ACWV vs. MTUM ETF Comparison
Comparison of iShares MSCI All Country World Minimum Volatility Index Fund (ACWV) to iShares MSCI USA Momentum Factor ETF (MTUM)
ACWV
iShares MSCI All Country World Minimum Volatility Index Fund
ACWV Description
The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$113.47
Average Daily Volume
156,638
Number of Holdings
*
136
* may have additional holdings in another (foreign) market
MTUM
iShares MSCI USA Momentum Factor ETF
MTUM Description
The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.Grade (RS Rating)
Last Trade
$200.98
Average Daily Volume
690,222
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
Performance
| Period | ACWV | MTUM |
|---|---|---|
| 30 Days | 1.82% | 1.88% |
| 60 Days | 6.04% | 4.77% |
| 90 Days | 8.56% | 2.54% |
| 12 Months | 18.75% | 41.47% |
26 Overlapping Holdings
| Symbol | Grade | Weight in ACWV | Weight in MTUM | Overlap | |
|---|---|---|---|---|---|
| AEP | C | 1.0% | 1.0% | 1.0% | |
| AJG | D | 1.0% | 1.0% | 1.0% | |
| ANET | B | 1.0% | 1.0% | 1.0% | |
| APH | D | 1.0% | 1.0% | 1.0% | |
| BRO | C | 1.0% | 1.0% | 1.0% | |
| CB | B | 1.0% | 1.0% | 1.0% | |
| CL | D | 1.0% | 1.0% | 1.0% | |
| ERIE | B | 1.0% | 1.0% | 1.0% | |
| FI | A | 1.0% | 1.0% | 1.0% | |
| FICO | B | 1.0% | 1.0% | 1.0% | |
| GD | B | 1.0% | 1.0% | 1.0% | |
| GDDY | C | 1.0% | 1.0% | 1.0% | |
| L | C | 1.0% | 1.0% | 1.0% | |
| LLY | C | 1.0% | 1.0% | 1.0% | |
| LMT | C | 1.0% | 1.0% | 1.0% | |
| MCK | F | 1.0% | 1.0% | 1.0% | |
| MSI | B | 1.0% | 1.0% | 1.0% | |
| PGR | B | 1.0% | 1.0% | 1.0% | |
| RSG | D | 1.0% | 1.0% | 1.0% | |
| TJX | B | 1.0% | 1.0% | 1.0% | |
| TPL | B | 1.0% | 1.0% | 1.0% | |
| TRGP | B | 1.0% | 1.0% | 1.0% | |
| UTHR | C | 1.0% | 1.0% | 1.0% | |
| VRTX | D | 1.0% | 1.0% | 1.0% | |
| WMT | C | 1.0% | 1.0% | 1.0% | |
| WTW | C | 1.0% | 1.0% | 1.0% |
ACWV Overweight 110 Positions Relative to MTUM
| Symbol | Grade | Weight | |
|---|---|---|---|
| HOLX | B | 1.0% | |
| GPC | D | 1.0% | |
| ACI | F | 1.0% | |
| CAG | C | 1.0% | |
| KNX | C | 1.0% | |
| HSIC | C | 1.0% | |
| KO | C | 1.0% | |
| CHRW | B | 1.0% | |
| FANG | D | 1.0% | |
| DINO | F | 1.0% | |
| IT | B | 1.0% | |
| XOM | C | 1.0% | |
| WDAY | D | 1.0% | |
| PCG | C | 1.0% | |
| TDY | B | 1.0% | |
| AZPN | B | 1.0% | |
| AEE | C | 1.0% | |
| ABT | C | 1.0% | |
| EG | C | 1.0% | |
| XEL | B | 1.0% | |
| MNST | D | 1.0% | |
| AIZ | B | 1.0% | |
| CTVA | B | 1.0% | |
| NEM | B | 1.0% | |
| LNG | C | 1.0% | |
| MOH | D | 1.0% | |
| DGX | B | 1.0% | |
| MPC | F | 1.0% | |
| ULTA | D | 1.0% | |
| CMS | C | 1.0% | |
| CAH | C | 1.0% | |
| MA | B | 1.0% | |
| DPZ | F | 1.0% | |
| FWONK | C | 1.0% | |
| FCNCA | D | 1.0% | |
| PTC | D | 1.0% | |
| JKHY | B | 1.0% | |
| CTSH | C | 1.0% | |
| BMY | C | 1.0% | |
| ROL | C | 1.0% | |
| CME | C | 1.0% | |
| CF | C | 1.0% | |
| BDX | D | 1.0% | |
| YUM | D | 1.0% | |
| BMRN | F | 1.0% | |
| HRL | C | 1.0% | |
| CPB | C | 1.0% | |
| T | C | 1.0% | |
| ACN | C | 1.0% | |
| GEN | B | 1.0% | |
| CI | C | 1.0% | |
| MDLZ | B | 1.0% | |
| SJM | C | 1.0% | |
| TRV | C | 1.0% | |
| AKAM | D | 1.0% | |
| TSN | C | 1.0% | |
| NBIX | F | 1.0% | |
| FFIV | B | 1.0% | |
| INCY | C | 1.0% | |
| JNPR | B | 1.0% | |
| KMB | D | 1.0% | |
| AON | B | 1.0% | |
| VRSN | D | 1.0% | |
| KHC | C | 1.0% | |
| HUM | F | 1.0% | |
| BAH | C | 1.0% | |
| AMGN | B | 1.0% | |
| MKL | C | 1.0% | |
| WRB | C | 1.0% | |
| KEYS | C | 1.0% | |
| WCN | D | 1.0% | |
| KDP | B | 1.0% | |
| GILD | B | 1.0% | |
| CHD | D | 1.0% | |
| ORCL | C | 1.0% | |
| HSY | C | 1.0% | |
| V | C | 1.0% | |
| EA | D | 1.0% | |
| ORLY | C | 1.0% | |
| K | B | 1.0% | |
| ABBV | C | 1.0% | |
| CBOE | C | 1.0% | |
| ELV | C | 1.0% | |
