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ETF comparison

ACWV vs SCHD

Low Volatility Factor vs Dividend.

iShares MSCI Global Min Vol Factor ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.3 %

17 positions appear in both funds. Buying equal dollars of ACWV and SCHD would leave roughly 6.3% of each dollar exposed to the same underlying securities.

ACWV unmatched 93.3% Shared 6.3% SCHD unmatched 93.5%

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
363 positions
Shared
17 positions
In SCHD only
82 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%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

86 composite / 100
Expense ratio
0.060%
Net assets
$121.09B
TTM yield
2.94%
Top-10 conc.
41.7%

Sub-score comparison

80
Cost
94
84
Tax efficiency
75
80
Liquidity
100
97
Concentration
55
—
Tracking quality
—
ACWV sub-score SCHD

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

Cost difference

SCHD is 14 bps cheaper than ACWV. On a $100,000 position that's about $140/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 SCHD.

Top shared holdings

17 shared in total
# Holding In ACWV In SCHD Overlap
1 VERIZON COMMUNICATIONS INC. 0.84% 3.96% 0.84%
2 PEPSICO, INC. 0.83% 3.64% 0.83%
3 THE COCA-COLA COMPANY 0.81% 4.16% 0.81%
4 THE PROCTER & GAMBLE COMPANY 0.76% 3.82% 0.76%
5 MERCK & CO., INC. 0.59% 4.76% 0.59%
6 ABBOTT LABORATORIES 0.45% 4.68% 0.45%
7 AMGEN INC. 0.36% 4.70% 0.36%
8 THE HERSHEY COMPANY 0.32% 0.64% 0.32%
9 LOCKHEED MARTIN CORPORATION 0.31% 2.77% 0.31%
10 GENERAL MILLS, INC. 0.25% 0.54% 0.25%
11 ACCENTURE PUBLIC LIMITED COMPANY 0.24% 2.84% 0.24%
12 UNITEDHEALTH GROUP INCORPORATED 0.14% 3.82% 0.14%

Only in ACWV

363 total
  • JOHNSON & JOHNSON 1.60%
  • CISCO SYSTEMS, INC. 1.37%
  • MOTOROLA SOLUTIONS, INC. 1.33%
  • MICROSOFT CORPORATION 1.30%
  • Taiwan Semiconductor Manufacturing Company Limited 1.20%
  • CENCORA, INC. 1.16%
  • DUKE ENERGY CORPORATION 1.13%
  • BERKSHIRE HATHAWAY INC. 1.05%
  • KDDI CORPORATION 1.04%
  • THE SOUTHERN COMPANY 0.99%

Only in SCHD

82 total
  • ConocoPhillips 3.93%
  • Home Depot Inc/The 3.87%
  • Automatic Data Processing Inc 2.78%
  • Blackstone Inc 2.59%
  • QUALCOMM Inc 2.52%
  • Comcast Corp 2.31%
  • SLB Ltd 2.19%
  • United Parcel Service Inc 1.89%
  • EOG Resources Inc 1.88%
  • Target Corp 1.78%

Percentages are holdings overlap with the named fund.

Open ACWV or SCHD 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.