ACWV vs IYF
Comparison between ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).
5-Year PerformanceIYF has outperformed ACWV, delivering a return of +10.1% compared to +5.5%
ACWV vs IYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWV
$3.30B
IYF
$3.30B
Expense Ratio
Winner
ACWV
0.20%
IYF
0.38%
Max Drawdown
Winner
ACWV
28.82%
IYF
80.22%
Sharpe Ratio
ACWV
0.19
Winner
IYF
0.54
5Y Beta
Winner
ACWV
0.36
IYF
0.85
P/E Ratio
ACWV
20.14
Winner
IYF
14.90
Forward P/E
ACWV
17.10
Winner
IYF
14.21
PEG Ratio
Winner
ACWV
0.18
IYF
0.33
5Y Dividends CAGR
ACWV
5.63%
Winner
IYF
14.72%
5Y EPS CAGR
Winner
ACWV
16.31%
IYF
11.23%
Debt to Equity
Winner
ACWV
25.50%
IYF
45.38%
P/S Ratio
Winner
ACWV
1.42
IYF
2.91
P/B Ratio
ACWV
3.50
Winner
IYF
1.92
ACWV vs IYF - Holdings Comparison
ACWV and IYF have 16 common holdings. Overlap is 6.07%
ACWV's top 25 holdings weight is 25.80%. IYF's top 25 holdings weight is 69.69%.
| Rank | ACWV | IYF |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 1.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.52% |
| #2 | CISCO SYSTEMS INC (CSCO) - 1.48% | JPMORGAN CHASE & CO (JPM) - 10.63% |
| #3 | DUKE ENERGY CORP (DUK) - 1.30% | BANK OF AMERICA CORP (BAC) - 4.53% |
| #4 | MOTOROLA SOLUTIONS INC (MSI) - 1.29% | THE GOLDMAN SACHS GROUP INC (GS) - 4.09% |
| #5 | CENCORA INC (COR) - 1.27% | WELLS FARGO & CO (WFC) - 4.06% |
| #6 | SOUTHERN CO (SO) - 1.14% | CITIGROUP INC (C) - 3.39% |
| #7 | WASTE MANAGEMENT INC (WM) - 1.06% | MORGAN STANLEY (MS) - 3.19% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04% | CHARLES SCHWAB CORP (SCHW) - 2.66% |
| #9 | n/a (n/a) - 1.02% | BLACKROCK INC (BLK) - 2.50% |
| #10 | KDDI CORP (n/a) - 1.01% | S&P GLOBAL INC (SPGI) - 2.22% |
| #11 | REPUBLIC SERVICES INC (RSG) - 1.00% | CHUBB LTD (CB) - 2.04% |
| #12 | MCDONALD'S CORP (MCD) - 0.99% | PROGRESSIVE CORP (PGR) - 1.94% |
| #13 | CHUBB LTD (CB) - 0.97% | CME GROUP INC CLASS A (CME) - 1.86% |
| #14 | PEPSICO INC (PEP) - 0.96% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.58% |
| #15 | AT&T INC (T) - 0.95% | MARSH (MRSH) - 1.44% |
| #16 | EXXON MOBIL CORP (XOM) - 0.95% | BANK OF NEW YORK MELLON CORP (BK) - 1.43% |
| #17 | MICROSOFT CORP (MSFT) - 0.94% | BLACKSTONE INC (BX) - 1.42% |
| #18 | MCKESSON CORP (MCK) - 0.92% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.40% |
| #19 | THE KROGER CO (KR) - 0.91% | U.S. BANCORP (USB) - 1.40% |
| #20 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.89% | MOODYS CORP (MCO) - 1.16% |
| #21 | CONSOLIDATED EDISON INC (ED) - 0.87% | AON PLC CLASS A (AON) - 1.15% |
| #22 | VERIZON COMMUNICATIONS INC (VZ) - 0.84% | THE TRAVELERS COMPANIES INC (TRV) - 1.08% |
| #23 | T-MOBILE US INC (TMUS) - 0.83% | KKR & CO INC ORDINARY SHARES (KKR) - 1.05% |
| #24 | SOFTBANK CORP (n/a) - 0.83% | TRUIST FINANCIAL CORP (TFC) - 1.01% |
| #25 | ORANGE SA (n/a) - 0.83% | ARTHUR J. GALLAGHER & CO (AJG) - 0.94% |
| Total Holdings | 469 | 144 |
ACWV vs IYF - Historical Returns
Returns include dividend reinvestment.
