ACWI vs XLI
Comparison between ISHARES MSCI ACWI ETF (ACWI, ETF) and THE INDUSTRIAL SELECT SECTOR SPDR FUND (XLI, ETF).
5-Year PerformanceXLI has outperformed ACWI, delivering a return of +12.1% compared to +11.0%
ACWI vs XLI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWI
$28B
Winner
XLI
$28B
Expense Ratio
ACWI
0.32%
Winner
XLI
0.08%
Max Drawdown
Winner
ACWI
56.28%
XLI
63.34%
Sharpe Ratio
Winner
ACWI
2.01
XLI
1.57
5Y Beta
ACWI
0.90
Winner
XLI
0.89
P/E Ratio
Winner
ACWI
26.80
XLI
32.67
Forward P/E
Winner
ACWI
18.44
XLI
26.30
PEG Ratio
ACWI
N/A
XLI
0.70
5Y Dividends CAGR
ACWI
7.78%
Winner
XLI
7.99%
5Y EPS CAGR
Winner
ACWI
20.80%
XLI
10.48%
Debt to Equity
Winner
ACWI
30.88%
XLI
65.95%
P/S Ratio
Winner
ACWI
2.99
XLI
3.19
P/B Ratio
Winner
ACWI
4.26
XLI
7.10
ACWI vs XLI - Holdings Comparison
ACWI and XLI have 69 common holdings. Overlap is 5.23%
ACWI's top 25 holdings weight is 31.06%. XLI's top 25 holdings weight is 66.13%.
| Rank | ACWI | XLI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.30% | CATERPILLAR INC (CAT) - 7.14% |
| #2 | MICROSOFT CORP (MSFT) - 4.19% | GE AEROSPACE (GE) - 5.69% |
| #3 | APPLE INC (AAPL) - 3.70% | GE VERNOVA INC (GEV) - 5.50% |
| #4 | AMAZON.COM INC (AMZN) - 2.43% | RTX CORP (RTX) - 4.42% |
| #5 | META PLATFORMS INC CLASS A (META) - 1.87% | BOEING CO (BA) - 3.40% |
| #6 | BROADCOM INC (AVGO) - 1.38% | EATON CORP PLC (ETN) - 3.01% |
| #7 | TESLA INC (TSLA) - 1.23% | UNION PACIFIC CORP (UNP) - 2.98% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 1.17% | UBER TECHNOLOGIES INC (UBER) - 2.86% |
| #9 | n/a (n/a) - 1.03% | DEERE & CO (DE) - 2.67% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.01% | HONEYWELL INTERNATIONAL INC (HON) - 2.54% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.95% | PARKER HANNIFIN CORP (PH) - 2.28% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.80% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.19% |
| #13 | ELI LILLY AND CO (LLY) - 0.76% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 2.00% |
| #14 | VISA INC CLASS A (V) - 0.72% | LOCKHEED MARTIN CORP (LMT) - 1.95% |
| #15 | NETFLIX INC (NFLX) - 0.65% | HOWMET AEROSPACE INC (HWM) - 1.81% |
| #16 | EXXON MOBIL CORP (XOM) - 0.59% | QUANTA SERVICES INC (PWR) - 1.76% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.54% | CUMMINS INC (CMI) - 1.66% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.54% | n/a (JCI) - 1.63% |
| #19 | WALMART INC (WMT) - 0.53% | WASTE MANAGEMENT INC (WM) - 1.58% |
| #20 | TENCENT HOLDINGS LTD (n/a) - 0.50% | CSX CORP (CSX) - 1.58% |
| #21 | PROCTER & GAMBLE CO (PG) - 0.46% | FEDEX CORP (FDX) - 1.58% |
| #22 | JOHNSON & JOHNSON (JNJ) - 0.44% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.50% |
| #23 | THE HOME DEPOT INC (HD) - 0.43% | GENERAL DYNAMICS CORP (GD) - 1.49% |
| #24 | ORACLE CORP (ORCL) - 0.43% | EMERSON ELECTRIC CO (EMR) - 1.46% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.41% | NORTHROP GRUMMAN CORP (NOC) - 1.45% |
| Total Holdings | 1945 | 82 |
ACWI vs XLI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ACWI
+7.44%
XLI
+1.62%
3M
Winner
ACWI
+5.41%
XLI
-0.01%
6M
ACWI
+12.33%
Winner
XLI
+13.66%
1Y
Winner
ACWI
+32.77%
XLI
+29.05%
5Y(CAGR)
ACWI
+11.02%
Winner
XLI
+12.14%
10Y(CAGR)
ACWI
+12.92%
Winner
XLI
+14.06%
Max(CAGR)
ACWI
+8.50%
Winner
XLI
+9.17%
ACWI vs XLI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ACWI | XLI |
|---|---|---|
| 2026 | +9.05% | +9.94% |
| 2025 | +22.65% | +19.75% |
| 2024 | +18.47% | +18.50% |
| 2023 | +22.27% | +17.87% |
| 2022 | -18.80% | -4.80% |
| 2021 | +19.33% | +24.08% |
| 2020 | +15.14% | +8.90% |
| 2019 | +26.62% | +28.43% |
| 2018 | -10.03% | -13.75% |
| 2017 | +23.39% | +23.23% |
| 2016 | +10.36% | +21.64% |
| 2015 | -1.98% | -4.19% |
| 2014 | +5.31% | +11.92% |
| 2013 | +19.95% | +37.25% |
| 2012 | +14.58% | +12.46% |
| 2011 | -8.53% | -1.82% |
| 2010 | +10.50% | +25.43% |
| 2009 | +29.52% | +17.74% |
| 2008 | -34.87% | -37.71% |
| 2007 | N/A | +12.77% |
| 2006 | N/A | +13.25% |
| 2005 | N/A | +3.64% |
| 2004 | N/A | +17.84% |
| 2003 | N/A | +28.54% |
| 2002 | N/A | -24.58% |
| 2001 | N/A | -6.01% |
| 2000 | N/A | +9.58% |
| 1999 | N/A | +8.76% |
ACWI vs XLI Drawdown Comparison
The maximum drawdown for ACWI was -56.00%, occurring on Mar 9, 2009. Recovery took 1186 trading sessions.
