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^DWCF vs. ACWI
Performance
Return for Risk
Drawdowns
Volatility

Performance

^DWCF vs. ACWI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones U.S. Total Stock Market Index (^DWCF) and iShares MSCI ACWI ETF (ACWI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ^DWCF achieves a 11.53% return, which is significantly lower than ACWI's 12.13% return. Both investments have delivered pretty close results over the past 10 years, with ^DWCF having a 13.26% annualized return and ACWI not far behind at 12.85%.


^DWCF

1D
0.24%
1M
5.68%
YTD
11.53%
6M
11.31%
1Y
27.58%
3Y*
20.78%
5Y*
11.49%
10Y*
13.26%

ACWI

1D
-0.83%
1M
5.28%
YTD
12.13%
6M
12.96%
1Y
29.18%
3Y*
21.15%
5Y*
11.28%
10Y*
12.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^DWCF vs. ACWI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^DWCF
Dow Jones U.S. Total Stock Market Index
11.53%15.59%22.21%24.06%-20.80%24.01%18.72%28.42%-7.04%18.89%
ACWI
iShares MSCI ACWI ETF
12.13%22.41%17.45%22.27%-18.39%18.66%16.34%26.59%-9.19%24.33%

Correlation

The correlation between ^DWCF and ACWI is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.96

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.97

Correlation (10Y)
Calculated over the trailing 10-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2008

0.94

The correlation between ^DWCF and ACWI has been stable across timeframes, ranging from 0.94 to 0.97 - a consistent structural relationship.

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Return for Risk

^DWCF vs. ACWI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^DWCF
^DWCF Risk / Return Rank: 7777
Overall Rank
^DWCF Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
^DWCF Sortino Ratio Rank: 7676
Sortino Ratio Rank
^DWCF Omega Ratio Rank: 7676
Omega Ratio Rank
^DWCF Calmar Ratio Rank: 7474
Calmar Ratio Rank
^DWCF Martin Ratio Rank: 8585
Martin Ratio Rank

ACWI
ACWI Risk / Return Rank: 6666
Overall Rank
ACWI Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
ACWI Sortino Ratio Rank: 6767
Sortino Ratio Rank
ACWI Omega Ratio Rank: 6767
Omega Ratio Rank
ACWI Calmar Ratio Rank: 5959
Calmar Ratio Rank
ACWI Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

^DWCF vs. ACWI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Total Stock Market Index (^DWCF) and iShares MSCI ACWI ETF (ACWI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


^DWCFACWIDifference
Sharpe ratioReturn per unit of total volatility

+0.04

Sortino ratioReturn per unit of downside risk

+0.01

Omega ratioGain probability vs. loss probability

1.42

1.41

0.00

Calmar ratioReturn relative to maximum drawdown

3.13

3.01

+0.12

Martin ratioReturn relative to average drawdown

14.22

13.53

+0.70

^DWCF vs. ACWI - Sharpe Ratio Comparison

The current ^DWCF Sharpe Ratio is 2.33, which is comparable to the ACWI Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of ^DWCF and ACWI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


^DWCFACWIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.33

2.29

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.71

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.75

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.43

+0.07

Drawdowns

^DWCF vs. ACWI - Drawdown Comparison

The maximum ^DWCF drawdown since its inception was -56.81%, roughly equal to the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for ^DWCF and ACWI.


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Drawdown Indicators


^DWCFACWIDifference

Max Drawdown

Largest peak-to-trough decline

-56.81%

-56.00%

-0.81%

Max Drawdown (1Y)

Largest decline over 1 year

-9.12%

-9.73%

+0.61%

Max Drawdown (3Y)

Largest decline over 3 years

-19.59%

-16.55%

-3.04%

Max Drawdown (5Y)

Largest decline over 5 years

-26.31%

-26.42%

+0.11%

Max Drawdown (10Y)

Largest decline over 10 years

-35.14%

-33.53%

-1.61%

Current Drawdown

Current decline from peak

0.00%

-0.83%

+0.83%

Average Drawdown

Average peak-to-trough decline

-10.30%

-8.61%

-1.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

2.16%

-0.15%

Volatility

^DWCF vs. ACWI - Volatility Comparison

The current volatility for Dow Jones U.S. Total Stock Market Index (^DWCF) is 2.98%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 3.93%. This indicates that ^DWCF experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


^DWCFACWIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.98%

3.93%

-0.95%

Volatility (6M)

Calculated over the trailing 6-month period

9.23%

10.29%

-1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

12.26%

12.78%

-0.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.40%

16.05%

+1.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.46%

17.11%

+1.35%

Frequently Asked Questions


With a correlation of 0.96, ^DWCF and ACWI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

ACWI has higher volatility (3.93%) compared to ^DWCF (2.98%). In terms of maximum drawdown, ^DWCF dropped -56.81% vs ACWI's -56.00%.

^DWCF currently has the higher Sharpe Ratio (2.33 vs 2.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ^DWCF and ACWI

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