ACWV - ETF AI Analysis
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iShares MSCI Global Min Vol Factor ETF (ACWV)
ACWV’s rating suggests it is a solid, but not top-tier, low-volatility global ETF, supported by high-quality leaders like Microsoft and Johnson & Johnson, whose strong financial performance, growth in areas like cloud and AI, and positive earnings calls help lift the fund’s overall appeal. However, holdings such as Berkshire Hathaway, Cencora, and Duke Energy face issues like bearish technical trends, leverage or cash flow challenges, and limited upside from current valuations, which weigh on the rating and highlight risks around valuation and some weaker momentum within the portfolio.
ACWV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.39B
- Region
- Global
- Expense Ratio
- 0.20%
- Beta
- 0.42
- Issuer
- iShares
- Inception Date
- Oct 18, 2011
- Dividend Yield
- 1.86%
- Asset Class
- Equity
- Index Tracked
- MSCI AC World Minimum Volatility (USD)
ACWV Summary
ACWV is the iShares MSCI Global Min Vol Factor ETF, built to follow the MSCI All Country World Minimum Volatility Index. It owns a wide mix of stocks from around the world, with most in the U.S., and focuses on companies that tend to have steadier share prices. Well-known holdings include Johnson & Johnson, Microsoft, and Berkshire Hathaway. Investors might consider ACWV if they want broad global diversification but with a smoother ride than a typical stock fund. A key risk is that it still invests in stocks, so its value can 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
ACWV leans on steady global blue chips, with Microsoft and Nvidia giving the fund a tech-powered lift as their cloud and AI stories keep rising. Cisco adds to that theme, though its recent performance has been more mixed, softening the overall tech tailwind. On the defensive side, Johnson & Johnson and Japan’s KDDI are quietly supporting returns, while utilities like Duke Energy and Southern Co are losing steam and dragging a bit. With a global, large-cap tilt and a notable tech and defensive backbone, the fund aims for smoother sailing rather than big swings.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 JNJ | Johnson & Johnson | 1.38% | $46.70M | $611.61B | 31.35% | 78Outperform |
 MSFT | Microsoft | 1.38% | $46.67M | $3.96T | 3.88% | 79Outperform |
 CSCO | Cisco Systems | 1.33% | $44.93M | $419.89B | 51.86% | 77Outperform |
 MSI | Motorola Solutions | 1.27% | $43.02M | $75.95B | 3.12% | 70Neutral |
 DUK | Duke Energy | 1.14% | $38.46M | $93.00B | -7.20% | 70Outperform |
 BRK.B | Berkshire Hathaway B | 1.12% | $37.85M | $1.14T | 8.08% | 66Neutral |
 COR | Cencora | 1.07% | $35.95M | $64.88B | 4.72% | 70Neutral |
 XOM | Exxon Mobil | 1.05% | $35.27M | $733.07B | 58.84% | 74Outperform |
 SO | Southern Co | 1.02% | $34.34M | $102.69B | -8.72% | 68Neutral |
 JP:9433 | KDDI | 1.04% | $35.05M | JPY 10.88T | 24.32% | 76Outperform |
ACWV Technical Analysis
Price Trends
Market Momentum
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 127.08 is above the 20-day moving average (MA) of 124.79, above the 50-day MA of 125.86, and above the 200-day MA of 121.89, indicating a bullish trend. The MACD of 0.41 indicates Negative momentum. The RSI at 63.82 is Neutral, neither overbought nor oversold. The STOCH value of 85.95 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ACWV | $127.08 | $133.00(4.66% Upside) | $3.39B | 0.20% | 63Neutral |
 JGLO | $72.16 | $89.06(23.42% Upside) | $6.28B | 0.47% | 72Outperform |
 CGDG | $37.54 | $43.86(16.82% Upside) | $5.80B | 0.47% | 68Neutral |
 CGGE | $34.38 | $42.65(24.04% Upside) | $3.24B | 0.47% | 68Neutral |
 BDYN | $27.53 | $32.63(18.54% Upside) | $3.10B | 0.39% | 66Neutral |
 BFLX | $25.79 | $30.24(17.24% Upside) | $2.18B | 0.40% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ACWV | iShares MSCI Global Min Vol Factor ETF | 127.08 | 9.07 | 7.68% | |
| JGLO | JPMorgan Global Select Equity ETF | 72.16 | 4.55 | 6.73% | |
| CGDG | Capital Group Dividend Growers ETF | 37.54 | 3.44 | 10.07% | |
| CGGE | Capital Group Global Equity ETF | 34.38 | 3.39 | 10.92% | |
| BDYN | iShares Dynamic Equity Active ETF | 27.53 | 2.57 | 10.31% | |
| BFLX | iShares Flexible Equity Active ETF | 25.79 | 0.52 | 2.04% |
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.