ACWV vs SPY
Comparison between ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ACWV, delivering a return of +13.3% compared to +5.5%
ACWV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWV
$3.30B
Winner
SPY
$652B
Expense Ratio
ACWV
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
ACWV
28.82%
SPY
56.47%
Sharpe Ratio
ACWV
0.19
Winner
SPY
2.07
5Y Beta
Winner
ACWV
0.36
SPY
1.00
P/E Ratio
Winner
ACWV
20.14
SPY
28.24
Forward P/E
Winner
ACWV
17.10
SPY
21.85
PEG Ratio
ACWV
0.18
SPY
N/A
5Y Dividends CAGR
Winner
ACWV
5.63%
SPY
5.43%
5Y EPS CAGR
ACWV
16.31%
Winner
SPY
25.79%
Debt to Equity
ACWV
25.50%
Winner
SPY
22.35%
P/S Ratio
Winner
ACWV
1.42
SPY
3.55
P/B Ratio
Winner
ACWV
3.50
SPY
5.29
ACWV vs SPY - Holdings Comparison
ACWV and SPY have 139 common holdings. Overlap is 21.36%
ACWV's top 25 holdings weight is 25.80%. SPY's top 25 holdings weight is 51.32%.
| Rank | ACWV | SPY |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 1.51% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | CISCO SYSTEMS INC (CSCO) - 1.48% | APPLE INC (AAPL) - 6.48% |
| #3 | DUKE ENERGY CORP (DUK) - 1.30% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | MOTOROLA SOLUTIONS INC (MSI) - 1.29% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | CENCORA INC (COR) - 1.27% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | SOUTHERN CO (SO) - 1.14% | BROADCOM INC (AVGO) - 3.09% |
| #7 | WASTE MANAGEMENT INC (WM) - 1.06% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | n/a (n/a) - 1.02% | TESLA INC (TSLA) - 1.73% |
| #10 | KDDI CORP (n/a) - 1.01% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | REPUBLIC SERVICES INC (RSG) - 1.00% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MCDONALD'S CORP (MCD) - 0.99% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CHUBB LTD (CB) - 0.97% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | PEPSICO INC (PEP) - 0.96% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | AT&T INC (T) - 0.95% | WALMART INC (WMT) - 0.91% |
| #16 | EXXON MOBIL CORP (XOM) - 0.95% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | MICROSOFT CORP (MSFT) - 0.94% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | MCKESSON CORP (MCK) - 0.92% | VISA INC CLASS A (V) - 0.85% |
| #19 | THE KROGER CO (KR) - 0.91% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.89% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | CONSOLIDATED EDISON INC (ED) - 0.87% | INTEL CORP (INTC) - 0.65% |
| #22 | VERIZON COMMUNICATIONS INC (VZ) - 0.84% | NETFLIX INC (NFLX) - 0.64% |
| #23 | T-MOBILE US INC (TMUS) - 0.83% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | SOFTBANK CORP (n/a) - 0.83% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ORANGE SA (n/a) - 0.83% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 469 | 505 |
ACWV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ACWV
-0.52%
Winner
SPY
+9.11%
3M
ACWV
-1.67%
Winner
SPY
+6.59%
6M
ACWV
+3.04%
Winner
SPY
+10.56%
1Y
ACWV
+5.73%
Winner
SPY
+32.04%
5Y(CAGR)
ACWV
+5.55%
Winner
SPY
+13.35%
10Y(CAGR)
ACWV
+7.45%
Winner
SPY
+15.49%
Max(CAGR)
ACWV
+8.33%
Winner
SPY
+8.50%
ACWV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ACWV | SPY |
|---|---|---|
| 2026 | +1.95% | +8.27% |
| 2025 | +11.32% | +18.00% |
| 2024 | +11.25% | +25.59% |
| 2023 | +7.77% | +26.72% |
| 2022 | -9.99% | -18.64% |
| 2021 | +14.56% | +30.52% |
| 2020 | +2.75% | +17.28% |
| 2019 | +21.70% | +31.09% |
| 2018 | -1.61% | -5.24% |
| 2017 | +18.27% | +20.78% |
| 2016 | +8.98% | +13.59% |
| 2015 | +3.19% | +1.31% |
| 2014 | +12.02% | +14.56% |
| 2013 | +15.87% | +29.00% |
| 2012 | +9.50% | +14.17% |
| 2011 | -0.92% | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -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% |
ACWV vs SPY Drawdown Comparison
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ACWV drawdown is -3.35%.
| Rank | ACWV | SPY |
|---|---|---|
| #1 | -28.82% Feb 14, 2020 - Jan 8, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -18.13% Dec 31, 2021 - Feb 22, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -11.15% Apr 28, 2015 - Mar 17, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -10.06% Sep 21, 2018 - Feb 19, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.24% May 15, 2013 - Oct 18, 2013 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.40% Jan 26, 2018 - Sep 13, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.91% Aug 11, 2016 - Mar 15, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.80% Oct 27, 2011 - Jan 23, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.56% Apr 2, 2025 - Apr 30, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.37% Feb 27, 2026 - Mar 27, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.18% Nov 15, 2013 - Mar 6, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.78% Apr 2, 2012 - Jun 19, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.72% Nov 29, 2024 - Feb 13, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.30% Sep 3, 2021 - Dec 16, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.85% Sep 5, 2014 - Oct 30, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ACWV and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
ACWV vs SPY dividend yield comparison.
| Year | ACWV | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 2.09% | 1.07% |
| 2024 | 2.33% | 1.21% |
| 2023 | 2.41% | 1.40% |
| 2022 | 2.18% | 1.65% |
| 2021 | 1.92% | 1.20% |
| 2020 | 1.77% | 1.52% |
| 2019 | 2.54% | 1.75% |
| 2018 | 2.32% | 2.04% |
| 2017 | 2.04% | 1.80% |
| 2016 | 2.56% | 2.03% |
| 2015 | 2.28% | 2.06% |
| 2014 | 2.22% | 1.87% |
| 2013 | 2.47% | 1.81% |
| 2012 | 1.94% | 2.18% |
| 2011 | 0.51% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 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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