SPYV vs ACWI
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV, ETF) and ISHARES MSCI ACWI ETF (ACWI, ETF).
5-Year PerformanceSPYV has outperformed ACWI, delivering a return of +11.7% compared to +11.3%
SPYV vs ACWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYV
$36B
ACWI
$33B
Expense Ratio
Winner
SPYV
0.04%
ACWI
0.32%
Max Drawdown
SPYV
60.42%
Winner
ACWI
56.28%
Sharpe Ratio
Winner
SPYV
1.68
ACWI
1.42
5Y Beta
Winner
SPYV
0.69
ACWI
0.91
P/E Ratio
Winner
SPYV
23.82
ACWI
26.97
Forward P/E
Winner
SPYV
19.43
ACWI
21.35
PEG Ratio
SPYV
0.45
ACWI
N/A
5Y Dividends CAGR
SPYV
4.53%
Winner
ACWI
9.63%
5Y EPS CAGR
SPYV
13.06%
Winner
ACWI
29.85%
Debt to Equity
SPYV
68.92%
Winner
ACWI
39.69%
P/S Ratio
Winner
SPYV
2.26
ACWI
4.54
P/B Ratio
Winner
SPYV
3.82
ACWI
6.34
SPYV vs ACWI - Holdings Comparison
SPYV and ACWI have 350 common holdings. Overlap is 39.83%
SPYV's top 25 holdings weight is 37.01%. ACWI's top 25 holdings weight is 66.65%.
| Rank | SPYV | ACWI |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.18% | NVIDIA CORP (NVDA) - 9.64% |
| #2 | AMAZON.COM INC (AMZN) - 3.93% | APPLE INC (AAPL) - 8.86% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.10% | MICROSOFT CORP (MSFT) - 5.80% |
| #4 | WALMART INC (WMT) - 1.68% | AMAZON.COM INC (AMZN) - 4.74% |
| #5 | INTEL CORP (INTC) - 1.56% | ALPHABET INC CLASS A (GOOGL) - 4.24% |
| #6 | COSTCO WHOLESALE CORP (COST) - 1.42% | BROADCOM INC (AVGO) - 3.58% |
| #7 | BANK OF AMERICA CORP (BAC) - 1.35% | n/a (n/a) - 3.58% |
| #8 | TESLA INC (TSLA) - 1.35% | ALPHABET INC CLASS C (GOOG) - 3.34% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.31% | META PLATFORMS INC CLASS A (META) - 2.58% |
| #10 | CHEVRON CORP (CVX) - 1.21% | TESLA INC (TSLA) - 2.30% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.19% | MICRON TECHNOLOGY INC (MU) - 2.14% |
| #12 | THE HOME DEPOT INC (HD) - 1.13% | ELI LILLY AND CO (LLY) - 1.84% |
| #13 | MERCK & CO INC (MRK) - 1.05% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.80% |
| #14 | JPMORGAN CHASE & CO (JPM) - 0.99% | JPMORGAN CHASE & CO (JPM) - 1.66% |
| #15 | VISA INC CLASS A (V) - 0.92% | ADVANCED MICRO DEVICES INC (AMD) - 1.60% |
| #16 | WELLS FARGO & CO (WFC) - 0.90% | SK HYNIX INC (n/a) - 1.38% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 0.88% | ASML HOLDING NV (n/a) - 1.36% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.84% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.36% |
| #19 | ABBVIE INC (ABBV) - 0.83% | EXXON MOBIL CORP (XOM) - 1.26% |
| #20 | LINDE PLC (LIN) - 0.81% | JOHNSON & JOHNSON (JNJ) - 1.12% |
| #21 | CITIGROUP INC (C) - 0.75% | VISA INC CLASS A (V) - 0.54% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.70% | WALMART INC (WMT) - 0.52% |
| #23 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.67% | CISCO SYSTEMS INC (CSCO) - 0.49% |
| #24 | PEPSICO INC (PEP) - 0.63% | INTEL CORP (INTC) - 0.49% |
| #25 | COCA-COLA CO (KO) - 0.63% | CATERPILLAR INC (CAT) - 0.43% |
| Total Holdings | 439 | 2111 |
SPYV vs ACWI - Historical Returns
Returns include dividend reinvestment.
