ACWV vs. WLDR ETF Comparison
Comparison of iShares MSCI All Country World Minimum Volatility Index Fund (ACWV) to Affinity World Leaders Equity ETF (WLDR)
ACWV
iShares MSCI All Country World Minimum Volatility Index Fund
ACWV Description
The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. 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. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$114.16
Average Daily Volume
157,232
138
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$33.17
Average Daily Volume
2,911
70
Performance
Period | ACWV | WLDR |
---|---|---|
30 Days | 0.72% | 5.05% |
60 Days | 7.43% | 12.21% |
90 Days | 8.44% | 7.32% |
12 Months | 23.90% | 36.14% |
15 Overlapping Holdings
Symbol | Grade | Weight in ACWV | Weight in WLDR | Overlap | |
---|---|---|---|---|---|
ACI | F | 0.05% | 0.65% | 0.05% | |
AZO | D | 0.77% | 2.47% | 0.77% | |
BRK.A | B | 0.87% | 1.21% | 0.87% | |
CAH | B | 0.16% | 0.89% | 0.16% | |
CI | D | 0.25% | 0.83% | 0.25% | |
CTSH | B | 0.2% | 1.88% | 0.2% | |
ELV | F | 0.53% | 0.91% | 0.53% | |
FANG | D | 0.06% | 0.57% | 0.06% | |
IBM | A | 0.76% | 2.3% | 0.76% | |
KR | C | 0.78% | 0.76% | 0.76% | |
MCK | F | 1.11% | 0.85% | 0.85% | |
MPC | D | 0.15% | 0.55% | 0.15% | |
MRK | F | 1.2% | 1.18% | 1.18% | |
TSN | D | 0.29% | 0.44% | 0.29% | |
VZ | C | 0.81% | 1.47% | 0.81% |
ACWV Overweight 123 Positions Relative to WLDR
Symbol | Grade | Weight | |
---|---|---|---|
TMUS | A | 1.72% | |
WMT | A | 1.69% | |
MSI | A | 1.66% | |
CSCO | A | 1.41% | |
WM | B | 1.36% | |
ROP | D | 1.3% | |
RSG | D | 1.11% | |
JNJ | D | 1.09% | |
PEP | F | 1.09% | |
VRTX | D | 1.06% | |
MCD | A | 1.02% | |
COR | F | 0.95% | |
ED | C | 0.9% | |
MMC | D | 0.88% | |
CB | A | 0.87% | |
DUK | C | 0.83% | |
PG | D | 0.83% | |
SO | A | 0.82% | |
PGR | B | 0.81% | |
UNH | B | 0.8% | |
REGN | D | 0.8% | |
NOC | B | 0.79% | |
MSFT | D | 0.75% | |
GIS | C | 0.69% | |
WEC | B | 0.66% | |
ACGL | A | 0.64% | |
LLY | D | 0.57% | |
ORLY | A | 0.56% | |
K | B | 0.55% | |
ABBV | C | 0.55% | |
CBOE | B | 0.54% | |
EA | D | 0.54% | |
GDDY | B | 0.53% | |
V | B | 0.52% | |
APH | D | 0.48% | |
ORCL | A | 0.48% | |
HSY | D | 0.47% | |
CHD | D | 0.44% | |
GILD | A | 0.42% | |
KEYS | B | 0.41% | |
FI | A | 0.4% | |
CL | D | 0.39% | |
MKL | B | 0.39% | |
KDP | C | 0.39% | |
L | C | 0.38% | |
WRB | C | 0.38% | |
CHT | C | 0.38% | |
BAH | C | 0.38% | |
UTHR | C | 0.37% | |
AMGN | D | 0.37% | |
WCN | D | 0.37% | |
KHC | F | 0.36% | |
VRSN | C | 0.36% | |
HUM | F | 0.35% | |
TJX | D | 0.35% | |
ERIE | A | 0.34% | |
INCY | B | 0.32% | |
JNPR | C | 0.32% | |
AON | A | 0.32% | |
