WAGN vs. ACWV
WAGN (Pabrai Wagons ETF) and ACWV (iShares MSCI Global Min Vol Factor ETF) are both Global Equities funds. WAGN is actively managed, while ACWV is passively managed. A 0.68 correlation means they provide meaningful diversification when combined. WAGN charges 0.90%/yr vs 0.20%/yr for ACWV.
Performance
WAGN vs. ACWV - Performance Comparison
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Returns By Period
WAGN
- 1D
- 1.27%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
ACWV
- 1D
- 0.12%
- 1M
- 2.12%
- 6M
- 3.25%
- YTD
- 3.49%
- 1Y
- 5.83%
- 3Y*
- 9.37%
- 5Y*
- 5.47%
- 10Y*
- 6.95%
- ALL TIME*
- 8.61%
WAGN vs. ACWV - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WAGN Pabrai Wagons ETF | 0.36% |
ACWV iShares MSCI Global Min Vol Factor ETF | 1.13% |
Correlation
The correlation between WAGN and ACWV is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 30, 2026 | 0.68 |
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Return for Risk
WAGN vs. ACWV — Risk / Return Rank
WAGN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ACWV
WAGN vs. ACWV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pabrai Wagons ETF (WAGN) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WAGN | ACWV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.13 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.92 | — |
| Martin ratioReturn relative to average drawdown | — | 2.61 | — |
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Drawdowns
WAGN vs. ACWV - Drawdown Comparison
The maximum WAGN drawdown since its inception was -1.36%, smaller than the maximum ACWV drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for WAGN and ACWV.
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Drawdown Indicators
| WAGN | ACWV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.36% | -28.82% | +27.46% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.37% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -7.56% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.82% | — |
Current DrawdownCurrent decline from peak | -0.07% | -1.84% | +1.77% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -3.11% | +2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.24% | — |
Volatility
WAGN vs. ACWV - Volatility Comparison
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Volatility by Period
| WAGN | ACWV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.26% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.76% | 8.01% | +3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.76% | 10.28% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.76% | 12.29% | -0.53% |
WAGN vs. ACWV - Expense Ratio Comparison
WAGN has a 0.90% expense ratio, which is higher than ACWV's 0.20% expense ratio.
Dividends
WAGN vs. ACWV - Dividend Comparison
WAGN has not paid dividends to shareholders, while ACWV's dividend yield for the trailing twelve months is around 1.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWV iShares MSCI Global Min Vol Factor ETF | 1.94% | 2.09% | 2.33% | 2.41% | 2.18% | 1.92% | 1.77% | 2.54% | 2.32% | 2.04% | 2.56% | 2.28% |
WAGN Pabrai Wagons ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WAGN and ACWV have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ACWV is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ACWV is cheaper with a 0.20% expense ratio, compared with 0.90% for WAGN.
ACWV has the higher dividend yield at 1.94%, compared with 0.00% for WAGN.
They also come from different issuers: Pabrai and iShares. Their fees differ too: 0.90% for WAGN and 0.20% for ACWV.
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