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ETF comparison

ACWV vs IWD

Low Volatility Factor vs US Value.

iShares MSCI Global Min Vol Factor ETF · iShares Russell 1000 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
24.5 %

123 positions appear in both funds. Buying equal dollars of ACWV and IWD would leave roughly 24.5% of each dollar exposed to the same underlying securities.

ACWV unmatched 75.1% Shared 24.5% IWD unmatched 75.2%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In ACWV only
257 positions
Shared
123 positions
In IWD only
747 positions

Side by side

ACWV

iShares MSCI Global Min Vol Factor ETF

iShares · Low Volatility Factor

83 composite / 100
Expense ratio
0.20%
Net assets
$3.44B
TTM yield
1.82%
Top-10 conc.
12.2%
IWD

iShares Russell 1000 Value ETF

iShares · US Value

87 composite / 100
Expense ratio
0.18%
Net assets
$83.22B
TTM yield
1.34%
Top-10 conc.
27.8%

Sub-score comparison

80
Cost
82
84
Tax efficiency
88
80
Liquidity
100
97
Concentration
75
—
Tracking quality
—
ACWV sub-score IWD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IWD is 2 bps cheaper than ACWV. On a $100,000 position that's about $20/yr more in fees for ACWV.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with ACWV vs IWD.

Top shared holdings

123 shared in total
# Holding In ACWV In IWD Overlap
1 JOHNSON & JOHNSON 1.60% 1.71% 1.60%
2 CISCO SYSTEMS, INC. 1.37% 1.30% 1.30%
3 MICROSOFT CORPORATION 1.30% 3.88% 1.30%
4 BERKSHIRE HATHAWAY INC. 1.05% 2.61% 1.05%
5 THE COCA-COLA COMPANY 0.81% 0.78% 0.78%
6 THE PROCTER & GAMBLE COMPANY 0.76% 0.96% 0.76%
7 MERCK & CO., INC. 0.59% 0.89% 0.59%
8 INTERNATIONAL BUSINESS MACHINES CORPORATION 0.54% 0.74% 0.54%
9 MCDONALD'S CORPORATION 0.81% 0.54% 0.54%
10 WALMART INC. 0.53% 1.27% 0.53%
11 VERIZON COMMUNICATIONS INC. 0.84% 0.50% 0.50%
12 ABBVIE INC. 0.47% 1.15% 0.47%

Only in ACWV

257 total
  • Taiwan Semiconductor Manufacturing Company Limited 1.20%
  • CENCORA, INC. 1.16%
  • KDDI CORPORATION 1.04%
  • EXXONMOBIL HOLDINGS CORPORATION 0.94%
  • Novartis AG 0.85%
  • SoftBank Corp. 0.83%
  • BANK OF CHINA LIMITED 0.79%
  • NVIDIA CORPORATION 0.72%
  • ORANGE SA 0.65%
  • AUTODESK, INC. 0.65%

Only in IWD

747 total
  • AMAZON.COM, INC. 5.93%
  • JPMORGAN CHASE & CO. 2.45%
  • INTEL CORPORATION 1.72%
  • EXXON MOBIL CORPORATION 1.59%
  • BANK OF AMERICA CORPORATION 0.98%
  • THE GOLDMAN SACHS GROUP, INC. 0.82%
  • WELLS FARGO & COMPANY 0.71%
  • MORGAN STANLEY 0.66%
  • META PLATFORMS, INC. 0.63%
  • CITIGROUP INC. 0.56%

Percentages are holdings overlap with the named fund.

Open ACWV or IWD at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.