +10.50% | +1.59% |
| 2009 | +29.52% | +26.61% |
| 2008 | -34.87% | -41.53% |
| 2007 | N/A | +3.83% |
| 2006 | N/A | +26.22% |
| 2005 | N/A | +10.86% |
ACWI vs EFV Drawdown Comparison
The maximum drawdown for ACWI was -56.00%, occurring on Mar 9, 2009. Recovery took 1186 trading sessions.
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The current ACWI drawdown is -0.01%. The current EFV drawdown is -2.39%.
| Rank | ACWI | EFV |
|---|---|---|
| #1 | -56.00% May 16, 2008 - Feb 1, 2013 | -63.96% Oct 31, 2007 - Oct 10, 2017 |
| #2 | -33.53% Feb 12, 2020 - Aug 24, 2020 | -43.16% Jan 26, 2018 - May 6, 2021 |
| #3 | -26.41% Jan 3, 2022 - Jan 25, 2024 | -25.80% Feb 9, 2022 - Jul 13, 2023 |
| #4 | -19.49% Jan 26, 2018 - Jul 24, 2019 | -14.78% May 9, 2006 - Oct 12, 2006 |
| #5 | -19.44% May 21, 2015 - Jan 4, 2017 | -13.72% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -16.55% Feb 18, 2025 - May 19, 2025 | -12.13% Jul 12, 2007 - Oct 29, 2007 |
| #7 | -9.73% Feb 25, 2026 - Apr 15, 2026 | -10.90% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -9.19% Sep 5, 2014 - Feb 20, 2015 | -9.39% Jun 7, 2021 - Jan 12, 2022 |
| #9 | -8.88% May 21, 2013 - Sep 10, 2013 | -9.13% Sep 26, 2024 - Feb 14, 2025 |
| #10 | -8.10% Jul 16, 2024 - Aug 23, 2024 | -8.78% Jul 28, 2023 - Dec 1, 2023 |
| #11 | -7.51% Sep 2, 2020 - Nov 9, 2020 | -7.65% Feb 26, 2007 - Apr 5, 2007 |
| #12 | -6.66% Dec 31, 2013 - Feb 27, 2014 | -6.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -6.53% Jul 24, 2019 - Oct 24, 2019 | -6.52% Sep 29, 2005 - Nov 22, 2005 |
| #14 | -5.48% Sep 3, 2021 - Oct 28, 2021 | -5.14% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -5.12% Nov 16, 2021 - Dec 27, 2021 | -4.43% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between ACWI and EFV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2025)
ACWI vs EFV dividend yield comparison.
| Year | ACWI | EFV |
|---|---|---|
| 2025 | 1.55% | 4.16% |
| 2024 | 1.70% | 4.66% |
| 2023 | 1.88% | 4.36% |
| 2022 | 1.79% | 4.17% |
| 2021 | 1.71% | 4.07% |
| 2020 | 1.43% | 2.42% |
| 2019 | 2.33% | 4.62% |
| 2018 | 2.18% | 4.56% |
| 2017 | 1.94% | 3.56% |
| 2016 | 2.19% | 3.28% |
| 2015 | 2.56% | 3.59% |
| 2014 | 2.26% | 4.87% |
| 2013 | 1.89% | 3.19% |
| 2012 | 2.25% | 3.77% |
| 2011 | 2.40% | 4.52% |
| 2010 | 1.73% | 3.23% |
| 2009 | 1.29% | 2.97% |
| 2008 | 0.61% | 4.70% |
| 2007 | 0.00% | 4.51% |
| 2006 | 0.00% | 1.65% |
| 2005 | 0.00% | 0.45% |
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