ACWI vs. USMV ETF Comparison

Comparison of iShares MSCI ACWI Index Fund (ACWI) to iShares MSCI USA Minimum Volatility ETF (USMV)
ACWI

iShares MSCI ACWI Index Fund

ACWI Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Country World Index. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries. Components primarily include consumer discretionary, consumer staples, energy, financial, industrials and information technology companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$119.48

Average Daily Volume

2,294,834

Number of Holdings *

597

* may have additional holdings in another (foreign) market
USMV

iShares MSCI USA Minimum Volatility ETF

USMV Description The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$91.10

Average Daily Volume

2,232,096

Number of Holdings *

170

* may have additional holdings in another (foreign) market
Performance
Period ACWI USMV
30 Days 4.45% 0.70%
60 Days 11.41% 7.72%
90 Days 4.20% 8.91%
12 Months 33.15% 29.23%
170 Overlapping Holdings
Symbol Grade Weight in ACWI Weight in USMV Overlap
AAPL C 4.23% 0.98% 0.98%
ABBV C 0.45% 1.23% 0.45%
ABT C 0.25% 0.09% 0.09%
ACGL A 0.06% 0.81% 0.06%
ACN B 0.28% 1.28% 0.28%
ADI B 0.14% 0.24% 0.14%
ADP A 0.15% 0.08% 0.08%
AEE A 0.03% 0.23% 0.03%
AEP C 0.07% 0.41% 0.07%
AFG A 0.01% 0.34% 0.01%
AIZ B 0.01% 0.29% 0.01%
AJG C 0.08% 1.24% 0.08%
AKAM D 0.02% 0.45% 0.02%
ALNY C 0.04% 0.25% 0.04%
AMGN D 0.22% 0.68% 0.22%
AMZN C 2.23% 0.12% 0.12%
ANET A 0.13% 0.29% 0.13%
AON A 0.09% 0.49% 0.09%
APH D 0.1% 1.29% 0.1%
ATO A 0.03% 0.05% 0.03%
AVGO B 0.95% 1.2% 0.95%
AZO D 0.07% 1.0% 0.07%
AZPN A 0.01% 0.22% 0.01%
BAH C 0.03% 0.46% 0.03%
BDX C 0.09% 0.61% 0.09%
BMRN F 0.02% 0.25% 0.02%
BMY A 0.14% 0.44% 0.14%
BR B 0.03% 0.05% 0.03%
BRK.A B 0.77% 1.52% 0.77%
CB A 0.14% 1.51% 0.14%
CBOE B 0.03% 0.87% 0.03%
CDNS D 0.09% 0.16% 0.09%
CDW D 0.04% 0.44% 0.04%
CHD D 0.03% 0.37% 0.03%
CI D 0.13% 0.22% 0.13%
CL D 0.1% 0.45% 0.1%
CMCSA B 0.21% 0.38% 0.21%
CME A 0.1% 0.53% 0.1%
CMS A 0.03% 0.2% 0.03%
COR F 0.05% 0.62% 0.05%
CPB D 0.01% 0.37% 0.01%
CRM B 0.34% 0.04% 0.04%
CRWD D 0.08% 0.15% 0.08%