1M
SPYV
+2.17%
Winner
ACWI
+3.18%
3M
Winner
SPYV
+5.87%
ACWI
+5.55%
6M
SPYV
+7.07%
Winner
ACWI
+11.07%
1Y
SPYV
+21.62%
Winner
ACWI
+25.03%
5Y(CAGR)
Winner
SPYV
+11.70%
ACWI
+11.34%
10Y(CAGR)
SPYV
+11.95%
Winner
ACWI
+12.75%
Max(CAGR)
SPYV
+7.91%
Winner
ACWI
+8.64%
SPYV vs ACWI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPYV | ACWI |
|---|---|---|
| 2026 | +11.75% | +14.02% |
| 2025 | +13.74% | +22.65% |
| 2024 | +11.51% | +18.47% |
| 2023 | +21.57% | +22.27% |
| 2022 | -5.69% | -18.80% |
| 2021 | +26.65% | +19.33% |
| 2020 | +1.09% | +15.14% |
| 2019 | +31.17% | +26.62% |
| 2018 | -9.54% | -10.03% |
| 2017 | +14.24% | +23.39% |
| 2016 | +18.50% | +10.36% |
| 2015 | -3.01% | -1.98% |
| 2014 | +12.83% | +5.31% |
| 2013 | +28.40% | +19.95% |
| 2012 | +14.94% | +14.58% |
| 2011 | -1.95% | -8.53% |
| 2010 | +13.67% | +10.50% |
| 2009 | +14.71% | +29.52% |
| 2008 | -35.49% | -34.87% |
| 2007 | +1.64% | N/A |
| 2006 | +20.05% | N/A |
| 2005 | +6.00% | N/A |
| 2004 | +13.25% | N/A |
| 2003 | +21.98% | N/A |
| 2002 | -17.45% | N/A |
| 2001 | -4.78% | N/A |
| 2000 | +3.70% | N/A |
SPYV vs ACWI Drawdown Comparison
The maximum drawdown for SPYV was -58.47%, occurring on Mar 6, 2009. Recovery took 1347 trading sessions.
The maximum drawdown for ACWI was -56.00%, occurring on Mar 9, 2009. Recovery took 1186 trading sessions.
| Rank | SPYV | ACWI |
|---|---|---|
| #1 | -58.47% Oct 9, 2007 - Feb 14, 2013 | -56.00% May 16, 2008 - Feb 1, 2013 |
| #2 | -36.86% Feb 12, 2020 - Dec 31, 2020 | -33.53% Feb 12, 2020 - Aug 24, 2020 |
| #3 | -33.68% Dec 28, 2000 - Jan 26, 2004 | -26.41% Jan 3, 2022 - Jan 25, 2024 |
| #4 | -19.15% Jan 26, 2018 - Apr 23, 2019 | -19.49% Jan 26, 2018 - Jul 24, 2019 |
| #5 | -17.91% Apr 20, 2022 - Feb 1, 2023 | -19.44% May 21, 2015 - Jan 4, 2017 |
| #6 | -17.54% Nov 29, 2024 - Aug 22, 2025 | -16.55% Feb 18, 2025 - May 19, 2025 |
| #7 | -14.71% May 21, 2015 - Jun 6, 2016 | -9.73% Feb 25, 2026 - Apr 15, 2026 |
| #8 | -10.91% Jul 31, 2023 - Dec 1, 2023 | -9.19% Sep 5, 2014 - Feb 20, 2015 |
| #9 | -10.38% Jul 13, 2007 - Oct 9, 2007 | -8.88% May 21, 2013 - Sep 10, 2013 |
| #10 | -9.56% Feb 2, 2023 - Jun 13, 2023 | -8.10% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -7.70% May 3, 2019 - Jul 1, 2019 | -7.51% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -7.48% Mar 5, 2004 - Sep 14, 2004 | -6.66% Dec 31, 2013 - Feb 27, 2014 |
| #13 | -7.39% Sep 18, 2014 - Nov 6, 2014 | -6.53% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -7.36% May 5, 2006 - Aug 16, 2006 | -5.48% Sep 3, 2021 - Oct 28, 2021 |
| #15 | -7.27% Jan 12, 2022 - Apr 20, 2022 | -5.12% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between SPYV and ACWI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
SPYV vs ACWI dividend yield comparison.
| Year | SPYV | ACWI |
|---|---|---|
| 2026 | 0.75% | 0.63% |
| 2025 | 1.77% | 1.55% |
| 2024 | 2.29% | 1.70% |
| 2023 | 1.75% | 1.88% |
| 2022 | 2.22% | 1.79% |
| 2021 | 2.10% | 1.71% |
| 2020 | 2.38% | 1.43% |
| 2019 | 2.25% | 2.33% |
| 2018 | 2.97% | 2.18% |
| 2017 | 2.77% | 1.94% |
| 2016 | 2.39% | 2.19% |
| 2015 | 2.53% | 2.56% |
| 2014 | 2.19% | 2.26% |
| 2013 | 1.96% | 1.89% |
| 2012 | 2.48% | 2.25% |
| 2011 | 2.23% | 2.40% |
| 2010 | 2.43% | 1.73% |
| 2009 | 2.57% | 1.29% |
| 2008 | 4.54% | 0.61% |
| 2007 | 2.71% | 0.00% |
| 2006 | 2.12% | 0.00% |
| 2005 | 2.26% | 0.00% |
| 2004 | 2.27% | 0.00% |
| 2003 | 2.09% | 0.00% |
| 2002 | 2.84% | 0.00% |
| 2001 | 1.78% | 0.00% |
| 2000 | 0.42% | 0.00% |
Select Stocks to Compare
Popular: SPYV vs SPYACWI vs SPY
More Comparisons
Compare with similar stocks