ACWV vs WTV
Comparison between ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed ACWV, delivering a return of +14.0% compared to +6.1%
ACWV vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWV
$3.20B
WTV
$3.20B
Expense Ratio
ACWV
0.20%
Winner
WTV
0.12%
Max Drawdown
Winner
ACWV
28.82%
WTV
42.18%
Sharpe Ratio
ACWV
0.70
Winner
WTV
1.71
5Y Beta
Winner
ACWV
0.36
WTV
0.78
P/E Ratio
ACWV
N/A
WTV
20.08
Forward P/E
ACWV
N/A
WTV
14.37
PEG Ratio
ACWV
N/A
WTV
0.25
5Y Dividends CAGR
ACWV
5.90%
Winner
WTV
19.62%
5Y EPS CAGR
ACWV
N/A
WTV
17.28%
Debt to Equity
ACWV
N/A
WTV
20.22%
P/S Ratio
ACWV
N/A
WTV
1.54
P/B Ratio
ACWV
N/A
WTV
2.68
ACWV vs WTV - Holdings Comparison
ACWV and WTV have 22 common holdings. Overlap is 7.70%
ACWV's top 25 holdings weight is 23.19%. WTV's top 25 holdings weight is 39.76%.
| Rank | ACWV | WTV |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 1.56% | NVIDIA CORP (NVDA) - 3.19% |
| #2 | CISCO SYSTEMS INC (CSCO) - 1.45% | n/a (DELL) - 2.89% |
| #3 | DUKE ENERGY CORP (DUK) - 1.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% |
| #4 | n/a (n/a) - 1.22% | CISCO SYSTEMS INC (CSCO) - 1.92% |
| #5 | MOTOROLA SOLUTIONS INC (MSI) - 1.16% | SOUTHWEST AIRLINES CO (LUV) - 1.82% |
| #6 | CENCORA INC (COR) - 1.12% | CITIGROUP INC (C) - 1.81% |
| #7 | SOUTHERN CO (SO) - 1.09% | ZOOM COMMUNICATIONS INC (ZM) - 1.72% |
| #8 | WASTE MANAGEMENT INC (WM) - 1.07% | SALESFORCE INC (CRM) - 1.70% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.06% | DAVITA INC (DVA) - 1.69% |
| #10 | MICROSOFT CORP (MSFT) - 1.06% | TARGET CORP (TGT) - 1.60% |
| #11 | KDDI CORP (n/a) - 1.03% | VIATRIS INC (VTRS) - 1.47% |
| #12 | CHUBB LTD (CB) - 1.02% | MORGAN STANLEY (MS) - 1.40% |
| #13 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% | BALL CORP (BALL) - 1.38% |
| #14 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.89% | MERCK & CO INC (MRK) - 1.37% |
| #15 | REPUBLIC SERVICES INC (RSG) - 0.87% | ALTRIA GROUP INC (MO) - 1.33% |
| #16 | MCKESSON CORP (MCK) - 0.87% | META PLATFORMS INC CLASS A (META) - 1.30% |
| #17 | MCDONALD'S CORP (MCD) - 0.85% | HEALTHPEAK PROPERTIES INC (DOC) - 1.28% |
| #18 | PEPSICO INC (PEP) - 0.83% | EDISON INTERNATIONAL (EIX) - 1.22% |
| #19 | CONSOLIDATED EDISON INC (ED) - 0.81% | RYDER SYSTEM INC (R) - 1.21% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.80% | THE KRAFT HEINZ CO (KHC) - 1.20% |
| #21 | F5 INC (FFIV) - 0.47% | ADOBE INC (ADBE) - 1.18% |
| #22 | YUM BRANDS INC (YUM) - 0.46% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.17% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.46% | UNITEDHEALTH GROUP INC (UNH) - 1.12% |
| #24 | CHURCH & DWIGHT CO INC (CHD) - 0.45% | VERIZON COMMUNICATIONS INC (VZ) - 1.10% |
| #25 | VERISIGN INC (VRSN) - 0.44% | REGIONS FINANCIAL CORP (RF) - 1.08% |
| Total Holdings | 374 | 124 |
ACWV vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
ACWV
+3.29%
Winner
WTV
+3.46%
3M
ACWV
+5.83%
Winner
WTV
+8.20%
6M
ACWV
+4.01%
Winner
WTV
+8.24%
1Y
ACWV
+9.48%
Winner
WTV
+26.37%
5Y(CAGR)
ACWV
+6.12%
Winner
WTV
+14.01%
10Y(CAGR)
ACWV
+7.44%
Winner
WTV
+13.87%
Max(CAGR)
ACWV
+8.58%
Winner
WTV
+13.87%
ACWV vs WTV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ACWV | WTV |
|---|---|---|
| 2026 | +7.70% | +15.48% |
| 2025 | +11.32% | +14.03% |
| 2024 | +11.25% | +23.99% |
| 2023 | +7.77% | +22.85% |
| 2022 | -9.99% | -8.18% |
| 2021 | +14.56% | +31.79% |
| 2020 | +2.75% | +5.42% |
| 2019 | +21.70% | +29.11% |
| 2018 | -1.61% | -8.58% |
| 2017 | +18.27% | +1.14% |
| 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 WTV Drawdown Comparison
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current WTV drawdown is -0.34%.
| Rank | ACWV | WTV |
|---|---|---|
| #1 | -28.82% Feb 14, 2020 - Jan 8, 2021 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -18.13% Dec 31, 2021 - Feb 22, 2024 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -11.15% Apr 28, 2015 - Mar 17, 2016 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -10.06% Sep 21, 2018 - Feb 19, 2019 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -9.24% May 15, 2013 - Oct 18, 2013 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -8.40% Jan 26, 2018 - Sep 13, 2018 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -7.91% Aug 11, 2016 - Mar 15, 2017 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -7.80% Oct 27, 2011 - Jan 23, 2012 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -7.56% Apr 2, 2025 - Apr 30, 2025 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -6.37% Feb 27, 2026 - Jul 28, 2026 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -6.18% Nov 15, 2013 - Mar 6, 2014 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -5.78% Apr 2, 2012 - Jun 19, 2012 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -5.72% Nov 29, 2024 - Feb 13, 2025 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -5.30% Sep 3, 2021 - Dec 16, 2021 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -4.85% Sep 5, 2014 - Oct 30, 2014 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between ACWV and WTV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2011 - 2026)
ACWV vs WTV dividend yield comparison.
| Year | ACWV | WTV |
|---|---|---|
| 2026 | 0.84% | 1.03% |
| 2025 | 2.09% | 1.59% |
| 2024 | 2.33% | 1.54% |
| 2023 | 2.41% | 1.62% |
| 2022 | 2.18% | 2.08% |
| 2021 | 1.92% | 1.55% |
| 2020 | 1.77% | 1.63% |
| 2019 | 2.54% | 1.44% |
| 2018 | 2.32% | 1.94% |
| 2017 | 2.04% | 0.41% |
| 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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