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ACWV - ETF AI Analysis
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iShares MSCI Global Min Vol Factor ETF (ACWV)
Rating:64Neutral
Price Target:―
Positive Factors
Defensive, Low-Volatility Focus
The ETF targets lower-volatility stocks globally, which can help smooth out returns during choppy markets.
Broad Sector Diversification
Holdings are spread across technology, health care, financials, communication services, and several other sectors, reducing reliance on any single industry.
Moderate Expense Ratio for a Factor Strategy
The fund’s expense ratio is relatively modest for a specialized, global minimum-volatility strategy, helping investors keep more of their returns over time.
Negative Factors
Recent Short-Term Weakness
The ETF has shown soft performance over the last few months, which may concern investors looking for near-term momentum.
Heavy U.S. Concentration
With a large majority of assets in U.S. stocks, the fund is less diversified by country than its global label might suggest.
Mixed Performance Among Top Holdings
While several leading positions have delivered steady or strong gains, others like Cisco Systems and Microsoft have been weak this year, creating a drag on overall results.
ACWV vs. SPDR S&P 500 ETF (SPY)
AUM3.41B
RegionGlobal
Expense Ratio0.20%
Beta0.41
IssueriShares
Inception DateOct 18, 2011
Dividend Yield2.05%
Asset ClassEquity
Index TrackedMSCI AC World Minimum Volatility (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume196,888
30 Day Avg. Volume169,611
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
135.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering321
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACWV Summary
The iShares MSCI Global Min Vol Factor ETF (ACWV) follows the MSCI All Country World Minimum Volatility Index, aiming to give you stock exposure from around the world with smaller price swings than the overall market. It holds many types of companies, including well-known names like Microsoft and Johnson & Johnson, across sectors such as technology, health care, and utilities. Someone might invest in ACWV to get broad global diversification while trying to reduce big ups and downs in their portfolio. A key risk is that it still invests in stocks, so its value can go up and down with the market.
How much will it cost me?The iShares MSCI Global Min Vol Factor ETF (ACWV) has an expense ratio of 0.20%, which means you’ll pay $2 per year for every $1,000 invested. This is lower than average for actively managed funds, as ACWV uses a passive strategy to track the MSCI All Country World Minimum Volatility Index, keeping costs down.
What would affect this ETF?The iShares MSCI Global Min Vol Factor ETF (ACWV) could benefit from stable global economic growth and increased investor demand for low-volatility strategies, especially during uncertain market conditions. However, potential risks include rising interest rates, which may negatively impact sectors like utilities and real estate, and regulatory changes in key industries such as technology and healthcare, which are among the ETF's largest sector exposures. Global geopolitical tensions or economic slowdowns could also affect its diversified holdings across regions.
ACWV Top 10 Holdings
ACWV’s story is about steady global ballast rather than high-flying bets. Health care names like Johnson & Johnson and McKesson are quietly pulling their weight, rising and helping anchor returns, while defensive telecom player Deutsche Telekom has also been a bright spot despite some choppy trading signals. On the steadier side, Cisco and McDonald’s are contributing modest gains without much drama. With a mix of U.S. and international holdings and a tilt toward defensive sectors like health care, utilities, and communication services, the fund stays diversified while keeping volatility in check.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 1.52% | $51.87M | $582.04B | 48.34% | 78 Outperform | |
| Cencora | 1.39% | $47.26M | $68.08B | 35.60% | 70 Neutral | |
| Cisco Systems | 1.38% | $47.07M | $309.40B | 29.47% | 77 Outperform | |
| Motorola Solutions | 1.33% | $45.43M | $78.38B | 13.20% | 70 Neutral | |
| Duke Energy | 1.31% | $44.50M | $103.55B | 10.85% | 70 Outperform | |
| Southern Co | 1.16% | $39.41M | $109.71B | 8.44% | 68 Neutral | |
| Waste Management | 1.10% | $37.48M | $96.21B | 6.08% | 76 Outperform | |
| Berkshire Hathaway B | 1.07% | $36.61M | $1.06T | -4.77% | 66 Neutral | |
| McDonald's | 1.05% | $35.82M | $231.92B | 8.88% | 65 Neutral | |
| Republic Services | 1.04% | $35.53M | $69.26B | -3.33% | 72 Outperform |
ACWV Technical Analysis
Neutral
―
Price Trends
121.57
Negative
120.03
Positive
118.62
Positive
Market Momentum
-0.19
Positive
36.44
Neutral
6.91
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACWV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 123.03, equal to the 50-day MA of 121.57, and equal to the 200-day MA of 118.62, indicating a neutral trend. The MACD of -0.19 indicates Positive momentum. The RSI at 36.44 is Neutral, neither overbought nor oversold. The STOCH value of 6.91 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ACWV.
ACWV Peer Comparison
Comparison Results
Performance Comparison
ACWV
iShares MSCI Global Min Vol Factor ETF
121.51
7.98
7.03%
JGLO
JPMorgan Global Select Equity ETF
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CGDG
Capital Group Dividend Growers ETF
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BDYN
iShares Dynamic Equity Active ETF
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CGGE
Capital Group Global Equity ETF
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INFL
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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