EFV vs ACWI
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and ISHARES MSCI ACWI ETF (ACWI, ETF).
5-Year PerformanceEFV has outperformed ACWI, delivering a return of +12.4% compared to +11.0%
EFV vs ACWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFV
$29B
ACWI
$28B
Expense Ratio
Winner
EFV
0.31%
ACWI
0.32%
Max Drawdown
EFV
66.71%
Winner
ACWI
56.28%
Sharpe Ratio
EFV
1.81
Winner
ACWI
2.01
5Y Beta
Winner
EFV
0.62
ACWI
0.90
P/E Ratio
EFV
N/A
ACWI
26.80
Forward P/E
EFV
N/A
ACWI
18.44
5Y Dividends CAGR
Winner
EFV
13.37%
ACWI
7.78%
5Y EPS CAGR
EFV
N/A
ACWI
20.80%
Debt to Equity
EFV
N/A
ACWI
30.88%
P/S Ratio
EFV
N/A
ACWI
2.99
P/B Ratio
EFV
N/A
ACWI
4.26
EFV vs ACWI - Holdings Comparison
EFV and ACWI have 5 common holdings. Overlap is -0.16%
EFV's top 25 holdings weight is 32.55%. ACWI's top 25 holdings weight is 31.06%.
| Rank | EFV | ACWI |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 2.73% | NVIDIA CORP (NVDA) - 4.30% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.56% | MICROSOFT CORP (MSFT) - 4.19% |
| #3 | NESTLE SA (n/a) - 2.37% | APPLE INC (AAPL) - 3.70% |
| #4 | SHELL PLC (n/a) - 2.26% | AMAZON.COM INC (AMZN) - 2.43% |
| #5 | BHP GROUP LTD (n/a) - 1.81% | META PLATFORMS INC CLASS A (META) - 1.87% |
| #6 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.73% | BROADCOM INC (AVGO) - 1.38% |
| #7 | TOYOTA MOTOR CORP (n/a) - 1.62% | TESLA INC (TSLA) - 1.23% |
| #8 | TOTALENERGIES SE (TTE:XPAR) - 1.59% | ALPHABET INC CLASS A (GOOGL) - 1.17% |
| #9 | BANCO SANTANDER SA (n/a) - 1.56% | n/a (n/a) - 1.03% |
| #10 | ALLIANZ SE (n/a) - 1.54% | ALPHABET INC CLASS C (GOOG) - 1.01% |
| #11 | IBERDROLA SA (n/a) - 1.34% | JPMORGAN CHASE & CO (JPM) - 0.95% |
| #12 | SIEMENS AG (n/a) - 1.25% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.80% |
| #13 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.13% | ELI LILLY AND CO (LLY) - 0.76% |
| #14 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.10% | VISA INC CLASS A (V) - 0.72% |
| #15 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.09% | NETFLIX INC (NFLX) - 0.65% |
| #16 | BP PLC (n/a) - 1.08% | EXXON MOBIL CORP (XOM) - 0.59% |
| #17 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.00% | MASTERCARD INC CLASS A (MA) - 0.54% |
| #18 | GSK PLC (n/a) - 0.99% | COSTCO WHOLESALE CORP (COST) - 0.54% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 0.93% | WALMART INC (WMT) - 0.53% |
| #20 | SANOFI SA (n/a) - 0.92% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #21 | SONY GROUP CORP (n/a) - 0.39% | PROCTER & GAMBLE CO (PG) - 0.46% |
| #22 | BAYER AG (n/a) - 0.39% | JOHNSON & JOHNSON (JNJ) - 0.44% |
| #23 | RWE AG CLASS A (n/a) - 0.39% | THE HOME DEPOT INC (HD) - 0.43% |
| #24 | DIAGEO PLC (n/a) - 0.39% | ORACLE CORP (ORCL) - 0.43% |
| #25 | JAPAN TOBACCO INC (n/a) - 0.39% | BANK OF AMERICA CORP (BAC) - 0.41% |
| Total Holdings | 405 | 1945 |
EFV vs ACWI - Historical Returns
Returns include dividend reinvestment.
