GROW vs. ACWI
Compare and contrast key facts about U.S. Global Investors, Inc. (GROW) and iShares MSCI ACWI ETF (ACWI).
ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World 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: GROW or ACWI.
Correlation
The correlation between GROW and ACWI is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GROW vs. ACWI - Performance Comparison
Key characteristics
GROW:
-0.16
ACWI:
1.65
GROW:
-0.10
ACWI:
2.26
GROW:
0.99
ACWI:
1.30
GROW:
-0.04
ACWI:
2.42
GROW:
-0.28
ACWI:
9.71
GROW:
11.34%
ACWI:
2.02%
GROW:
19.41%
ACWI:
11.91%
GROW:
-96.76%
ACWI:
-56.00%
GROW:
-89.61%
ACWI:
-0.12%
Returns By Period
In the year-to-date period, GROW achieves a 0.21% return, which is significantly lower than ACWI's 5.51% return. Over the past 10 years, GROW has underperformed ACWI with an annualized return of -1.08%, while ACWI has yielded a comparatively higher 9.54% annualized return.
GROW
0.21%
0.31%
-3.33%
-3.93%
14.93%
-1.08%
ACWI
5.51%
3.66%
7.58%
20.24%
11.03%
9.54%
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Risk-Adjusted Performance
GROW vs. ACWI — Risk-Adjusted Performance Rank
GROW
ACWI
GROW vs. ACWI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for U.S. Global Investors, Inc. (GROW) 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.
Dividends
GROW vs. ACWI - Dividend Comparison
GROW's dividend yield for the trailing twelve months is around 3.70%, more than ACWI's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GROW U.S. Global Investors, Inc. | 3.70% | 3.69% | 3.19% | 3.11% | 1.42% | 0.55% | 2.08% | 2.73% | 0.77% | 2.21% | 4.49% | 1.94% |
ACWI iShares MSCI ACWI ETF | 1.61% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% |
Drawdowns
GROW vs. ACWI - Drawdown Comparison
The maximum GROW drawdown since its inception was -96.76%, which is greater than ACWI's maximum drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for GROW and ACWI. For additional features, visit the drawdowns tool.
Volatility
GROW vs. ACWI - Volatility Comparison
U.S. Global Investors, Inc. (GROW) has a higher volatility of 3.68% compared to iShares MSCI ACWI ETF (ACWI) at 3.03%. This indicates that GROW's price experiences larger fluctuations and is considered to be riskier than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.