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
23.9 %

116 positions appear in both funds. Buying equal dollars of ACWV and IWD would leave roughly 23.9% of each dollar exposed to the same underlying securities.

ACWV only 76.1% Shared 23.9% IWD only 75.9%
In ACWV only
265 positions
Shared
116 positions
In IWD only
750 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
$3.24B
TTM yield
1.95%
Top-10 conc.
13.1%
IWD

iShares Russell 1000 Value ETF

iShares · US Value

88 composite / 100
Expense ratio
0.18%
Net assets
$79.74B
TTM yield
1.42%
Top-10 conc.
19.3%

Sub-score comparison

80
Cost
82
84
Tax efficiency
88
79
Liquidity
100
96
Concentration
87
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

116 shared in total
# Holding In ACWV In IWD Overlap
1 Johnson & Johnson 1.76% 1.94% 1.76%
2 Cisco Systems Inc 1.56% 1.02% 1.02%
3 Berkshire Hathaway Inc 0.92% 2.91% 0.92%
4 Procter & Gamble Co/The 0.88% 1.12% 0.88%
5 Exxon Mobil Corp 0.72% 2.36% 0.72%
6 Verizon Communications Inc 0.85% 0.70% 0.70%
7 McDonald's Corp 1.07% 0.69% 0.69%
8 AT&T Inc 0.94% 0.66% 0.66%
9 Walmart Inc 0.65% 1.60% 0.65%
10 International Business Machines Corp 0.63% 0.74% 0.63%
11 PepsiCo Inc 1.01% 0.60% 0.60%
12 Merck & Co Inc 0.50% 0.98% 0.50%

Only in ACWV

265 total
  • Cencora Inc 1.42%
  • Deutsche Telekom AG 1.10%
  • Waste Management Inc 1.07%
  • Novartis AG 1.00%
  • Taiwan Semiconductor Manufacturing Co Ltd 1.00%
  • KDDI Corp 0.98%
  • Microsoft Corp 0.84%
  • Orange SA 0.83%
  • SoftBank Corp 0.82%
  • Bank of China Ltd 0.63%

Only in IWD

750 total
  • JPMORGAN CHASE & CO. 2.63%
  • ALPHABET INC. 1.95%
  • AMAZON.COM, INC. 1.81%
  • CHEVRON CORPORATION 1.28%
  • MICRON TECHNOLOGY, INC. 1.24%
  • BANK OF AMERICA CORPORATION 0.97%
  • CATERPILLAR INC. 0.95%
  • Philip Morris International Inc. 0.85%
  • WELLS FARGO & COMPANY 0.81%
  • THE GOLDMAN SACHS GROUP, INC. 0.77%

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.