CSCO A 0.27% 1.36% 0.27%
CTSH B 0.05% 0.76% 0.05%
CTVA A 0.05% 0.37% 0.05%
CVS D 0.1% 0.05% 0.05%
CVX B 0.34% 0.32% 0.32%
D A 0.06% 0.23% 0.06%
DELL C 0.04% 0.1% 0.04%
DGX D 0.02% 0.1% 0.02%
DPZ D 0.02% 0.18% 0.02%
DTE B 0.03% 0.21% 0.03%
DUK C 0.11% 1.53% 0.11%
EA D 0.05% 0.76% 0.05%
ED C 0.04% 1.23% 0.04%
EG A 0.02% 0.46% 0.02%
ELV F 0.15% 0.67% 0.15%
EOG B 0.09% 0.16% 0.09%
ERIE A 0.02% 0.54% 0.02%
FANG D 0.04% 0.54% 0.04%
FCNCA D 0.02% 0.73% 0.02%
FFIV B 0.02% 0.51% 0.02%
FI A 0.14% 0.59% 0.14%
FICO C 0.06% 0.5% 0.06%
FSLR C 0.03% 0.08% 0.03%
FWONK D 0.02% 0.3% 0.02%
GD C 0.09% 0.06% 0.06%
GDDY B 0.03% 0.82% 0.03%
GEN A 0.02% 0.33% 0.02%
GILD A 0.14% 0.9% 0.14%
GIS C 0.05% 0.78% 0.05%
GLW C 0.05% 0.3% 0.05%
GOOG B 1.09% 0.15% 0.15%
GRMN D 0.03% 0.27% 0.03%
HD A 0.52% 0.3% 0.3%
HIG A 0.05% 0.12% 0.05%
HOLX D 0.03% 0.17% 0.03%
HON C 0.17% 0.22% 0.17%
HRL F 0.01% 0.22% 0.01%
HSY D 0.04% 0.33% 0.04%
HUBS D 0.03% 0.19% 0.03%
HUM F 0.04% 0.4% 0.04%
IBM A 0.26% 1.74% 0.26%
ICE A 0.12% 0.29% 0.12%
INCY B 0.01% 0.51% 0.01%
IT A 0.05% 0.34% 0.05%
JNJ D 0.5% 1.25% 0.5%
JNPR C 0.02% 0.5% 0.02%
K B 0.03% 0.81% 0.03%
KDP C 0.05% 0.7% 0.05%
KEYS B 0.03% 0.56% 0.03%
KHC F 0.04% 0.43% 0.04%
KMB D 0.06% 0.22% 0.06%
KNX D 0.01% 0.06% 0.01%
KO C 0.37% 0.11% 0.11%
KR C 0.05% 0.59% 0.05%
L C 0.02% 0.27% 0.02%
LIN C 0.29% 0.17% 0.17%
LLY D 0.92% 1.51% 0.92%
LMT A 0.17% 0.94% 0.17%
LNT B 0.02% 0.1% 0.02%
MA A 0.53% 0.67% 0.53%
MCD A 0.28% 1.3% 0.28%
MCK F 0.08% 1.1% 0.08%
MDLZ D 0.13% 0.5% 0.13%
MDT C 0.15% 0.14% 0.14%
MELI D 0.12% 0.19% 0.12%
MKL B 0.03% 0.32% 0.03%
MMC D 0.14% 1.12% 0.14%
MOH F 0.03% 0.22% 0.03%
MPC D 0.08% 0.57% 0.08%
MRK F 0.37% 1.21% 0.37%
MSFT D 3.81% 1.35% 1.35%
MSI A 0.1% 1.67% 0.1%
NBIX F 0.01% 0.31% 0.01%
NEM C 0.08% 0.58% 0.08%
NOC B 0.1% 1.58% 0.1%
NOW B 0.23% 0.64% 0.23%
NTAP D 0.03% 0.22% 0.03%
NVDA B 3.69% 0.53% 0.53%
ORCL A 0.35% 1.16% 0.35%
ORLY A 0.09% 0.65% 0.09%
OTIS A 0.05% 0.07% 0.05%
OXY D 0.04% 0.13% 0.04%
PEP F 0.3% 1.11% 0.3%
PFE D 0.21% 0.23% 0.21%
PG D 0.52% 1.25% 0.52%
PGR B 0.19% 1.67% 0.19%
PKG B 0.02% 0.18% 0.02%
PSX D 0.07% 0.06% 0.06%
