ACWV vs TSPA
Comparison between ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).
5-Year PerformanceTSPA has outperformed ACWV, delivering a return of +13.7% compared to +5.4%
ACWV vs TSPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWV
$3.30B
Winner
TSPA
$3.40B
Expense Ratio
Winner
ACWV
0.20%
TSPA
0.34%
Max Drawdown
ACWV
28.82%
Winner
TSPA
24.72%
Sharpe Ratio
ACWV
0.16
Winner
TSPA
1.52
5Y Beta
Winner
ACWV
0.36
TSPA
0.97
P/E Ratio
Winner
ACWV
19.87
TSPA
29.25
Forward P/E
Winner
ACWV
16.26
TSPA
21.87
PEG Ratio
Winner
ACWV
0.20
TSPA
0.49
5Y Dividends CAGR
ACWV
5.90%
TSPA
N/A
5Y EPS CAGR
ACWV
15.66%
Winner
TSPA
29.87%
Debt to Equity
Winner
ACWV
17.98%
TSPA
52.38%
P/S Ratio
Winner
ACWV
1.49
TSPA
3.82
P/B Ratio
Winner
ACWV
3.42
TSPA
5.68
ACWV vs TSPA - Holdings Comparison
ACWV and TSPA have 86 common holdings. Overlap is 14.83%
ACWV's top 25 holdings weight is 24.95%. TSPA's top 25 holdings weight is 50.28%.
| Rank | ACWV | TSPA |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 1.55% | NVIDIA CORP (NVDA) - 7.92% |
| #2 | JOHNSON & JOHNSON (JNJ) - 1.49% | APPLE INC (AAPL) - 6.55% |
| #3 | DUKE ENERGY CORP (DUK) - 1.24% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | MOTOROLA SOLUTIONS INC (MSI) - 1.19% | AMAZON.COM INC (AMZN) - 4.32% |
| #5 | n/a (n/a) - 1.18% | ALPHABET INC CLASS C (GOOG) - 3.71% |
| #6 | SOUTHERN CO (SO) - 1.11% | BROADCOM INC (AVGO) - 3.44% |
| #7 | MICROSOFT CORP (MSFT) - 1.07% | ALPHABET INC CLASS A (GOOGL) - 2.78% |
| #8 | CENCORA INC (COR) - 1.06% | META PLATFORMS INC CLASS A (META) - 2.32% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.06% | TESLA INC (TSLA) - 1.63% |
| #10 | WASTE MANAGEMENT INC (WM) - 1.04% | ELI LILLY AND CO (LLY) - 1.30% |
| #11 | KDDI CORP (n/a) - 1.02% | JPMORGAN CHASE & CO (JPM) - 1.29% |
| #12 | CHUBB LTD (CB) - 0.96% | ADVANCED MICRO DEVICES INC (AMD) - 1.16% |
| #13 | EXXON MOBIL CORP (XOM) - 0.93% | VISA INC CLASS A (V) - 1.03% |
| #14 | MCDONALD'S CORP (MCD) - 0.92% | MICRON TECHNOLOGY INC (MU) - 0.98% |
| #15 | PEPSICO INC (PEP) - 0.90% | INTEL CORP (INTC) - 0.97% |
| #16 | REPUBLIC SERVICES INC (RSG) - 0.87% | WALMART INC (WMT) - 0.95% |
| #17 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.87% | EXXON MOBIL CORP (XOM) - 0.91% |
| #18 | MCKESSON CORP (MCK) - 0.84% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.89% |
| #19 | TJX COMPANIES INC (TJX) - 0.83% | T-MOBILE US INC (TMUS) - 0.86% |
| #20 | VERIZON COMMUNICATIONS INC (VZ) - 0.83% | NETFLIX INC (NFLX) - 0.85% |
| #21 | PROCTER & GAMBLE CO (PG) - 0.81% | U.S. BANCORP (USB) - 0.33% |
| #22 | AT&T INC (T) - 0.81% | CHARLES SCHWAB CORP (SCHW) - 0.33% |
| #23 | CONSOLIDATED EDISON INC (ED) - 0.80% | AMPHENOL CORP CLASS A (APH) - 0.33% |
| #24 | COCA-COLA CO (KO) - 0.79% | CSX CORP (CSX) - 0.32% |
| #25 | T-MOBILE US INC (TMUS) - 0.78% | KLA CORP (KLAC) - 0.32% |
| Total Holdings | 416 | 276 |
ACWV vs TSPA - Historical Returns
Returns include dividend reinvestment.