1M
EFV
+0.40%
Winner
ACWI
+7.44%
3M
EFV
-0.76%
Winner
ACWI
+5.41%
6M
Winner
EFV
+15.54%
ACWI
+12.33%
1Y
Winner
EFV
+33.12%
ACWI
+32.77%
5Y(CAGR)
Winner
EFV
+12.43%
ACWI
+11.02%
10Y(CAGR)
EFV
+10.02%
Winner
ACWI
+12.92%
Max(CAGR)
EFV
+5.90%
Winner
ACWI
+8.50%
EFV vs ACWI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFV | ACWI |
|---|---|---|
| 2026 | +8.13% | +9.05% |
| 2025 | +42.78% | +22.65% |
| 2024 | +6.09% | +18.47% |
| 2023 | +17.94% | +22.27% |
| 2022 | -6.02% | -18.80% |
| 2021 | +10.61% | +19.33% |
| 2020 | -3.97% | +15.14% |
| 2019 | +16.14% | +26.62% |
| 2018 | -15.39% | -10.03% |
| 2017 | +20.26% | +23.39% |
| 2016 | +6.73% | +10.36% |
| 2015 | -5.58% | -1.98% |
| 2014 | -4.94% | +5.31% |
| 2013 | +19.72% | +19.95% |
| 2012 | +15.79% | +14.58% |
| 2011 | -13.17% | -8.53% |
| 2010 | +1.59% | +10.50% |
| 2009 | +26.61% | +29.52% |
| 2008 | -41.53% | -34.87% |
| 2007 | +3.83% | N/A |
| 2006 | +26.22% | N/A |
| 2005 | +10.86% | N/A |
EFV vs ACWI Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for ACWI was -56.00%, occurring on Mar 9, 2009. Recovery took 1186 trading sessions.
The current EFV drawdown is -2.39%. The current ACWI drawdown is -0.01%.
| Rank | EFV | ACWI |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -56.00% May 16, 2008 - Feb 1, 2013 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -33.53% Feb 12, 2020 - Aug 24, 2020 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -26.41% Jan 3, 2022 - Jan 25, 2024 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -19.49% Jan 26, 2018 - Jul 24, 2019 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -19.44% May 21, 2015 - Jan 4, 2017 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -16.55% Feb 18, 2025 - May 19, 2025 |
| #7 | -10.90% Feb 25, 2026 - Mar 20, 2026 | -9.73% Feb 25, 2026 - Apr 15, 2026 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -9.19% Sep 5, 2014 - Feb 20, 2015 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -8.88% May 21, 2013 - Sep 10, 2013 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -8.10% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -7.51% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -6.66% Dec 31, 2013 - Feb 27, 2014 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -6.53% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -5.48% Sep 3, 2021 - Oct 28, 2021 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -5.12% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between EFV and ACWI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2025)
EFV vs ACWI dividend yield comparison.
| Year | EFV | ACWI |
|---|---|---|
| 2025 | 4.16% | 1.55% |
| 2024 | 4.66% | 1.70% |
| 2023 | 4.36% | 1.88% |
| 2022 | 4.17% | 1.79% |
| 2021 | 4.07% | 1.71% |
| 2020 | 2.42% | 1.43% |
| 2019 | 4.62% | 2.33% |
| 2018 | 4.56% | 2.18% |
| 2017 | 3.56% | 1.94% |
| 2016 | 3.28% | 2.19% |
| 2015 | 3.59% | 2.56% |
| 2014 | 4.87% | 2.26% |
| 2013 | 3.19% | 1.89% |
| 2012 | 3.77% | 2.25% |
| 2011 | 4.52% | 2.40% |
| 2010 | 3.23% | 1.73% |
| 2009 | 2.97% | 1.29% |
| 2008 | 4.70% | 0.61% |
| 2007 | 4.51% | 0.00% |
| 2006 | 1.65% | 0.00% |
| 2005 | 0.45% | 0.00% |
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