iShares MSCI ACWI ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
iShares MSCI ACWI Index Fund seeks investment results that correspond to the performance of the MSCI ACWI Index of global equities. |
Category | Global Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | Mar 26, 2008 |
Assets (mns) | $14,838 |
Currency | USD |
Expense ratio | 32 bp |
Distributions | Semi-Annually |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 2237 |
Wgt avg mkt cap (mns) | $316,311 |
Large cap (>$10bn) | 92.3% |
Mid cap ($2-10bn) | 6.8% |
Small cap (<$2bn) | 0.1% |
Developed mkts | 88.8% |
Emerging mkts | 10.9% |
APPLE INC | 3.9 % |
MICROSOFT CORP | 2.6 % |
AMAZON.COM INC | 2.3 % |
1.1 % | |
TESLA MOTORS INC | 1.0 % |
TAIWAN SEMICONDUCTOR MANUFAC | 0.9 % |
ALPHABET INC. CLASS C | 0.9 % |
ISHARES MSCI INDIA ETF | 0.9 % |
ALPHABET INC. CLASS A | 0.9 % |
TENCENT HOLDINGS LTD | 0.8 % | Total | 15.5 % |
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UNITED STATES | 54.7 % |
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JAPAN | 6.7 % |
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CHINA | 5.0 % |
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BRITAIN | 4.3 % |
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SWITZERLAND | 2.8 % |
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CANADA | 2.7 % |
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FRANCE | 2.6 % |
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GERMANY | 2.4 % |
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SOUTH KOREA | 1.9 % |
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TAIWAN | 1.9 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
16.3% | 16.3% | 12.5% | 9.2% | 7.0% |
versus... | Beta | R-squared |
S&P500 | 0.94 | 96% |
MSCI EAFE | 0.93 | 93% |
MSCI Emg. Mkts. | 0.77 | 80% |
Recent close | $93.79 |
30d moving avg. | $91.38 |
Annualized volatility | 18.0% |
Short interest (ETF) | 9.3% |
Relative strength (RSI) | 65 |
Avg. volume (thou.) | 4,056 |
Turnover | 2.6% |
Bid/Ask (% of price) | 0.01% |
ADV underlying (mns) | $446,632 |
FINDING ALTERNATIVE FUNDS
Below is a list of 98 potential alternatives to the iShares MSCI ACWI ETF ETF based on the alternatives' overlap in portfolio holdings with ACWI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | ACWI | Expense: | 32 bp | ALTAR Score™: | 5.1% |
Ticker | Fund Name |
Overlap1 vs ACWI (%) |
Expense ratio (bp) |
Savings vs ACWI (bp) |
ALTAR Score™ (%) |
ALTAR vs ACWI (%) |
VT | Vanguard Total World Stock ETF | 83.5 | 8 | 24 | 5.4 | +0.3 |
URTH | iShares MSCI World ETF | 82.8 | 24 | 8 | 5.0 | -0.1 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 82.7 | 20 | 12 | 5.3 | +0.2 |
LOWC | SPDR MSCI ACWI Low Carbon Target ETF | 82.5 | 20 | 12 | 5.3 | +0.3 |
TOK | iShares MSCI Kokusai ETF | 78.8 | 25 | 7 | 4.9 | -0.2 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 77.9 | 9 | 23 | 5.0 | -0.0 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 59.7 | 9 | 23 | 5.1 | +0.0 |
QWLD | SPDR MSCI World StrategicFactors ETF | 58.2 | 30 | 2 | 5.4 | +0.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 56.7 | 4 | 28 | 4.6 | -0.5 |
SCHB | Schwab U.S. Broad Market ETF | 56.5 | 3 | 29 | 4.5 | -0.6 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 56.5 | 3 | 29 | 4.4 | -0.7 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 56.5 | 25 | 7 | 4.9 | -0.2 |
