ACWV:BATS-iShares MSCI Global Min Vol Factor ETF (USD)

ETF | World Large Stock |

Last Closing

USD 110.2

Change

+0.73 (+0.66)%

Market Cap

USD 3.64B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities in both developed and emerging markets that, in the aggregate, have lower volatility relative to the broader developed and emerging markets.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for World Large Stock

Symbol Name Price(Change) Market Cap
DWLD Davis Select Worldwide ETF

+0.04 (+0.11%)

USD 0.35B
ESGG FlexShares STOXX Global ESG Se..

+0.68 (+0.40%)

USD 0.15B

ETFs Containing ACWV

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.82% 33% F 49% F
Dividend Return 2.54% 100% F 50% F
Total Return 12.35% 33% F 54% F
Trailing 12 Months  
Capital Gain 11.01% 33% F 53% F
Dividend Return 2.56% 100% F 51% F
Total Return 13.57% 33% F 60% D-
Trailing 5 Years  
Capital Gain 15.03% 33% F 48% F
Dividend Return 11.30% 100% F 48% F
Total Return 26.34% 33% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 4.55% 33% F 46% F
Dividend Return 5.93% 33% F 50% F
Total Return 1.39% 67% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.74% 100% F 55% F
Risk Adjusted Return 60.92% 67% D+ 58% F
Market Capitalization 3.64B 100% F 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.