ACWI vs SCHX
iShares MSCI ACWI ETF vs Schwab US Large-Cap ETF
ACWI$157.73
iShares MSCI ACWI ETF
Global equities including US and developed/emerging markets.
Expense: 0.32%Yield: 1.44%
SCHX$29.98
Schwab US Large-Cap ETF
Low-cost US large-cap exposure.
Expense: 0.03%Yield: 1.05%
Quick take
- • SCHX has the lower expense ratio at 0.03% vs 0.32% for ACWI.
- • ACWI pays a higher dividend yield (1.44%).
Side-by-side metrics
| Metric | ACWI | SCHX |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.32% | 0.03% |
Dividend yield Trailing 12-month yield. | 1.44% | 1.05% |
AUM Assets under management — bigger funds are typically more liquid. | $32.28B | $73.24B |
YTD return | 11.21% | 11.01% |
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 | 0.99 |
P/E ratio | 20.85 | 23.63 |
Last price | $157.73 | $29.98 |
Inception | — | — |
Issuer | iShares | Schwab |
ACWI top holdings
Top holdings · ACWI
| AAPL | Apple Inc | 5.00% |
| NVDA | NVIDIA Corp | 4.65% |
| MSFT | Microsoft Corp | 3.64% |
| AMZN | Amazon.com Inc | 2.30% |
| 2330.TW | Taiwan Semiconductor Manufacturing Co Ltd | 1.76% |
| GOOGL | Alphabet Inc Class A | 1.62% |
| AVGO | Broadcom Inc | 1.46% |
| META | Meta Platforms Inc Class A | 1.33% |
| GOOG | Alphabet Inc Class C | 1.28% |
| TSLA | Tesla Inc | 1.13% |
Sector breakdown · ACWI
Real Estate1.6%
Consumer Cyclical8.5%
Basic Materials3.3%
Consumer Defensive5.0%
Technology31.9%
Communication Services7.1%
Financial Services16.5%
Utilities2.4%
Industrials9.9%
Energy4.5%
Healthcare9.4%
SCHX top holdings
Top holdings · SCHX
| AAPL | Apple Inc | 7.27% |
| NVDA | NVIDIA Corp | 7.16% |
| MSFT | Microsoft Corp | 5.60% |
| AMZN | Amazon.com Inc | 3.41% |
| GOOGL | Alphabet Inc Class A | 2.37% |
| AVGO | Broadcom Inc | 2.24% |
| META | Meta Platforms Inc Class A | 1.96% |
| GOOG | Alphabet Inc Class C | 1.91% |
| LLY | Eli Lilly and Co | 1.64% |
| TSLA | Tesla Inc | 1.63% |
Sector breakdown · SCHX
Real Estate1.9%
Consumer Cyclical9.1%
Basic Materials1.7%
Consumer Defensive4.8%
Technology37.5%
Communication Services8.1%
Financial Services12.0%
Utilities2.0%
Industrials8.5%
Energy4.0%
Healthcare10.4%
About ACWI
ACWI (iShares MSCI ACWI ETF) is Global equities including US and developed/emerging markets. Managed by iShares, the fund carries $32.3B in assets under management, an expense ratio of 0.32%, a dividend yield of 1.44%. Its largest holding is Apple Inc (AAPL), which represents 5.0% of the portfolio. Real Estate is the fund's largest sector exposure at 1.6%.
About SCHX
SCHX (Schwab US Large-Cap ETF) is Low-cost US large-cap exposure. Managed by Schwab, the fund carries $73.2B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.05%. Its largest holding is Apple Inc (AAPL), which represents 7.3% of the portfolio. Real Estate is the fund's largest sector exposure at 1.9%.