KMB | D | 0.32% | |
FFIV | B | 0.32% | |
AJG | C | 0.31% | |
AKAM | D | 0.3% | |
NBIX | F | 0.29% | |
SJM | D | 0.29% | |
TRV | B | 0.28% | |
GEN | A | 0.27% | |
BRO | A | 0.27% | |
MDLZ | D | 0.27% | |
ACN | B | 0.25% | |
LMT | A | 0.25% | |
CF | A | 0.25% | |
T | B | 0.25% | |
YUM | C | 0.24% | |
HRL | F | 0.24% | |
CPB | D | 0.24% | |
BDX | C | 0.23% | |
CME | A | 0.22% | |
ROL | C | 0.21% | |
BMY | A | 0.21% | |
JKHY | A | 0.2% | |
FWONK | D | 0.2% | |
BMRN | F | 0.2% | |
PTC | B | 0.2% | |
DPZ | D | 0.19% | |
GD | C | 0.19% | |
FCNCA | D | 0.19% | |
CMS | A | 0.17% | |
ULTA | D | 0.17% | |
MA | A | 0.17% | |
DGX | D | 0.15% | |
LNG | A | 0.13% | |
MOH | F | 0.13% | |
NEM | C | 0.12% | |
CTVA | A | 0.12% | |
WIT | C | 0.11% | |
MNST | D | 0.11% | |
AIZ | B | 0.11% | |
PCG | C | 0.1% | |
XOM | A | 0.1% | |
TDY | A | 0.1% | |
ABT | C | 0.1% | |
FICO | C | 0.1% | |
AZPN | A | 0.1% | |
AEE | A | 0.1% | |
XEL | C | 0.1% | |
EG | A | 0.1% | |
WDAY | D | 0.09% | |
WTW | C | 0.09% | |
TPL | A | 0.07% | |
IT | A | 0.07% | |
AEP | C | 0.07% | |
ANET | A | 0.06% | |
KO | C | 0.06% | |
TRGP | A | 0.06% | |
HSIC | D | 0.06% | |
CHRW | C | 0.06% | |
DINO | F | 0.06% | |
HOLX | D | 0.05% | |
GPC | D | 0.05% | |
KNX | D | 0.05% | |
CAG | D | 0.05% | |
HKD | C | 0.0% |
ACWV Underweight 55 Positions Relative to WLDR
Symbol | Grade | Weight | |
---|---|---|---|
HPQ | B | -3.65% | |
NTAP | D | -3.38% | |
AMAT | C | -3.19% | |
META | A | -3.1% | |
APP | A | -3.01% | |
DELL | C | -2.87% | |
WSM | C | -2.29% | |
EBAY | A | -2.15% | |
SSNC | C | -2.03% | |
JPM | C | -1.83% | |
DOCU | A | -1.82% | |
CMCSA | B | -1.37% | |
OMC | C | -1.27% | |
CARR | A | -1.21% | |
EMN | C | -1.14% | |
BK | A | -1.13% | |
CAT | A | -1.11% | |
SYF | A | -1.02% | |
HCA | C | -0.99% | |
VTRS | D | -0.86% | |
RCL | B | -0.84% | |
TROW | D | -0.82% | |
TEVA | D | -0.82% | |
CNC | F | -0.77% | |
PCAR | D | -0.73% | |
VST | A | -0.71% | |
MO | D | -0.64% | |
CNM | F | -0.63% | |
UAL | A | -0.63% | |
HMC | D | -0.6% | |
ETR | A | -0.58% | |
RNR | A | -0.57% | |
ALL | A | -0.57% | |
PSX | D | -0.56% | |
URI | C | -0.55% | |
DAL | C | -0.55% | |
HOOD | B | -0.53% | |
RGA | B | -0.53% | |
VLO | F | -0.53% | |
EVRG | C | -0.53% | |
AER | C | -0.51% | |
MGM | D | -0.5% | |
CCEP | C | -0.49% | |
PHM | C | -0.48% | |
LEN | C | -0.47% | |
TOL | C | -0.46% | |
SPG | A | -0.42% | |
VICI | C | -0.4% | |
STLA | F | -0.4% | |
DOC | C | -0.4% | |
F | D | -0.36% | |
TAP | D | -0.35% | |
HST | D | -0.33% | |
STLD | C | -0.24% | |
RS | D | -0.22% |
ACWV: Top Represented Industries & Keywords
WLDR: Top Represented Industries & Keywords