| ACGL | C | 1.0% | |
| WEC | C | 1.0% | |
| GIS | B | 1.0% | |
| IBM | B | 1.0% | |
| AZO | D | 1.0% | |
| MSFT | C | 1.0% | |
| KR | C | 1.0% | |
| NOC | B | 1.0% | |
| VZ | B | 1.0% | |
| SO | B | 1.0% | |
| UNH | C | 1.0% | |
| DUK | C | 1.0% | |
| PG | C | 1.0% | |
| BRK.A | C | 1.0% | |
| REGN | C | 1.0% | |
| MMC | C | 1.0% | |
| ED | C | 1.0% | |
| MCD | B | 1.0% | |
| COR | D | 1.0% | |
| JNJ | C | 1.0% | |
| PEP | C | 1.0% | |
| MRK | D | 1.0% | |
| ROP | C | 1.0% | |
| CSCO | C | 1.0% | |
| WM | D | 1.0% | |
| TMUS | C | 1.0% | |
| CHT | B | 0.38% |
ACWV Underweight 97 Positions Relative to MTUM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ALLY | F | -1.0% | |
| CG | D | -1.0% | |
| FNF | B | -1.0% | |
| DVA | B | -1.0% | |
| TOST | C | -1.0% | |
| DKS | D | -1.0% | |
| HOOD | C | -1.0% | |
| OC | D | -1.0% | |
| HEI | B | -1.0% | |
| HUBB | B | -1.0% | |
| IP | B | -1.0% | |
| UHS | B | -1.0% | |
| PSTG | F | -1.0% | |
| HEI | B | -1.0% | |
| PKG | B | -1.0% | |
| SYF | C | -1.0% | |
| STX | C | -1.0% | |
| WDC | D | -1.0% | |
| TW | B | -1.0% | |
| SW | B | -1.0% | |
| AXON | B | -1.0% | |
| DOV | B | -1.0% | |
| CSL | B | -1.0% | |
| TYL | C | -1.0% | |
| FITB | B | -1.0% | |
| VMC | D | -1.0% | |
| LDOS | B | -1.0% | |
| NVR | B | -1.0% | |
| ARES | B | -1.0% | |
| LII | B | -1.0% | |
| NDAQ | A | -1.0% | |
| NRG | C | -1.0% | |
| WSM | D | -1.0% | |
| EBAY | B | -1.0% | |
| MLM | D | -1.0% | |
| APP | C | -1.0% | |
| DECK | C | -1.0% | |
| DFS | B | -1.0% | |
| WAB | B | -1.0% | |
| LEN | B | -1.0% | |
| NTAP | D | -1.0% | |
| EME | B | -1.0% | |
| CBRE | A | -1.0% | |
| FERG | D | -1.0% | |
| VLTO | C | -1.0% | |
| SMCI | F | -1.0% | |
| PHM | B | -1.0% | |
| MSTR | D | -1.0% | |
| PWR | B | -1.0% | |
| IR | C | -1.0% | |
| MPWR | C | -1.0% | |
| GRMN | D | -1.0% | |
| COIN | F | -1.0% | |
| HLT | B | -1.0% | |
| ALL | B | -1.0% | |
| APO | C | -1.0% | |
| URI | B | -1.0% | |
| DELL | D | -1.0% | |
| BK | B | -1.0% | |
| DHI | B | -1.0% | |
| WMB | B | -1.0% | |
| HIG | B | -1.0% | |
| VRT | C | -1.0% | |
| VST | C | -1.0% | |
| PEG | B | -1.0% | |
| IRM | C | -1.0% | |
| EMR | D | -1.0% | |
| PLTR | B | -1.0% | |
| HWM | B | -1.0% | |
| WELL | C | -1.0% | |
| PH | B | -1.0% | |
| TDG | B | -1.0% | |
| ICE | C | -1.0% | |
| CTAS | B | -1.0% | |
| C | C | -1.0% | |
| MU | F | -1.0% | |
| MMM | B | -1.0% | |
| KLAC | D | -1.0% | |
| TT | B | -1.0% | |
| CEG | C | -1.0% | |
| KKR | B | -1.0% | |
| ISRG | B | -1.0% | |
| BSX | B | -1.0% | |
| AMAT | D | -1.0% | |
| QCOM | D | -1.0% | |
| AXP | B | -1.0% | |
| PM | C | -1.0% | |
| GS | C | -1.0% | |
| RTX | C | -1.0% | |
| ETN | C | -1.0% | |
| GE | B | -1.0% | |
| COST | B | -1.0% | |
| JPM | D | -1.0% | |
| NVDA | D | -1.0% | |
| AMZN | C | -1.0% | |
| AVGO | C | -1.0% | |
| META | B | -1.0% |
ACWV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Drug Manufacturers - Major
Packaged Foods
Biotechnology
Insurance - Property & Casualty
Insurance Brokers
Health Care Plans
Software - Application
Beverages - Soft Drinks
Business Services
Household & Personal Products
Information Technology Services
Medical Distribution
Software - Infrastructure
Specialty Retail
Telecom Services
Aerospace & Defense
Communication Equipment
Insurance - Diversified
Restaurants
MTUM: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Asset Management
Data Storage
Insurance - Property & Casualty
Insurance Brokers
Residential Construction
Semiconductors
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Business Services
Credit Services
Packaging & Containers
Banks - Global
Biotechnology
Capital Markets
Computer Systems
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