ACWI vs SCHX
iShares MSCI ACWI ETF vs Schwab US Large-Cap ETF
ACWI$153.93
iShares MSCI ACWI ETF
Global equities including US and developed/emerging markets.
Expense: 0.32%Yield: 1.45%
SCHX$28.79
Schwab US Large-Cap ETF
Low-cost US large-cap exposure.
Expense: 0.03%Yield: 1.06%
Quick take
- • SCHX has the lower expense ratio at 0.03% vs 0.32% for ACWI.
- • ACWI pays a higher dividend yield (1.45%).
Side-by-side metrics
| Metric | ACWI | SCHX |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.32% | 0.03% |
Dividend yield Trailing 12-month yield. | 1.45% | 1.06% |
AUM Assets under management — bigger funds are typically more liquid. | $31.30B | $68.25B |
YTD return | 9.83% | 7.66% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 0.97 | 1.02 |
P/E ratio | 22.73 | 27.24 |
Last price | $153.93 | $28.79 |
Inception | — | — |
Issuer | iShares | Schwab |
ACWI top holdings
Top holdings · ACWI
| NVDA | NVIDIA Corp | 5.18% |
| AAPL | Apple Inc | 4.04% |
| MSFT | Microsoft Corp | 3.05% |
| AMZN | Amazon.com Inc | 2.58% |
| GOOGL | Alphabet Inc Class A | 2.07% |
| AVGO | Broadcom Inc | 1.86% |
| 2330.TW | Taiwan Semiconductor Manufacturing Co Ltd | 1.74% |
| GOOG | Alphabet Inc Class C | 1.72% |
| META | Meta Platforms Inc Class A | 1.48% |
| TSLA | Tesla Inc | 1.07% |
Sector breakdown · ACWI
Real Estate1.8%
Consumer Cyclical9.3%
Basic Materials3.7%
Consumer Defensive4.9%
Technology29.8%
Communication Services8.8%
Financial Services16.2%
Utilities2.6%
Industrials10.7%
Energy4.2%
Healthcare8.0%
SCHX top holdings
Top holdings · SCHX
| NVDA | NVIDIA Corp | 7.89% |
| AAPL | Apple Inc | 6.16% |
| MSFT | Microsoft Corp | 4.89% |
| AMZN | Amazon.com Inc | 3.99% |
| GOOGL | Alphabet Inc Class A | 3.16% |
| AVGO | Broadcom Inc | 2.99% |
| GOOG | Alphabet Inc Class C | 2.52% |
| META | Meta Platforms Inc Class A | 2.27% |
| TSLA | Tesla Inc | 1.63% |
| BRK-B | Berkshire Hathaway Inc Class B | 1.35% |
Sector breakdown · SCHX
Real Estate2.1%
Consumer Cyclical10.1%
Basic Materials1.9%
Consumer Defensive4.8%
Technology35.4%
Communication Services10.6%
Financial Services11.9%
Utilities2.3%
Industrials8.9%
Energy3.6%
Healthcare8.6%
About ACWI
ACWI (iShares MSCI ACWI ETF) is Global equities including US and developed/emerging markets. Managed by iShares, the fund carries $31.3B in assets under management, an expense ratio of 0.32%, a dividend yield of 1.45%. Its largest holding is NVIDIA Corp (NVDA), which represents 5.2% of the portfolio. Real Estate is the fund's largest sector exposure at 1.8%.
About SCHX
SCHX (Schwab US Large-Cap ETF) is Low-cost US large-cap exposure. Managed by Schwab, the fund carries $68.2B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.06%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.9% of the portfolio. Real Estate is the fund's largest sector exposure at 2.1%.