PTC B 0.03% 0.48% 0.03%
REGN D 0.15% 0.83% 0.15%
ROL C 0.02% 0.37% 0.02%
ROP D 0.08% 1.3% 0.08%
RSG D 0.06% 1.48% 0.06%
RTX A 0.21% 0.09% 0.09%
SNPS F 0.1% 0.17% 0.1%
SO A 0.13% 1.39% 0.13%
STX C 0.03% 0.18% 0.03%
T B 0.2% 0.73% 0.2%
TDY A 0.03% 0.54% 0.03%
TEL D 0.06% 0.07% 0.06%
TJX D 0.17% 0.44% 0.17%
TMUS A 0.14% 1.72% 0.14%
TRV B 0.07% 1.04% 0.07%
TSN D 0.02% 0.67% 0.02%
TW A 0.02% 0.18% 0.02%
TXN C 0.23% 1.39% 0.23%
UBER C 0.18% 0.48% 0.18%
ULTA D 0.02% 0.05% 0.02%
UNH B 0.69% 1.36% 0.69%
UTHR C 0.02% 0.14% 0.02%
V B 0.56% 0.8% 0.56%
VLO F 0.06% 0.05% 0.05%
VRSK D 0.05% 0.4% 0.05%
VRSN C 0.02% 0.67% 0.02%
VRTX D 0.16% 0.72% 0.16%
VZ C 0.24% 1.46% 0.24%
WCN D 0.06% 1.48% 0.06%
WDAY D 0.06% 0.4% 0.06%
WEC B 0.04% 0.76% 0.04%
WM B 0.11% 1.37% 0.11%
WMB A 0.07% 0.24% 0.07%
WMT A 0.46% 1.67% 0.46%
WRB C 0.02% 0.29% 0.02%
WTW C 0.04% 0.37% 0.04%
XEL C 0.05% 0.43% 0.05%
XOM A 0.69% 0.46% 0.46%
YUM C 0.05% 0.53% 0.05%
ACWI Overweight 427 Positions Relative to USMV
Symbol Grade Weight
META A 1.62%
GOOGL B 1.26%
TSLA C 0.95%
JPM C 0.76%
COST C 0.5%
NFLX A 0.39%
BAC B 0.35%
AMD C 0.33%
TMO D 0.3%
ADBE F 0.29%
GE B 0.26%
CAT A 0.25%
WFC B 0.25%
DHR D 0.24%
QCOM D 0.24%
PM D 0.24%
INTU F 0.22%
DIS D 0.22%
ISRG C 0.22%
NEE C 0.22%
SPGI C 0.21%
AMAT C 0.21%
LOW C 0.2%
AXP A 0.2%
GS B 0.2%
UNP F 0.19%
BLK A 0.18%
BKNG B 0.18%
ETN B 0.17%
SYK C 0.16%
BSX A 0.16%
COP D 0.16%
MS A 0.16%
PLD D 0.15%
C B 0.15%
PANW B 0.14%
NKE D 0.14%
BX C 0.14%
AMT D 0.14%
DE C 0.14%
SBUX B 0.14%
MU D 0.14%
KLAC B 0.13%
LRCX D 0.13%
BA F 0.12%
SHW C 0.12%
SCHW D 0.12%
INTC D 0.12%
UPS D 0.12%
IBN C 0.11%
EQIX C 0.11%
CEG A 0.11%
MO D 0.11%
HDB D 0.11%
TT A 0.11%
ZTS C 0.11%
PLTR A 0.1%
MMM C 0.1%
CTAS C 0.1%
WELL C 0.1%
PYPL A 0.1%
ITW C 0.1%
CMG C 0.1%
MCO D 0.1%
HCA C 0.1%
TDG A 0.1%
KKR A 0.1%
PH A 0.1%
CSX D 0.09%
USB C 0.09%
TGT C 0.09%
GEV A 0.09%
PNC C 0.09%
FCX B 0.09%
NXPI F 0.08%
HLT A 0.08%
SLB D 0.08%
MRVL C 0.08%
MAR A 0.08%
EMR B 0.08%
AFL A 0.08%
FDX F 0.08%
CRH C 0.08%
CARR A 0.08%
APD C 0.08%
ECL C 0.08%
PCAR D 0.07%
CCI D 0.07%
MET A 0.07%
GM D 0.07%
JCI C 0.07%
APO A 0.07%
BK A 0.07%