IYY | iShares Dow Jones U.S. ETF | 56.5 | 20 | 12 | 4.4 | -0.7 |
SCHX | Schwab U.S. Large-Cap ETF | 56.4 | 3 | 29 | 4.6 | -0.5 |
VTI | Vanguard Total Stock Market Index Fund | 56.4 | 3 | 29 | 4.4 | -0.7 |
VTHR | Vanguard Russell 3000 Index Fund | 56.2 | 10 | 22 | 4.4 | -0.7 |
IWV | iShares Russell 3000 ETF | 56.2 | 20 | 12 | 4.3 | -0.8 |
IWB | iShares Russell 1000 ETF | 56.2 | 15 | 17 | 4.5 | -0.6 |
VONE | Vanguard Russell 1000 ETF | 56.2 | 8 | 24 | 4.6 | -0.5 |
SCHK | Schwab 1000 Index ETF | 56.1 | 5 | 27 | 4.6 | -0.5 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 55.4 | 2 | 30 | 4.6 | -0.4 |
VV | Vanguard Large-Cap Index Fund | 55.1 | 4 | 28 | 4.6 | -0.5 |
JHML | John Hancock Multifactor Large Cap ETF | 55.0 | 29 | 3 | 4.9 | -0.2 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 54.4 | 7 | 25 | 4.5 | -0.5 |
DFAU | Dimensional US Core Equity Market ETF | 54.2 | 12 | 20 | 4.7 | -0.4 |
SFY | SoFi Select 500 ETF | 53.5 | 0 | 32 | 4.6 | -0.5 |
SPTM | SPDR Portfolio Total Stock Market ETF | 53.1 | 3 | 29 | 4.8 | -0.3 |
IVV | iShares Core S&P 500 ETF | 52.6 | 3 | 29 | 4.7 | -0.3 |
SPLG | SPDR Portfolio Large Cap ETF | 52.6 | 3 | 29 | 4.7 | -0.3 |
SPY | SPDR S&P 500 ETF Trust | 52.6 | 9 | 23 | 4.7 | -0.4 |
PBP | Invesco S&P 500 BuyWrite ETF | 52.6 | 49 | -17 | 4.3 | -0.8 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 52.6 | 60 | -28 | 4.4 | -0.7 |
VOO | VANGUARD S&P 500 ETF | 52.5 | 3 | 29 | 4.8 | -0.3 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 51.9 | 42 | -10 | 4.6 | -0.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 51.0 | 27 | 5 | 4.6 | -0.5 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 50.6 | 20 | 12 | 4.8 | -0.3 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 49.8 | 9 | 23 | 4.8 | -0.3 |
AVUS | Avantis U.S. Equity ETF | 49.5 | 15 | 17 | 4.8 | -0.2 |
ESGV | Vanguard ESG U.S. Stock ETF | 48.2 | 12 | 20 | 4.5 | -0.6 |
ESGU | iShares MSCI USA ESG Optimized ETF | 47.8 | 15 | 17 | 4.4 | -0.7 |
XVV | iShares ESG Screened S&P 500 ETF | 46.7 | 8 | 24 | 4.9 | -0.2 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 46.1 | 30 | 2 | 5.3 | +0.2 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 46.1 | 12 | 20 | 4.0 | -1.1 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 45.8 | 20 | 12 | 4.6 | -0.5 |
MGC | Vanguard Mega Cap Index Fund | 45.7 | 7 | 25 | 4.6 | -0.5 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 45.7 | 27 | 5 | 4.3 | -0.7 |
PRF | Invesco FTSE RAFI US 1000 ETF | 45.2 | 39 | -7 | 5.7 | +0.7 |
QUS | SPDR MSCI USA StrategicFactors ETF | 45.0 | 15 | 17 | 5.3 | +0.2 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 45.0 | 27 | 5 | 4.3 | -0.8 |
EPS | WisdomTree U.S. Earnings 500 Fund | 45.0 | 8 | 24 | 5.9 | +0.9 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 44.4 | 0 | 32 | 4.4 | -0.6 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 44.3 | 29 | 3 | 4.6 | -0.5 |
IWL | iShares Russell Top 200 ETF | 43.8 | 15 | 17 | 4.4 | -0.7 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 42.9 | 25 | 7 | 5.7 | +0.6 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 42.9 | 25 | 7 | 5.7 | +0.7 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 42.5 | 32 | 0 | 6.3 | +1.2 |