1M
ACWV
-0.52%
Winner
IYF
+0.18%
3M
Winner
ACWV
-1.67%
IYF
-4.60%
6M
Winner
ACWV
+3.04%
IYF
-0.23%
1Y
ACWV
+5.73%
Winner
IYF
+9.94%
5Y(CAGR)
ACWV
+5.55%
Winner
IYF
+10.07%
10Y(CAGR)
ACWV
+7.45%
Winner
IYF
+12.87%
Max(CAGR)
Winner
ACWV
+8.33%
IYF
+5.81%
ACWV vs IYF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | ACWV | IYF |
|---|---|---|
| 2026 | +1.95% | -4.96% |
| 2025 | +11.32% | +18.38% |
| 2024 | +11.25% | +30.95% |
| 2023 | +7.77% | +14.95% |
| 2022 | -9.99% | -12.21% |
| 2021 | +14.56% | +33.66% |
| 2020 | +2.75% | -1.55% |
| 2019 | +21.70% | +31.73% |
| 2018 | -1.61% | -9.17% |
| 2017 | +18.27% | +18.69% |
| 2016 | +8.98% | +19.25% |
| 2015 | +3.19% | -0.53% |
| 2014 | +12.02% | +14.81% |
| 2013 | +15.87% | +29.91% |
| 2012 | +9.50% | +23.10% |
| 2011 | -0.92% | -14.90% |
| 2010 | N/A | +10.48% |
| 2009 | N/A | +16.13% |
| 2008 | N/A | -49.28% |
| 2007 | N/A | -18.33% |
| 2006 | N/A | +16.82% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +27.24% |
| 2002 | N/A | -12.90% |
| 2001 | N/A | -3.55% |
| 2000 | N/A | -2.24% |
ACWV vs IYF Drawdown Comparison
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The current ACWV drawdown is -3.35%. The current IYF drawdown is -7.35%.
| Rank | ACWV | IYF |
|---|---|---|
| #1 | -28.82% Feb 14, 2020 - Jan 8, 2021 | -79.08% Jun 4, 2007 - Dec 7, 2016 |
| #2 | -18.13% Dec 31, 2021 - Feb 22, 2024 | -42.57% Feb 14, 2020 - Feb 12, 2021 |
| #3 | -11.15% Apr 28, 2015 - Mar 17, 2016 | -33.32% May 26, 2000 - Nov 3, 2003 |
| #4 | -10.06% Sep 21, 2018 - Feb 19, 2019 | -25.05% Jan 12, 2022 - Jan 30, 2024 |
| #5 | -9.24% May 15, 2013 - Oct 18, 2013 | -19.88% Sep 20, 2018 - Apr 26, 2019 |
| #6 | -8.40% Jan 26, 2018 - Sep 13, 2018 | -16.60% Feb 18, 2025 - Jun 24, 2025 |
| #7 | -7.91% Aug 11, 2016 - Mar 15, 2017 | -13.88% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -7.80% Oct 27, 2011 - Jan 23, 2012 | -11.23% Mar 5, 2004 - Nov 11, 2004 |
| #9 | -7.56% Apr 2, 2025 - Apr 30, 2025 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -6.37% Feb 27, 2026 - Mar 27, 2026 | -9.18% Dec 30, 2004 - Jul 12, 2005 |
| #11 | -6.18% Nov 15, 2013 - Mar 6, 2014 | -8.50% Nov 29, 2024 - Jan 30, 2025 |
| #12 | -5.78% Apr 2, 2012 - Jun 19, 2012 | -8.35% Feb 20, 2007 - Jun 1, 2007 |
| #13 | -5.72% Nov 29, 2024 - Feb 13, 2025 | -7.76% Jul 30, 2024 - Aug 23, 2024 |
| #14 | -5.30% Sep 3, 2021 - Dec 16, 2021 | -7.64% May 5, 2006 - Sep 13, 2006 |
| #15 | -4.85% Sep 5, 2014 - Oct 30, 2014 | -7.35% Nov 3, 2021 - Jan 7, 2022 |
Correlation
Correlation between ACWV and IYF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
ACWV vs IYF dividend yield comparison.
| Year | ACWV | IYF |
|---|---|---|
| 2026 | 0.00% | 0.47% |
| 2025 | 2.09% | 1.32% |
| 2024 | 2.33% | 1.29% |
| 2023 | 2.41% | 1.67% |
| 2022 | 2.18% | 1.86% |
| 2021 | 1.92% | 1.27% |
| 2020 | 1.77% | 1.72% |
| 2019 | 2.54% | 1.65% |
| 2018 | 2.32% | 1.90% |
| 2017 | 2.04% | 1.46% |
| 2016 | 2.56% | 1.67% |
| 2015 | 2.28% | 1.66% |
| 2014 | 2.22% | 1.38% |
| 2013 | 2.47% | 1.33% |
| 2012 | 1.94% | 1.67% |
| 2011 | 0.51% | 1.68% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 1.71% |
| 2008 | 0.00% | 4.64% |
| 2007 | 0.00% | 2.75% |
| 2006 | 0.00% | 1.86% |
| 2005 | 0.00% | 2.03% |
| 2004 | 0.00% | 1.75% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.29% |
| 2000 | 0.00% | 2.11% |
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