ACWX vs PVAL
Comparison between ISHARES MSCI ACWI EX U.S. ETF (ACWX, ETF) and Putnam Focused Large Cap Value ETF (PVAL, ETF).
5-Year PerformancePVAL has outperformed ACWX, delivering a return of +16.9% compared to +8.8%
ACWX vs PVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWX
$12B
Winner
PVAL
$12B
Expense Ratio
Winner
ACWX
0.32%
PVAL
0.55%
Max Drawdown
ACWX
60.59%
Winner
PVAL
16.64%
Sharpe Ratio
ACWX
1.25
Winner
PVAL
2.05
5Y Beta
ACWX
0.78
Winner
PVAL
0.75
P/E Ratio
ACWX
N/A
PVAL
23.00
Forward P/E
ACWX
N/A
PVAL
17.16
PEG Ratio
ACWX
N/A
PVAL
0.43
5Y Dividends CAGR
ACWX
11.25%
PVAL
N/A
5Y EPS CAGR
ACWX
N/A
PVAL
11.39%
Debt to Equity
ACWX
N/A
PVAL
42.48%
P/S Ratio
ACWX
N/A
PVAL
1.80
P/B Ratio
ACWX
N/A
PVAL
3.28
ACWX vs PVAL - Holdings Comparison
ACWX and PVAL have 1 common holdings. Overlap is -0.17%
ACWX's top 25 holdings weight is 22.31%. PVAL's top 25 holdings weight is 70.46%.
| Rank | ACWX | PVAL |
|---|---|---|
| #1 | n/a (n/a) - 4.16% | CISCO SYSTEMS INC (CSCO) - 5.99% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.75% | CITIGROUP INC (C) - 4.63% |
| #3 | ASML HOLDING NV (n/a) - 1.59% | EXXON MOBIL CORP (XOM) - 3.62% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 1.23% | ALPHABET INC CLASS A (GOOGL) - 3.29% |
| #5 | SK HYNIX INC (n/a) - 1.01% | ADVANCED MICRO DEVICES INC (AMD) - 3.06% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 0.85% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.05% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.84% | AMAZON.COM INC (AMZN) - 2.93% |
| #8 | HSBC HOLDINGS PLC (n/a) - 0.82% | FREEPORT-MCMORAN INC (FCX) - 2.92% |
| #9 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.82% | MICROSOFT CORP (MSFT) - 2.92% |
| #10 | n/a (n/a) - 0.80% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.84% |
| #11 | SHELL PLC (n/a) - 0.77% | COCA-COLA CO (KO) - 2.82% |
| #12 | NESTLE SA (n/a) - 0.74% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.69% |
| #13 | ROYAL BANK OF CANADA (RY) - 0.68% | FEDEX CORP (FDX) - 2.68% |
| #14 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.61% | BANK OF AMERICA CORP (BAC) - 2.62% |
| #15 | TOYOTA MOTOR CORP (n/a) - 0.59% | SOUTHWEST AIRLINES CO (LUV) - 2.58% |
| #16 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.56% | ALLSTATE CORP (ALL) - 2.45% |
| #17 | SIEMENS AG (n/a) - 0.56% | GENERAL MOTORS CO (GM) - 2.43% |
| #18 | SAP SE (n/a) - 0.56% | MCKESSON CORP (MCK) - 2.41% |
| #19 | TOTALENERGIES SE (TTE) - 0.53% | THE GOLDMAN SACHS GROUP INC (GS) - 2.22% |
| #20 | BHP GROUP LTD (n/a) - 0.50% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.13% |
| #21 | BANCO SANTANDER SA (n/a) - 0.50% | QUALCOMM INC (QCOM) - 2.12% |
| #22 | THE TORONTO-DOMINION BANK (TD) - 0.47% | CAPITAL ONE FINANCIAL CORP (COF) - 2.03% |
| #23 | ALLIANZ SE (n/a) - 0.46% | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 2.03% |
| #24 | SCHNEIDER ELECTRIC SE (n/a) - 0.46% | PROLOGIS INC (PLD) - 2.02% |
| #25 | n/a (SHOP) - 0.45% | CHARLES SCHWAB CORP (SCHW) - 1.98% |
| Total Holdings | 1739 | 47 |
ACWX vs PVAL - Historical Returns
Returns include dividend reinvestment.