RWL | Invesco S&P 500 Revenue ETF | 41.8 | 39 | -7 | 6.3 | +1.2 |
IXUS | ishares Core MSCI Total International Stock ETF | 41.6 | 9 | 23 | 6.4 | +1.4 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 41.5 | 15 | 17 | 4.7 | -0.4 |
VLU | SPDR S&P 1500 Value Tilt ETF | 41.4 | 12 | 20 | 6.2 | +1.1 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 40.8 | 40 | -8 | 6.1 | +1.0 |
IUS | Invesco Strategic US ETF | 40.3 | 19 | 13 | 5.5 | +0.4 |
VXUS | Vanguard Total International Stock ETF | 40.1 | 8 | 24 | 6.6 | +1.6 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 39.9 | 8 | 24 | 6.7 | +1.6 |
IQSU | IQ Candriam ESG US Equity ETF | 39.8 | 9 | 23 | 4.5 | -0.6 |
DIVB | iShares U.S. Dividend & Buyback ETF | 39.5 | 25 | 7 | 5.9 | +0.9 |
SNPE | Xtrackers S&P 500 ESG ETF | 38.6 | 10 | 22 | 4.6 | -0.5 |
EFIV | SPDR S&P 500 ESG ETF | 38.6 | 10 | 22 | 4.6 | -0.5 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 38.0 | 30 | 2 | 5.1 | 0.0 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 38.0 | 32 | 0 | 4.5 | -0.6 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 37.5 | 27 | 5 | 4.9 | -0.2 |
IUSG | iShares Core S&P US Growth ETF | 36.7 | 4 | 28 | 3.6 | -1.4 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 36.3 | 4 | 28 | 3.6 | -1.4 |
IVW | iShares S&P 500 Growth ETF | 36.3 | 18 | 14 | 3.5 | -1.6 |
VOOG | Vanguard S&P 500 Growth ETF | 36.2 | 10 | 22 | 3.9 | -1.2 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 36.2 | 60 | -28 | 3.6 | -1.5 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 35.5 | 9 | 23 | 5.0 | -0.1 |
EUSA | iShares MSCI USA Equal Weighted ETF | 35.2 | 15 | 17 | 5.2 | +0.1 |
OEF | iShares S&P 100 ETF | 35.1 | 20 | 12 | 4.2 | -0.9 |
IWF | iShares Russell 1000 Growth ETF | 35.0 | 19 | 13 | 3.4 | -1.7 |
VONG | Vanguard Russell 1000 Growth Index Fund | 34.9 | 8 | 24 | 3.5 | -1.6 |
SIZE | iShares MSCI USA Size Factor ETF | 34.3 | 15 | 17 | 5.2 | +0.1 |
IUSV | iShares Core S&P U.S. Value ETF | 34.1 | 4 | 28 | 6.5 | +1.4 |
VOOV | Vanguard S&P 500 Value ETF | 33.8 | 10 | 22 | 6.6 | +1.6 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 33.8 | 4 | 28 | 6.5 | +1.4 |
IVE | iShares S&P 500 Value ETF | 33.8 | 18 | 14 | 6.3 | +1.3 |
PLC | Principal U.S. Large-Cap Multi-Factor Core Index ETF | 33.7 | 15 | 17 | 0.0 | -5.1 |
DTD | WisdomTree U.S.Total Dividend Fund | 33.4 | 28 | 4 | 6.2 | +1.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 33.4 | 20 | 12 | 5.6 | +0.6 |
RESP | WisdomTree US ESG Fund of Benef Interest | 33.2 | 28 | 4 | 5.0 | -0.0 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 33.1 | 28 | 4 | 6.1 | +1.1 |
AFLG | First Trust Active Factor Large Cap ETF | 33.1 | 55 | -23 | 4.7 | -0.4 |
KRMA | Global X Conscious Companies ETF | 33.0 | 43 | -11 | 4.8 | -0.2 |
CWI | SPDR MSCI ACWI ex-US ETF | 33.0 | 30 | 2 | 6.2 | +1.1 |
VONV | Vanguard Russell 1000 Value Index Fund | 32.4 | 8 | 24 | 6.2 | +1.1 |
IWD | iShares Russell 1000 Value ETF | 32.2 | 19 | 13 | 6.1 | +1.0 |
HIPR | Direxion High Growth ETF | 32.0 | 40 | -8 | 3.8 | -1.3 |
VUG | Vanguard Growth Index Fund | 31.9 | 4 | 28 | 3.5 | -1.6 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
iShares MSCI ACWI ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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