ACWV vs UCON
Comparison between ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
5-Year PerformanceACWV has outperformed UCON, delivering a return of +5.5% compared to +2.7%
ACWV vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ACWV vs UCON - Historical Returns
Returns include dividend reinvestment.
ACWV vs UCON - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ACWV | UCON |
|---|---|---|
| 2026 | +3.55% | +0.29% |
| 2025 | +11.32% | +7.00% |
| 2024 | +11.25% | +4.90% |
| 2023 | +7.77% | +7.67% |
| 2022 | -9.99% | -5.72% |
| 2021 | +14.56% | +1.05% |
| 2020 | +2.75% | +6.67% |
| 2019 | +21.70% | +7.13% |
| 2018 | -1.61% | +1.11% |
| 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 UCON Drawdown Comparison
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current ACWV drawdown is -1.85%. The current UCON drawdown is -0.93%.
| Rank | ACWV | UCON |
|---|---|---|
| #1 | -28.82% Feb 14, 2020 - Jan 8, 2021 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -18.13% Dec 31, 2021 - Feb 22, 2024 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -11.15% Apr 28, 2015 - Mar 17, 2016 | -2.45% Feb 26, 2026 - Jun 29, 2026 |
| #4 | -10.06% Sep 21, 2018 - Feb 19, 2019 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -9.24% May 15, 2013 - Oct 18, 2013 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -8.40% Jan 26, 2018 - Sep 13, 2018 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -7.91% Aug 11, 2016 - Mar 15, 2017 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -7.80% Oct 27, 2011 - Jan 23, 2012 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -7.56% Apr 2, 2025 - Apr 30, 2025 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -6.37% Feb 27, 2026 - Mar 27, 2026 | -0.93% Jun 29, 2026 - Jul 21, 2026 |
| #11 | -6.18% Nov 15, 2013 - Mar 6, 2014 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #12 | -5.78% Apr 2, 2012 - Jun 19, 2012 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #13 | -5.72% Nov 29, 2024 - Feb 13, 2025 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #14 | -5.30% Sep 3, 2021 - Dec 16, 2021 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #15 | -4.85% Sep 5, 2014 - Oct 30, 2014 | -0.73% May 15, 2024 - Jun 4, 2024 |
Correlation
Correlation between ACWV and UCON is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
ACWV vs UCON dividend yield comparison.
| Year | ACWV | UCON |
|---|---|---|
| 2026 | 0.88% | 2.62% |
| 2025 | 2.09% | 4.63% |
| 2024 | 2.33% | 4.95% |
| 2023 | 2.41% | 4.75% |
| 2022 | 2.18% | 3.12% |
| 2021 | 1.92% | 2.20% |
| 2020 | 1.77% | 3.14% |
| 2019 | 2.54% | 3.25% |
| 2018 | 2.32% | 1.76% |
| 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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