TOLZ vs. ACWV
Compare and contrast key facts about ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and iShares MSCI Global Min Vol Factor ETF (ACWV).
TOLZ and ACWV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TOLZ is a passively managed fund by ProShares that tracks the performance of the Dow Jones Brookfield Global Infrastructure Composite Index. It was launched on Mar 25, 2014. ACWV is a passively managed fund by iShares that tracks the performance of the MSCI AC World Minimum Volatility (USD). It was launched on Oct 18, 2011. Both TOLZ and ACWV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TOLZ or ACWV.
Correlation
The correlation between TOLZ and ACWV is 0.64, 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.
Performance
TOLZ vs. ACWV - Performance Comparison
Key characteristics
TOLZ:
1.71
ACWV:
1.39
TOLZ:
2.29
ACWV:
1.89
TOLZ:
1.34
ACWV:
1.29
TOLZ:
2.81
ACWV:
2.00
TOLZ:
8.26
ACWV:
8.35
TOLZ:
3.00%
ACWV:
1.81%
TOLZ:
14.47%
ACWV:
10.87%
TOLZ:
-39.33%
ACWV:
-28.82%
TOLZ:
0.00%
ACWV:
-0.90%
Returns By Period
In the year-to-date period, TOLZ achieves a 9.79% return, which is significantly higher than ACWV's 5.64% return. Over the past 10 years, TOLZ has underperformed ACWV with an annualized return of 5.32%, while ACWV has yielded a comparatively higher 6.96% annualized return.
TOLZ
9.79%
2.87%
7.16%
23.88%
10.71%
5.32%
ACWV
5.64%
-0.10%
3.05%
14.84%
8.43%
6.96%
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TOLZ vs. ACWV - Expense Ratio Comparison
TOLZ has a 0.46% expense ratio, which is higher than ACWV's 0.20% expense ratio.
Risk-Adjusted Performance
TOLZ vs. ACWV — Risk-Adjusted Performance Rank
TOLZ
ACWV
TOLZ vs. ACWV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and iShares MSCI Global Min Vol Factor ETF (ACWV). 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
TOLZ vs. ACWV - Dividend Comparison
TOLZ's dividend yield for the trailing twelve months is around 3.27%, more than ACWV's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 3.27% | 3.53% | 3.34% | 3.01% | 3.28% | 3.16% | 2.96% | 3.63% | 3.30% | 2.96% | 4.52% | 2.03% |
ACWV iShares MSCI Global Min Vol Factor ETF | 2.21% | 2.33% | 2.41% | 2.18% | 1.92% | 1.77% | 2.54% | 2.32% | 2.04% | 2.56% | 2.28% | 2.23% |
Drawdowns
TOLZ vs. ACWV - Drawdown Comparison
The maximum TOLZ drawdown since its inception was -39.33%, which is greater than ACWV's maximum drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for TOLZ and ACWV. For additional features, visit the drawdowns tool.
Volatility
TOLZ vs. ACWV - Volatility Comparison
ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) has a higher volatility of 8.94% compared to iShares MSCI Global Min Vol Factor ETF (ACWV) at 7.75%. This indicates that TOLZ's price experiences larger fluctuations and is considered to be riskier than ACWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.