DLR C 0.07%
OKE A 0.07%
URI C 0.07%
O C 0.07%
ABNB D 0.07%
SRE C 0.07%
COF A 0.07%
NSC C 0.07%
SPG A 0.07%
TFC D 0.07%
PSA C 0.07%
DHI C 0.07%
ADSK B 0.07%
A B 0.06%
RCL B 0.06%
KVUE C 0.06%
MPWR B 0.06%
DASH A 0.06%
VST A 0.06%
PEG A 0.06%
PRU B 0.06%
CMI A 0.06%
PAYX B 0.06%
CPRT B 0.06%
LHX A 0.06%
MSCI B 0.06%
LEN C 0.06%
KMI A 0.06%
GWW B 0.06%
AMP A 0.06%
FIS A 0.06%
TTD A 0.06%
ROST D 0.06%
FTNT A 0.06%
ALL A 0.06%
AIG C 0.06%
IRM B 0.05%
EFX D 0.05%
SQ D 0.05%
BKR B 0.05%
NUE D 0.05%
DD C 0.05%
MNST D 0.05%
SYY D 0.05%
ODFL F 0.05%
HES D 0.05%
EXR D 0.05%
CBRE C 0.05%
AME C 0.05%
EW F 0.05%
GEHC C 0.05%
DOW B 0.05%
CNC F 0.05%
HWM A 0.05%
PCG C 0.05%
EXC C 0.05%
FERG F 0.05%
IR A 0.05%
F D 0.05%
IDXX D 0.05%
FAST C 0.05%
MCHP F 0.05%
STZ D 0.05%
LNG A 0.05%
FLUT B 0.05%
IQV F 0.05%
PWR A 0.05%
CAH B 0.04%
FITB C 0.04%
ANSS D 0.04%
ETR A 0.04%
AWK D 0.04%
AXON A 0.04%
MTB A 0.04%
PPG D 0.04%
ADM F 0.04%
ARES A 0.04%
ROK D 0.04%
CSGP F 0.04%
ON F 0.04%
TRGP A 0.04%
CHTR D 0.04%
DDOG B 0.04%
LULU D 0.04%
PHM C 0.04%
AVB C 0.04%
MTD C 0.04%
VEEV C 0.04%
COIN F 0.04%
VMC D 0.04%
NDAQ C 0.04%
WAB A 0.04%
TSCO A 0.04%
NVR C 0.04%
XYL C 0.04%
MLM F 0.04%
VICI C 0.04%
SNOW F 0.04%
EIX C 0.04%
HPQ B 0.04%
EBAY A 0.04%
DFS A 0.04%
RMD C 0.04%
VRT B 0.04%
UMC D 0.03%
CLX C 0.03%
ARE D 0.03%
APTV D 0.03%
WSM C 0.03%
GPC D 0.03%
STLD C 0.03%
PFG A 0.03%
DRI C 0.03%
CNP B 0.03%
ILMN B 0.03%
RBLX D 0.03%
MKC C 0.03%
NRG A 0.03%
TRU C 0.03%
MRNA F 0.03%
OMC C 0.03%
SYF A 0.03%
BALL C 0.03%
WAT B 0.03%
RF B 0.03%
EQT C 0.03%
WDC C 0.03%
SMCI F 0.03%
CINF A 0.03%
LDOS A 0.03%
ZBH F 0.03%
CPAY A 0.03%
BBY C 0.03%
WST D 0.03%
HBAN B 0.03%
COO C 0.03%
EL D 0.03%
CSL A 0.03%
HUBB A 0.03%
INVH D 0.03%
WY C 0.03%
TROW D 0.03%
STE D 0.03%
DECK B 0.03%
NET D 0.03%
BLDR C 0.03%
ES D 0.03%
TYL D 0.03%
TTWO D 0.03%
FE C 0.03%
PPL C 0.03%
LYB B 0.03%
DVN F 0.03%
BRO A 0.03%
TEAM D 0.03%
HPE B 0.03%
RJF B 0.03%
EQR C 0.03%
VTR C 0.03%
HAL D 0.03%
MSTR B 0.03%
GPN F 0.03%
FTV C 0.03%
SW C 0.03%
IFF D 0.03%
DXCM F 0.03%
VLTO A 0.03%
APP A 0.03%
STT A 0.03%
DOV C 0.03%
SBAC C 0.03%
BIIB F 0.03%
