PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
XOEF vs. ACWI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

XOEF vs. ACWI

Last updated Apr 2, 2026

Compare and contrast key facts about iShares S&P 500 ex S&P 100 ETF (XOEF) and iShares MSCI ACWI ETF (ACWI).

XOEF and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XOEF is a passively managed fund by iShares that tracks the performance of the S&P 500 Ex-S&P 100 Select Index. It was launched on Jul 8, 2025. 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 XOEF 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

XOEF vs. ACWI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P 500 ex S&P 100 ETF (XOEF) and iShares MSCI ACWI ETF (ACWI). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

XOEF vs. ACWI - Yearly Performance Comparison

2026 (YTD)2025
XOEF
iShares S&P 500 ex S&P 100 ETF		2.96%4.15%
ACWI
iShares MSCI ACWI ETF		-1.29%10.15%

Returns By Period

In the year-to-date period, XOEF achieves a 2.96% return, which is significantly higher than ACWI's -1.29% return.

XOEF

1D
0.68%
1M
-4.86%
YTD
2.96%
6M
3.90%
1Y
—
3Y*
—
5Y*
—
10Y*
—

ACWI

1D
0.94%
1M
-4.69%
YTD
-1.29%
6M
1.41%
1Y
21.56%
3Y*
17.35%
5Y*
9.60%
10Y*
11.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares S&P 500 ex S&P 100 ETF

iShares MSCI ACWI ETF

Often compared with XOEF:
XOEF vs. FCNTXXOEF vs. MAINXOEF vs. VOOXOEF vs. VTIXOEF vs. CPSMXOEF vs. IVVXOEF vs. IWM
Often compared with ACWI:
ACWI vs. VTACWI vs. SPYACWI vs. VWRL.LACWI vs. ACWXACWI vs. ACWI.LACWI vs. VOOACWI vs. VTI

XOEF vs. ACWI - Expense Ratio Comparison

XOEF has a 0.20% expense ratio, which is lower than ACWI's 0.32% expense ratio.

ACWI
iShares MSCI ACWI ETF
XOEF
iShares S&P 500 ex S&P 100 ETF

Return for Risk

XOEF vs. ACWI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XOEF
ACWI
ACWI Risk / Return Rank: 7272
Overall Rank
ACWI Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
ACWI Sortino Ratio Rank: 7171
Sortino Ratio Rank
ACWI Omega Ratio Rank: 7272
Omega Ratio Rank
ACWI Calmar Ratio Rank: 7171
Calmar Ratio Rank
ACWI Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XOEF vs. ACWI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 ex S&P 100 ETF (XOEF) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

XOEF vs. ACWI - Sharpe Ratio Comparison

Loading graphics...

Sharpe Ratios by Period

XOEFACWIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

1.24

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.60

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.69

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.39

+0.39

Correlation

The correlation between XOEF and ACWI is 0.84, 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

XOEF vs. ACWI - Dividend Comparison

XOEF's dividend yield for the trailing twelve months is around 0.87%, less than ACWI's 1.57% yield.

TTM20252024202320222021202020192018201720162015
XOEF
iShares S&P 500 ex S&P 100 ETF		0.87%0.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ACWI
iShares MSCI ACWI ETF		1.57%1.55%1.70%1.88%1.79%1.71%1.43%2.33%2.18%1.94%2.19%2.56%

Drawdowns

XOEF vs. ACWI - Drawdown Comparison

The maximum XOEF drawdown since its inception was -7.66%, smaller than the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for XOEF and ACWI.

Loading graphics...

Drawdown Indicators

XOEFACWIDifference

Max Drawdown

Largest peak-to-trough decline

-7.66%

-56.00%

+48.34%

Max Drawdown (1Y)

Largest decline over 1 year

—

-11.76%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-26.42%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.53%

—

Current Drawdown

Current decline from peak

-4.97%

-6.04%

+1.07%

Average Drawdown

Average peak-to-trough decline

-1.43%

-8.68%

+7.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.57%

—

Volatility

XOEF vs. ACWI - Volatility Comparison

Loading graphics...

Volatility by Period

XOEFACWIDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.23%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

10.08%

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.82%

17.50%

-4.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.82%

15.96%

-3.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.82%

17.08%

-4.26%