ACWI vs SPY
Comparison between ISHARES MSCI ACWI ETF (ACWI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ACWI, delivering a return of +13.2% compared to +10.9%
ACWI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWI
$33B
Winner
SPY
$784B
Expense Ratio
ACWI
0.32%
Winner
SPY
0.09%
Max Drawdown
Winner
ACWI
56.28%
SPY
56.47%
Sharpe Ratio
ACWI
1.53
Winner
SPY
1.54
5Y Beta
Winner
ACWI
0.91
SPY
1.00
P/E Ratio
ACWI
28.90
Winner
SPY
27.62
Forward P/E
ACWI
22.28
Winner
SPY
21.11
5Y Dividends CAGR
Winner
ACWI
9.63%
SPY
6.00%
5Y EPS CAGR
Winner
ACWI
28.24%
SPY
25.30%
Debt to Equity
ACWI
35.45%
Winner
SPY
31.11%
P/S Ratio
ACWI
3.95
Winner
SPY
3.49
P/B Ratio
ACWI
6.36
Winner
SPY
5.30
ACWI vs SPY - Holdings Comparison
ACWI and SPY have 403 common holdings. Overlap is 72.19%
ACWI's top 25 holdings weight is 66.65%. SPY's top 25 holdings weight is 51.24%.
| Rank | ACWI | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.64% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 8.86% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 5.80% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | AMAZON.COM INC (AMZN) - 4.74% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.24% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | BROADCOM INC (AVGO) - 3.58% | BROADCOM INC (AVGO) - 2.77% |
| #7 | n/a (n/a) - 3.58% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.34% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.58% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | TESLA INC (TSLA) - 2.30% | TESLA INC (TSLA) - 1.76% |
| #11 | MICRON TECHNOLOGY INC (MU) - 2.14% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ELI LILLY AND CO (LLY) - 1.84% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.80% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.66% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 1.60% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | SK HYNIX INC (n/a) - 1.38% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ASML HOLDING NV (n/a) - 1.36% | VISA INC CLASS A (V) - 0.87% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.36% | INTEL CORP (INTC) - 0.85% |
| #19 | EXXON MOBIL CORP (XOM) - 1.26% | WALMART INC (WMT) - 0.82% |
| #20 | JOHNSON & JOHNSON (JNJ) - 1.12% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | VISA INC CLASS A (V) - 0.54% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | WALMART INC (WMT) - 0.52% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.49% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | INTEL CORP (INTC) - 0.49% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | CATERPILLAR INC (CAT) - 0.43% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 2111 | 505 |
ACWI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ACWI
-0.36%
SPY
-1.37%
3M
ACWI
+11.97%
Winner
SPY
+12.22%
6M
Winner
ACWI
+9.10%
SPY
+7.20%
1Y
Winner
ACWI
+25.59%
SPY
+23.58%
5Y(CAGR)
ACWI
+10.90%
Winner
SPY
+13.19%
10Y(CAGR)
ACWI
+12.47%
Winner
SPY
+15.12%
Max(CAGR)
ACWI
+8.44%
Winner
SPY
+8.44%
ACWI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ACWI | SPY |
|---|---|---|
| 2026 | +9.08% | +7.95% |
| 2025 | +22.65% | +18.00% |
| 2024 | +18.47% | +25.59% |
| 2023 | +22.27% | +26.72% |
| 2022 | -18.80% | -18.64% |
| 2021 | +19.33% | +30.52% |
| 2020 | +15.14% | +17.28% |
| 2019 | +26.62% | +31.09% |
| 2018 | -10.03% | -5.24% |
| 2017 | +23.39% | +20.78% |
| 2016 | +10.36% | +13.59% |
| 2015 | -1.98% | +1.31% |
| 2014 | +5.31% | +14.56% |
| 2013 | +19.95% | +29.00% |
| 2012 | +14.58% | +14.17% |
| 2011 | -8.53% | +0.85% |
| 2010 | +10.50% | +13.14% |
| 2009 | +29.52% | +22.67% |
| 2008 | -34.87% | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ACWI vs SPY Drawdown Comparison
The maximum drawdown for ACWI was -56.00%, occurring on Mar 9, 2009. Recovery took 1186 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ACWI drawdown is -2.84%. The current SPY drawdown is -3.18%.
| Rank | ACWI | SPY |
|---|---|---|
| #1 | -56.00% May 16, 2008 - Feb 1, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -33.53% Feb 12, 2020 - Aug 24, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.41% Jan 3, 2022 - Jan 25, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.49% Jan 26, 2018 - Jul 24, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.44% May 21, 2015 - Jan 4, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.55% Feb 18, 2025 - May 19, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.73% Feb 25, 2026 - Apr 15, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.19% Sep 5, 2014 - Feb 20, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.88% May 21, 2013 - Sep 10, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.10% Jul 16, 2024 - Aug 23, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.51% Sep 2, 2020 - Nov 9, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.66% Dec 31, 2013 - Feb 27, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.53% Jul 24, 2019 - Oct 24, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.48% Sep 3, 2021 - Oct 28, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.12% Nov 16, 2021 - Dec 27, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ACWI and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
ACWI vs SPY dividend yield comparison.
| Year | ACWI | SPY |
|---|---|---|
| 2026 | 0.65% | 0.50% |
| 2025 | 1.55% | 1.07% |
| 2024 | 1.70% | 1.21% |
| 2023 | 1.88% | 1.40% |
| 2022 | 1.79% | 1.65% |
| 2021 | 1.71% | 1.20% |
| 2020 | 1.43% | 1.52% |
| 2019 | 2.33% | 1.75% |
| 2018 | 2.18% | 2.04% |
| 2017 | 1.94% | 1.80% |
| 2016 | 2.19% | 2.03% |
| 2015 | 2.56% | 2.06% |
| 2014 | 2.26% | 1.87% |
| 2013 | 1.89% | 1.81% |
| 2012 | 2.25% | 2.18% |
| 2011 | 2.40% | 2.05% |
| 2010 | 1.73% | 1.80% |
| 2009 | 1.29% | 1.95% |
| 2008 | 0.61% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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