TFX C 0.02%
OKTA F 0.02%
AOS C 0.02%
ELS D 0.02%
REG C 0.02%
IPG D 0.02%
SJM D 0.02%
DKS D 0.02%
TECH D 0.02%
HST D 0.02%
KMX F 0.02%
EMN C 0.02%
CPT C 0.02%
AMH D 0.02%
DOCU A 0.02%
HEI C 0.02%
CHRW C 0.02%
EXAS C 0.02%
NDSN C 0.02%
UDR C 0.02%
VTRS D 0.02%
JKHY A 0.02%
ALLE A 0.02%
DT B 0.02%
UHS D 0.02%
BG F 0.02%
ACM A 0.02%
WPC C 0.02%
AES C 0.02%
JBHT D 0.02%
CHT C 0.02%
JBL C 0.02%
EVRG C 0.02%
KEY B 0.02%
CE D 0.02%
NI A 0.02%
POOL D 0.02%
GGG C 0.02%
DLTR F 0.02%
SWKS F 0.02%
HEI C 0.02%
ENPH F 0.02%
IP C 0.02%
RPM A 0.02%
KIM C 0.02%
DOC C 0.02%
OC C 0.02%
TRMB B 0.02%
SSNC C 0.02%
ZS F 0.02%
CAG D 0.02%
EQH B 0.02%
J F 0.02%
RVTY C 0.02%
PSTG F 0.02%
GLPI C 0.02%
CF A 0.02%
SNA C 0.02%
ZM B 0.02%
DKNG C 0.02%
SWK C 0.02%
LPLA D 0.02%
ENTG D 0.02%
CHK C 0.02%
FNF C 0.02%
BURL C 0.02%
PODD C 0.02%
RS D 0.02%
AMCR C 0.02%
AVTR D 0.02%
WSO C 0.02%
MANH A 0.02%
TXT F 0.02%
MRO B 0.02%
IEX D 0.02%
NTRS B 0.02%
ALGN D 0.02%
PNR C 0.02%
SUI D 0.02%
CTRA D 0.02%
LVS B 0.02%
LYV A 0.02%
TPL A 0.02%
BAX D 0.02%
MAA D 0.02%
ZBRA B 0.02%
CCL C 0.02%
LH D 0.02%
DG F 0.02%
FDS C 0.02%
MDB D 0.02%
EXPD D 0.02%
WBD F 0.02%
MAS C 0.02%
AVY D 0.02%
ESS D 0.02%
CFG C 0.02%
EXPE B 0.02%
LII C 0.02%
TER C 0.02%
PINS D 0.02%
EME B 0.02%
CELH F 0.01%
LUV B 0.01%
WLK C 0.01%
FOX B 0.01%
BEN F 0.01%
UHAL C 0.01%
H B 0.01%
PARA F 0.01%
WBA F 0.01%
ACI F 0.01%
DINO F 0.01%
BBWI F 0.01%
RIVN F 0.01%
BIO B 0.01%
DAL C 0.01%
PAYC D 0.01%
WIT C 0.01%
DAY C 0.01%
MOS F 0.01%
BSY D 0.01%
TTC F 0.01%
WTRG D 0.01%
SEIC B 0.01%
DVA C 0.01%
LW D 0.01%
NLY C 0.01%
HSIC D 0.01%
FOXA B 0.01%
APA F 0.01%
MTCH B 0.01%
ROKU C 0.01%
MGM D 0.01%
CRL F 0.01%
IOT C 0.01%
CG B 0.01%
ALLY F 0.01%
TOST B 0.01%
CNH C 0.01%
RPRX D 0.01%
SOLV C 0.01%
QRVO F 0.01%
MKTX B 0.01%
WYNN B 0.01%
CHRD F 0.01%
NWSA D 0.01%
FBIN C 0.01%
OVV D 0.01%
ALB D 0.01%
TWLO B 0.01%
HII F 0.01%
Z C 0.01%
TAP D 0.01%
SNAP D 0.01%
LKQ F 0.01%
CTLT A 0.01%
EPAM F 0.01%
HOOD B 0.01%
CCK C 0.01%
BXP B 0.01%
AMTM D 0.0%
ACWI Underweight 0 Positions Relative to USMV
Symbol Grade Weight
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