ACWV:ARCA-iShares Edge MSCI Min Vol Global (USD)

ETF | World Large Stock | NYSE Arca

Last Closing

USD 107.69

Change

+0.45 (+0.42)%

Market Cap

USD 3.21B

Volume

0.15M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

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 emerging and developed markets that in aggregate have lower volatility.

Inception Date: 18/10/2011

Primary Benchmark: MSCI ACWI Minimum Vol (USD) NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.32%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Created with Highstock 5.0.6
Cash (0%)
NotClassified (0%)
Stock non-US (39%)
Other (0%)
Stock US (59%)
Bond (0%)
Top Holdings

N/A

Symbol Company Name Allocation
CJREF Corus Entertainment Inc 1.07 %
Top Sectors

N/A

Created with Highstock 5.0.6
Basic Materials (1%)
Consumer Cyclicals (5%)
Financial Services (16%)
Real Estate (0%)
Communication Services (12%)
Energy (2%)
Industrials (8%)
Technology (20%)
Consumer Defensive (10%)
Healthcare (14%)
Utilities (5%)
Top Regions

N/A

Created with Highstock 5.0.6
North America (61%)
United Kingdom (0%)
Europe Developed (5%)
Europe Emerging (0%)
Africa/Middle East (2%)
Japan (9%)
Australasia (0%)
Asia Developed (6%)
Asia Emerging (12%)
Latin America (0%)

Share Volume

Relative Performance (Total Returns)

Compare
ACWV
Relative Returns (From:    To: 2025-01-13 )

Largest Industry Peers for World Large Stock

Symbol Name Mer Price(Change) Market Cap
DWLD Davis Select Worldwide ETF 0.64 %

+0.02 (+0.05%)

USD 0.35B
ESGG FlexShares STOXX Global ESG Se.. 0.42 %

+0.19 (+0.11%)

USD 0.10B

ETFs Containing ACWV

XMW:CA iShares MSCI Min Vol Glob.. 99.95 % 0.48 %

+0.70 (+1.25%)

CAD 0.18B

Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.38% 67% D+ 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.38% 67% D+ 19% F
Trailing 12 Months  
Capital Gain 6.08% 33% F 43% F
Dividend Return 2.51% 100% F 50% F
Total Return 8.58% 33% F 45% F
Trailing 5 Years  
Capital Gain 10.69% 33% F 45% F
Dividend Return 11.13% 100% F 49% F
Total Return 21.82% 33% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 4.67% 33% F 46% F
Dividend Return 6.08% 33% F 51% F
Total Return 1.41% 67% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.75% 100% F 54% F
Risk Adjusted Return 62.41% 67% D+ 59% D-
Market Capitalization 3.21B 100% F 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.