IUSV vs. ACWI
Compare and contrast key facts about iShares Core S&P U.S. Value ETF (IUSV) and iShares MSCI ACWI ETF (ACWI).
IUSV and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSV is a passively managed fund by iShares that tracks the performance of the S&P 900 Value Index. It was launched on Jul 24, 2000. 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. Both IUSV and ACWI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IUSV vs. ACWI - Performance Comparison
Loading graphics...
IUSV vs. ACWI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 0.10% | 12.85% | 12.18% | 21.73% | -5.40% | 25.22% | 1.56% | 31.47% | -9.21% | 15.09% |
ACWI iShares MSCI ACWI ETF | -2.21% | 22.41% | 17.45% | 22.27% | -18.39% | 18.66% | 16.34% | 26.59% | -9.19% | 24.33% |
Returns By Period
In the year-to-date period, IUSV achieves a 0.10% return, which is significantly higher than ACWI's -2.21% return. Both investments have delivered pretty close results over the past 10 years, with IUSV having a 11.59% annualized return and ACWI not far behind at 11.58%.
IUSV
- 1D
- 1.77%
- 1M
- -4.59%
- YTD
- 0.10%
- 6M
- 3.24%
- 1Y
- 12.87%
- 3Y*
- 13.69%
- 5Y*
- 10.25%
- 10Y*
- 11.59%
ACWI
- 1D
- 3.11%
- 1M
- -6.11%
- YTD
- -2.21%
- 6M
- 0.97%
- 1Y
- 20.86%
- 3Y*
- 16.98%
- 5Y*
- 9.40%
- 10Y*
- 11.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IUSV vs. ACWI - Expense Ratio Comparison
IUSV has a 0.04% expense ratio, which is lower than ACWI's 0.32% expense ratio.
Return for Risk
IUSV vs. ACWI — Risk / Return Rank
IUSV
ACWI
IUSV vs. ACWI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) 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.
| IUSV | ACWI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.20 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.77 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.27 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.79 | -0.64 |
Martin ratioReturn relative to average drawdown | 5.37 | 8.26 | -2.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IUSV | ACWI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.20 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.59 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.68 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.39 | +0.20 |
Correlation
The correlation between IUSV and ACWI is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IUSV vs. ACWI - Dividend Comparison
IUSV's dividend yield for the trailing twelve months is around 1.81%, more than ACWI's 1.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.81% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
ACWI iShares MSCI ACWI ETF | 1.59% | 1.55% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.18% | 1.94% | 2.19% | 2.56% |
Drawdowns
IUSV vs. ACWI - Drawdown Comparison
The maximum IUSV drawdown since its inception was -56.88%, roughly equal to the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for IUSV and ACWI.
Loading graphics...
Drawdown Indicators
| IUSV | ACWI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -56.00% | -0.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.76% | -0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -17.95% | -26.42% | +8.47% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -33.53% | -4.01% |
Current DrawdownCurrent decline from peak | -4.64% | -6.92% | +2.28% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -8.69% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.54% | +0.06% |
Volatility
IUSV vs. ACWI - Volatility Comparison
The current volatility for iShares Core S&P U.S. Value ETF (IUSV) is 3.92%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 6.38%. This indicates that IUSV 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.
Loading graphics...
Volatility by Period
| IUSV | ACWI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 6.38% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.79% | 10.05% | -2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.70% | 17.48% | -1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 15.97% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.09% | 17.08% | +0.01% |