1M
ACWX
-2.97%
Winner
PVAL
+1.57%
3M
ACWX
+4.33%
Winner
PVAL
+7.05%
6M
ACWX
+8.85%
Winner
PVAL
+12.38%
1Y
ACWX
+25.99%
Winner
PVAL
+29.47%
5Y(CAGR)
ACWX
+8.85%
Winner
PVAL
+16.95%
10Y(CAGR)
ACWX
+9.38%
PVAL
N/A
Max(CAGR)
ACWX
+4.91%
Winner
PVAL
+16.47%
ACWX vs PVAL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ACWX | PVAL |
|---|---|---|
| 2026 | +11.42% | +14.19% |
| 2025 | +32.87% | +24.59% |
| 2024 | +6.49% | +18.93% |
| 2023 | +14.91% | +18.99% |
| 2022 | -16.52% | -2.65% |
| 2021 | +7.12% | +11.43% |
| 2020 | +8.96% | N/A |
| 2019 | +21.47% | N/A |
| 2018 | -14.92% | N/A |
| 2017 | +26.53% | N/A |
| 2016 | +6.58% | N/A |
| 2015 | -5.23% | N/A |
| 2014 | -3.19% | N/A |
| 2013 | +12.70% | N/A |
| 2012 | +14.30% | N/A |
| 2011 | -14.76% | N/A |
| 2010 | +7.35% | N/A |
| 2009 | +34.23% | N/A |
| 2008 | -38.62% | N/A |
ACWX vs PVAL Drawdown Comparison
The maximum drawdown for ACWX was -60.39%, occurring on Mar 9, 2009. Recovery took 1532 trading sessions.
The maximum drawdown for PVAL was -16.64%, occurring on Sep 30, 2022. Recovery took 211 trading sessions.
The current ACWX drawdown is -2.97%.
| Rank | ACWX | PVAL |
|---|---|---|
| #1 | -60.39% May 19, 2008 - Jun 19, 2014 | -16.64% Mar 30, 2022 - Feb 1, 2023 |
| #2 | -35.38% Jan 26, 2018 - Nov 16, 2020 | -15.40% Nov 29, 2024 - Jun 24, 2025 |
| #3 | -30.03% Jun 14, 2021 - May 15, 2024 | -8.75% Feb 14, 2023 - Jun 15, 2023 |
| #4 | -25.97% Jul 3, 2014 - May 16, 2017 | -8.67% Jul 31, 2023 - Dec 1, 2023 |
| #5 | -13.84% Mar 19, 2025 - May 2, 2025 | -7.63% Jan 4, 2022 - Mar 29, 2022 |
| #6 | -11.42% Feb 25, 2026 - May 6, 2026 | -7.22% Feb 9, 2026 - Apr 17, 2026 |
| #7 | -9.83% Sep 26, 2024 - Mar 17, 2025 | -6.98% Jul 16, 2024 - Aug 30, 2024 |
| #8 | -7.98% Jul 12, 2024 - Aug 23, 2024 | -5.37% Nov 24, 2021 - Dec 29, 2021 |
| #9 | -5.05% Jun 2, 2026 - Jun 15, 2026 | -4.28% Mar 28, 2024 - May 9, 2024 |
| #10 | -5.01% Nov 12, 2025 - Dec 11, 2025 | -4.27% Jun 8, 2021 - Jul 2, 2021 |
| #11 | -4.96% Feb 16, 2021 - Apr 16, 2021 | -4.18% Jul 2, 2021 - Aug 3, 2021 |
| #12 | -4.70% Jun 22, 2026 - Jul 20, 2026 | -3.86% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -4.63% Jan 21, 2021 - Feb 9, 2021 | -3.83% Aug 27, 2021 - Oct 14, 2021 |
| #14 | -4.17% Jul 23, 2025 - Aug 13, 2025 | -3.46% Jul 23, 2025 - Aug 20, 2025 |
| #15 | -3.83% Aug 23, 2024 - Sep 19, 2024 | -3.36% Nov 12, 2025 - Nov 26, 2025 |
Correlation
Correlation between ACWX and PVAL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2008 - 2026)
ACWX vs PVAL dividend yield comparison.
| Year | ACWX | PVAL |
|---|---|---|
| 2026 | 1.14% | 0.51% |
| 2025 | 2.82% | 1.00% |
| 2024 | 2.97% | 1.34% |
| 2023 | 2.96% | 1.33% |
| 2022 | 2.68% | 0.59% |
| 2021 | 2.73% | 0.47% |
| 2020 | 1.88% | 0.00% |
| 2019 | 3.22% | 0.00% |
| 2018 | 2.60% | 0.00% |
| 2017 | 2.40% | 0.00% |
| 2016 | 2.77% | 0.00% |
| 2015 | 2.51% | 0.00% |
| 2014 | 3.18% | 0.00% |
| 2013 | 2.69% | 0.00% |
| 2012 | 2.61% | 0.00% |
| 2011 | 3.07% | 0.00% |
| 2010 | 2.28% | 0.00% |
| 2009 | 2.02% | 0.00% |
| 2008 | 0.46% | 0.00% |
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