Correlation
The correlation between BCUS and ACWX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
BCUS vs. ACWX
Compare and contrast key facts about Bancreek U.S. Large Cap ETF (BCUS) and iShares MSCI ACWI ex U.S. ETF (ACWX).
BCUS and ACWX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BCUS is an actively managed fund by Bancreek. It was launched on Dec 20, 2023. ACWX is a passively managed fund by iShares that tracks the performance of the MSCI All Country World ex-U.S. Index. It was launched on Mar 26, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCUS or ACWX.
Performance
BCUS vs. ACWX - Performance Comparison
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Key characteristics
BCUS:
0.64
ACWX:
0.80
BCUS:
0.88
ACWX:
1.12
BCUS:
1.12
ACWX:
1.15
BCUS:
0.59
ACWX:
0.89
BCUS:
1.86
ACWX:
2.83
BCUS:
5.73%
ACWX:
4.35%
BCUS:
19.25%
ACWX:
16.90%
BCUS:
-18.13%
ACWX:
-60.39%
BCUS:
-4.10%
ACWX:
-0.82%
Returns By Period
In the year-to-date period, BCUS achieves a 2.71% return, which is significantly lower than ACWX's 14.03% return.
BCUS
2.71%
4.87%
-3.84%
12.17%
N/A
N/A
N/A
ACWX
14.03%
4.44%
10.88%
13.49%
9.24%
10.14%
5.28%
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BCUS vs. ACWX - Expense Ratio Comparison
BCUS has a 0.70% expense ratio, which is higher than ACWX's 0.32% expense ratio.
Risk-Adjusted Performance
BCUS vs. ACWX — Risk-Adjusted Performance Rank
BCUS
ACWX
BCUS vs. ACWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bancreek U.S. Large Cap ETF (BCUS) and iShares MSCI ACWI ex U.S. ETF (ACWX). 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.
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Dividends
BCUS vs. ACWX - Dividend Comparison
BCUS's dividend yield for the trailing twelve months is around 0.29%, less than ACWX's 2.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCUS Bancreek U.S. Large Cap ETF | 0.29% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ACWX iShares MSCI ACWI ex U.S. ETF | 2.61% | 2.97% | 2.96% | 2.68% | 2.73% | 1.88% | 3.22% | 2.65% | 2.40% | 2.77% | 2.51% | 3.18% |
Drawdowns
BCUS vs. ACWX - Drawdown Comparison
The maximum BCUS drawdown since its inception was -18.13%, smaller than the maximum ACWX drawdown of -60.39%. Use the drawdown chart below to compare losses from any high point for BCUS and ACWX.
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Volatility
BCUS vs. ACWX - Volatility Comparison
Bancreek U.S. Large Cap ETF (BCUS) has a higher volatility of 3.30% compared to iShares MSCI ACWI ex U.S. ETF (ACWX) at 3.00%. This indicates that BCUS's price experiences larger fluctuations and is considered to be riskier than ACWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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