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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
Strong Top Holdings
Several top positions, such as Johnson & Johnson and McKesson, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Low Expense Ratio
The ETF’s expense ratio is relatively low, making it a cost-effective choice for investors.
Global Diversification
The fund includes exposure to multiple countries beyond the U.S., such as Japan, Hong Kong, and India, reducing reliance on a single market.
Negative Factors
Heavy U.S. Concentration
Over 60% of the ETF’s geographic exposure is in the U.S., which limits its ability to fully benefit from global market growth.
Underperforming Holdings
Some top holdings, like Motorola Solutions and Roper Technologies, have shown weak year-to-date performance, which could drag on overall returns.
Sector Imbalance
The ETF is heavily weighted toward Technology and Health Care, which may increase risk if these sectors face downturns.
ACWV vs. SPDR S&P 500 ETF (SPY)
AUM3.33B
RegionGlobal
Expense Ratio0.20%
Beta0.40
IssueriShares
Inception DateOct 18, 2011
Dividend Yield2.07%
Asset ClassEquity
Index TrackedMSCI AC World Minimum Volatility (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume108,232
30 Day Avg. Volume135,127
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
134.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering313
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACWV Summary
The iShares MSCI Global Min Vol Factor ETF (ACWV) is an investment fund designed to give you exposure to stocks from around the world while aiming to reduce the ups and downs of the market. It follows the MSCI All Country World Minimum Volatility Index, which focuses on companies with lower price swings. Some of its top holdings include well-known companies like Cisco Systems and Johnson & Johnson. This ETF is a good option for investors looking for global diversification with less risk. However, since it invests in stocks, its value can still go up and down with the overall 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
The ACWV ETF is anchored by a global mix of steady performers, with a notable tilt toward defensive sectors like healthcare and consumer staples. Johnson & Johnson and Cisco are rising stars, buoyed by strong earnings and strategic growth initiatives, while McKesson and Cencora show mixed signals, balancing solid fundamentals with leverage concerns. On the downside, Duke Energy and Southern Co are lagging, weighed down by bearish momentum and cash flow challenges. With a focus on minimizing volatility, the fund’s positioning leans toward stability, offering a smoother ride for risk-averse investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 1.62% | $54.12M | $526.82B | 48.72% | 78 Outperform | |
| Cisco Systems | 1.54% | $51.19M | $297.08B | 24.84% | 77 Outperform | |
| Cencora | 1.42% | $47.25M | $68.84B | 46.60% | 70 Neutral | |
| McKesson | 1.25% | $41.66M | $103.74B | 41.83% | 62 Neutral | |
| Duke Energy | 1.18% | $39.47M | $92.71B | 9.12% | 70 Outperform | |
| Motorola Solutions | 1.14% | $37.96M | $66.72B | -13.82% | 70 Neutral | |
| Southern Co | 1.05% | $35.02M | $97.89B | 5.96% | 68 Neutral | |
| Microsoft | 1.02% | $34.11M | $3.42T | 7.18% | 79 Outperform | |
| Waste Management | 1.02% | $33.94M | $89.13B | 4.50% | 76 Outperform | |
| McDonald's | 1.01% | $33.55M | $218.94B | 9.42% | 65 Neutral |
ACWV Technical Analysis
Positive
―
Price Trends
118.77
Positive
118.52
Positive
116.91
Positive
Market Momentum
0.31
Negative
56.07
Neutral
83.34
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACWV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 119.28, equal to the 50-day MA of 118.77, and equal to the 200-day MA of 116.91, indicating a bullish trend. The MACD of 0.31 indicates Negative momentum. The RSI at 56.07 is Neutral, neither overbought nor oversold. The STOCH value of 83.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACWV.
ACWV Peer Comparison
Comparison Results
Performance Comparison
ACWV
iShares MSCI Global Min Vol Factor ETF
119.75
11.53
10.65%
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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BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
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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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