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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
6.0 %

16 positions appear in both funds. Buying equal dollars of ACWV and SCHD would leave roughly 6.0% of each dollar exposed to the same underlying securities.

ACWV unmatched 93.2% Shared 6.0% SCHD unmatched 93.8%

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
369 positions
Shared
16 positions
In SCHD only
83 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
$3.28B
TTM yield
1.83%
Top-10 conc.
12.5%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

80
Cost
94
84
Tax efficiency
75
79
Liquidity
100
96
Concentration
52
—
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

16 shared in total
# Holding In ACWV In SCHD Overlap
1 Pepsico, Inc. 0.89% 3.44% 0.89%
2 VERIZON COMMUNICATIONS INC. 0.84% 3.65% 0.84%
3 THE PROCTER & GAMBLE COMPANY 0.78% 3.55% 0.78%
4 THE COCA-COLA COMPANY 0.75% 3.96% 0.75%
5 MERCK & CO., INC. 0.50% 3.86% 0.50%
6 THE HERSHEY COMPANY 0.37% 0.72% 0.37%
7 ABBOTT LABORATORIES 0.37% 2.96% 0.37%
8 LOCKHEED MARTIN CORPORATION 0.30% 2.70% 0.30%
9 AMGEN INC. 0.30% 3.47% 0.30%
10 ACCENTURE PUBLIC LIMITED COMPANY 0.24% 2.90% 0.24%
11 GENERAL MILLS, INC. 0.21% 0.45% 0.21%
12 UNITEDHEALTH GROUP INCORPORATED 0.14% 5.09% 0.14%

Only in ACWV

369 total
  • CISCO SYSTEMS, INC. 2.13%
  • JOHNSON & JOHNSON 1.41%
  • Taiwan Semiconductor Manufacturing Company Limited 1.22%
  • DUKE ENERGY CORPORATION 1.22%
  • MOTOROLA SOLUTIONS, INC. 1.16%
  • MICROSOFT CORPORATION 1.13%
  • United Microelectronics Corporation 1.08%
  • THE SOUTHERN COMPANY 1.08%
  • CENCORA, INC. 1.06%
  • BERKSHIRE HATHAWAY INC. 1.03%

Only in SCHD

83 total
  • QUALCOMM Inc 6.74%
  • Texas Instruments Inc 5.90%
  • ConocoPhillips 3.51%
  • Home Depot Inc/The 3.36%
  • Automatic Data Processing Inc 2.25%
  • Comcast Corp 2.25%
  • Blackstone Inc 2.20%
  • SLB Ltd 2.05%
  • United Parcel Service Inc 1.98%
  • EOG Resources Inc 1.82%

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.