Compare ETFs
Side by side
| ACWI | SPY | |
|---|---|---|
| Name | iShares MSCI ACWI ETF | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $32.62B | $809.77B |
| Fee | 0.33% | 0.09% |
| Yield | 1.3% | 1.0% |
| Components | 2140 | 502 |
| Top 10 weight | 25% | 39% |
| This year | +14.0% | +12.5% |
| 1 year | +16.4% | +17.4% |
| 3 years, yearly | +21.4% | +21.8% |
| 5 years, yearly | +11.8% | +12.4% |
| 10 years, yearly | +12.9% | +15.2% |
| Volatility, 3 years | 11.3% | 12.7% |
| Sharpe ratio, 3 years | 1.31 | 1.38 |
Green: the lowest fee and the best return in each row.
Returns
Total return; over three years and longer, a year on average.
This year
1 year
3 years
5 years
10 years
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
61% ACWI and SPY
434 companies in both: 21% of ACWI's holdings, 86% of SPY's.
NVDA 4.9%AAPL 4.8%MSFT 3.7%AMZN 2.3%GOOGL 2.1%GOOG 1.6%AVGO 1.6%META 1.5%MU 1.1%TSLA 1.0%
Sectors
| ACWI | SPY | |
|---|---|---|
| Technology | 35.2% | 41.1% |
| Financial Services | 16.5% | 11.4% |
| Communication Services | 8.1% | 10.3% |
| Healthcare | 8.3% | 9.7% |
| Industrials | 9.4% | 7.7% |
| Consumer Cyclicals | 8.1% | 8.6% |
| Consumer Defensive | 4.6% | 4.7% |
| Energy | 4.3% | 3.8% |
| Basic Materials | 3.4% | 1.5% |
| Utilities | 2.3% | 2.0% |
| Real Estate | 1.5% | 1.8% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.