The maximum drawdown for XLI was -62.27%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The current ACWI drawdown is -0.01%. The current XLI drawdown is -2.92%.
| Rank | ACWI | XLI |
|---|---|---|
| #1 | -56.00% May 16, 2008 - Feb 1, 2013 | -62.27% Oct 9, 2007 - Apr 29, 2011 |
| #2 | -33.53% Feb 12, 2020 - Aug 24, 2020 | -43.29% Dec 11, 2000 - Dec 1, 2004 |
| #3 | -26.41% Jan 3, 2022 - Jan 25, 2024 | -42.31% Feb 12, 2020 - Nov 9, 2020 |
| #4 | -19.49% Jan 26, 2018 - Jul 24, 2019 | -25.84% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -19.44% May 21, 2015 - Jan 4, 2017 | -24.10% Sep 21, 2018 - Jul 24, 2019 |
| #6 | -16.55% Feb 18, 2025 - May 19, 2025 | -21.66% Jan 4, 2022 - Jun 15, 2023 |
| #7 | -9.73% Feb 25, 2026 - Apr 15, 2026 | -18.50% Nov 29, 2024 - May 16, 2025 |
| #8 | -9.19% Sep 5, 2014 - Feb 20, 2015 | -15.69% Feb 20, 2015 - Apr 27, 2016 |
| #9 | -8.88% May 21, 2013 - Sep 10, 2013 | -14.93% Dec 31, 1999 - Apr 7, 2000 |
| #10 | -8.10% Jul 16, 2024 - Aug 23, 2024 | -12.57% Aug 1, 2023 - Dec 12, 2023 |
| #11 | -7.51% Sep 2, 2020 - Nov 9, 2020 | -12.44% May 5, 2006 - Nov 16, 2006 |
| #12 | -6.66% Dec 31, 2013 - Feb 27, 2014 | -12.22% Mar 2, 2026 - Mar 30, 2026 |
| #13 | -6.53% Jul 24, 2019 - Oct 24, 2019 | -12.16% Mar 16, 2012 - Dec 10, 2012 |
| #14 | -5.48% Sep 3, 2021 - Oct 28, 2021 | -11.41% May 16, 2000 - Aug 11, 2000 |
| #15 | -5.12% Nov 16, 2021 - Dec 27, 2021 | -11.30% Jan 26, 2018 - Sep 21, 2018 |
Correlation
Correlation between ACWI and XLI 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 XLI dividend yield comparison.
| Year | ACWI | XLI |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 1.55% | 1.29% |
| 2024 | 1.70% | 1.44% |
| 2023 | 1.88% | 1.63% |
| 2022 | 1.79% | 1.63% |
| 2021 | 1.71% | 1.25% |
| 2020 | 1.43% | 1.55% |
| 2019 | 2.33% | 1.94% |
| 2018 | 2.18% | 2.15% |
| 2017 | 1.94% | 1.77% |
| 2016 | 2.19% | 2.07% |
| 2015 | 2.56% | 2.15% |
| 2014 | 2.26% | 1.85% |
| 2013 | 1.89% | 1.67% |
| 2012 | 2.25% | 2.27% |
| 2011 | 2.40% | 2.16% |
| 2010 | 1.73% | 1.68% |
| 2009 | 1.29% | 2.32% |
| 2008 | 0.61% | 3.10% |
| 2007 | 0.00% | 1.45% |
| 2006 | 0.00% | 2.22% |
| 2005 | 0.00% | 1.56% |
| 2004 | 0.00% | 1.30% |
| 2003 | 0.00% | 1.28% |
| 2002 | 0.00% | 1.60% |
| 2001 | 0.00% | 1.23% |
| 2000 | 0.00% | 1.06% |
| 1999 | 0.00% | 0.66% |
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