ACWX vs VYM

ACWX vs VYM

Which is better, ACWX or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. ACWX led over 1Y and 3Y, VYM over 5Y and the full window. ACWX is less concentrated, with 15.5% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: ACWX

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricACWXVYM
Expense Ratio0.32%0.04%Best
AUM$12.4B$81.6B
Dividend Yield2.46%2.22%
Holdings1,913613
YTD Return+13.74%Best+13.15%
1Y Return+23.46%Best+17.82%
3Y Return (annualized)+19.20%Best+17.99%
5Y Return (annualized)+8.60%+12.16%Best
Volatility (annualized)17.9%14.8%Best
Max Drawdown-60.6%-53.6%Best
$10,000 over 5 years$15,106$17,750Best
Top 10 Weight15.5%Best25.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMar 26, 2008Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Mar 31, 2008 to Sep 10, 2026 (18.4 years).

ACWX vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 18.4 years both funds cover.

ACWX vs VYM Performance

iShares MSCI ACWI ex US ETF (ACWX) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ACWX returned +23.46% while VYM returned +17.82%. Year to date, ACWX is up 13.74% versus a gain of 13.15% for VYM.

Over three years, ACWX compounded at +19.20% per year against +17.99% for VYM; over five years the annualized figures are +8.60% and +12.16% respectively. Across the full 18-year window we track, VYM has the edge at +7.84% annualized vs +3.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ACWX has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 14.8% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -60.6% for ACWX and -53.6% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ACWX charges 0.32% per year while VYM charges 0.04%. On a $10,000 position that is $32 vs $4 annually, a gap of $28 per year that compounds over a long holding period. On income, ACWX currently yields 2.46% against 2.22% for VYM.

Holdings Overlap

ACWX already in VYM0.5%
VYM already in ACWX1.8%

0.5% of ACWX's money is in holdings VYM also owns. 1.8% of VYM's money is in holdings ACWX also owns.

VYM and ACWX share little of their money.

9 positions in common, counted across the 1,837 positions we hold weights for in ACWX and 603 in VYM, against full books of 1,913 and 613.

What only one of them owns

Our book lists 562 positions for VYM that do not appear in our book for ACWX (95.9% of the fund), and 25 for ACWX that do not appear in VYM (2.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ACWXWeight in VYMDifference
MRKMerck & Co. Inc.0.06%1.32%1.26%
DGDollar General Corp.0.18%0.11%0.07%
BAP:BMCredicorp Ltd0.07%0.11%0.04%
HAL:MBHindustan Aeronautics Ltd0.02%0.12%0.10%
SCCOSouthern Copper Corp0.05%0.07%0.02%
XPXp Inc0.02%0.03%0.01%
TIGO:LUMillicom International Cellular Sa Common Stock0.02%0.03%0.01%
AMAntero Midstream Corp0.02%0.03%0.01%
SIG:AUSigma Pharmaceuticals Ltd0.03%0.01%0.02%

You are not choosing between two funds in isolation.

Whichever of ACWX and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ACWXVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACWX or VYM?

ACWX has an expense ratio of 0.32% while VYM charges 0.04%. VYM is the cheaper option, by $28 a year on a $10,000 investment.

Which performed better, ACWX or VYM?

Over the past year ACWX returned +23.46% vs +17.82% for VYM, so ACWX leads on 1-year performance. Over the longest common window we track (18 years), ACWX annualized +3.08% vs +7.84% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ACWX or VYM?

ACWX has been the more volatile fund at 17.9% annualized versus 14.8% for VYM. Worst drawdown: ACWX -60.6% vs VYM -53.6%.

Should I hold both ACWX and VYM?

ACWX and VYM have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ACWX and VYM?

1.8% of VYM's money is in holdings ACWX also owns. 1.8% of VYM's is in holdings ACWX also owns. They hold 9 positions in common, counted across the 1,837 positions we hold weights for in ACWX and 603 in VYM.

Which pays a higher dividend, ACWX or VYM?

ACWX yields 2.46% while VYM yields 2.22%, so ACWX currently pays the higher dividend yield.

Is VYM better than ACWX?

VYM has a lower expense ratio. ACWX led over 1Y and 3Y, VYM over 5Y and the full window. ACWX is less concentrated, with 15.5% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.