1M
ACWV
-1.45%
Winner
TSPA
-1.27%
3M
ACWV
+2.11%
Winner
TSPA
+13.12%
6M
ACWV
+0.92%
Winner
TSPA
+7.36%
1Y
ACWV
+3.61%
Winner
TSPA
+22.54%
5Y(CAGR)
ACWV
+5.42%
Winner
TSPA
+13.71%
10Y(CAGR)
ACWV
+7.36%
TSPA
N/A
Max(CAGR)
ACWV
+8.23%
Winner
TSPA
+13.84%
ACWV vs TSPA - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ACWV | TSPA |
|---|---|---|
| 2026 | +1.63% | +8.39% |
| 2025 | +11.32% | +16.49% |
| 2024 | +11.25% | +27.28% |
| 2023 | +7.77% | +30.41% |
| 2022 | -9.99% | -19.11% |
| 2021 | +14.56% | +13.72% |
| 2020 | +2.75% | N/A |
| 2019 | +21.70% | N/A |
| 2018 | -1.61% | N/A |
| 2017 | +18.27% | N/A |
| 2016 | +8.98% | N/A |
| 2015 | +3.19% | N/A |
| 2014 | +12.02% | N/A |
| 2013 | +15.87% | N/A |
| 2012 | +9.50% | N/A |
| 2011 | -0.92% | N/A |
ACWV vs TSPA Drawdown Comparison
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.
The current ACWV drawdown is -3.66%. The current TSPA drawdown is -2.98%.
| Rank | ACWV | TSPA |
|---|---|---|
| #1 | -28.82% Feb 14, 2020 - Jan 8, 2021 | -24.72% Dec 29, 2021 - Nov 22, 2023 |
| #2 | -18.13% Dec 31, 2021 - Feb 22, 2024 | -19.04% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -11.15% Apr 28, 2015 - Mar 17, 2016 | -9.24% Jan 29, 2026 - Apr 14, 2026 |
| #4 | -10.06% Sep 21, 2018 - Feb 19, 2019 | -8.90% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -9.24% May 15, 2013 - Oct 18, 2013 | -5.49% Mar 28, 2024 - May 14, 2024 |
| #6 | -8.40% Jan 26, 2018 - Sep 13, 2018 | -5.40% Oct 29, 2025 - Dec 11, 2025 |
| #7 | -7.91% Aug 11, 2016 - Mar 15, 2017 | -4.78% Aug 30, 2021 - Oct 19, 2021 |
| #8 | -7.80% Oct 27, 2011 - Jan 23, 2012 | -4.46% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -7.56% Apr 2, 2025 - Apr 30, 2025 | -4.16% Nov 16, 2021 - Dec 23, 2021 |
| #10 | -6.37% Feb 27, 2026 - Mar 27, 2026 | -3.91% Dec 6, 2024 - Jan 22, 2025 |
| #11 | -6.18% Nov 15, 2013 - Mar 6, 2014 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -5.78% Apr 2, 2012 - Jun 19, 2012 | -2.82% Jul 12, 2021 - Jul 23, 2021 |
| #13 | -5.72% Nov 29, 2024 - Feb 13, 2025 | -2.77% Dec 11, 2025 - Dec 23, 2025 |
| #14 | -5.30% Sep 3, 2021 - Dec 16, 2021 | -2.64% Oct 14, 2024 - Nov 6, 2024 |
| #15 | -4.85% Sep 5, 2014 - Oct 30, 2014 | -2.59% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between ACWV and TSPA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
ACWV vs TSPA dividend yield comparison.
| Year | ACWV | TSPA |
|---|---|---|
| 2026 | 0.89% | 0.00% |
| 2025 | 2.09% | 0.62% |
| 2024 | 2.33% | 0.50% |
| 2023 | 2.41% | 0.41% |
| 2022 | 2.18% | 1.16% |
| 2021 | 1.92% | 0.43% |
| 2020 | 1.77% | 0.00% |
| 2019 | 2.54% | 0.00% |
| 2018 | 2.32% | 0.00% |
| 2017 | 2.04% | 0.00% |
| 2016 | 2.56% | 0.00% |
| 2015 | 2.28% | 0.00% |
| 2014 | 2.22% | 0.00% |
| 2013 | 2.47% | 0.00% |
| 2012 | 1.94% | 0.00% |
| 2011 | 0.51% | 0.00% |
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