The MSCI ACWI ETF fund, symbol ACWI, is an exchange traded fund (ETF) within the iShares family. There are many other funds which offer a similar return profile to ACWI, available as an ETF from Fidelity, an ETF from Vanguard, and a mutual fund from Vanguard Mutual Funds.

What is similar to ACWI?

When comparing both daily movements and return profile, there are multiple funds which are very similar to iShares's MSCI ACWI ETF, but not exactly the same. VTWAX (Vanguard Mutual Funds Total World Stock Index Fund Admiral Shares), VTWIX (Vanguard Mutual Funds Total World Stock Index Fund Institutional Shares), FDKVX (Fidelity Freedom 2060 Fund), FAMRX (Fidelity Asset Manager 85%), VT (Vanguard Total World Stock ETF), FFSFX (Fidelity Freedom 2065 Fund), FFFHX (Fidelity Freedom 2050 Fund), FFFGX (Fidelity Freedom 2045 Fund), and FFFFX (Fidelity Freedom 2040 Fund).
Similarity Symbol Fund Family Fund Name Compare
Extremely Similar FFFFX Fidelity Freedom 2040 Fund
Extremely Similar FFFGX Fidelity Freedom 2045 Fund
Extremely Similar FFFHX Fidelity Freedom 2050 Fund
Extremely Similar FFSFX Fidelity Freedom 2065 Fund
Extremely Similar VT Vanguard Total World Stock ETF
Extremely Similar FAMRX Fidelity Asset Manager 85%
Extremely Similar FDKVX Fidelity Freedom 2060 Fund
Extremely Similar VTWIX Vanguard Mutual Funds Total World Stock Index Fund Institutional Shares
Extremely Similar VTWAX Vanguard Mutual Funds Total World Stock Index Fund Admiral Shares

What is the Fidelity equivalent of ACWI?

We track 6 Fidelity ETFs which are extremely similar to iShares's ACWI: FDKVX (Freedom 2060 Fund), FAMRX (Asset Manager 85%), FFSFX (Freedom 2065 Fund), FFFHX (Freedom 2050 Fund), FFFGX (Freedom 2045 Fund), and FFFFX (Freedom 2040 Fund).

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar FDKVX Fidelity Freedom 2060 Fund
Extremely Similar FAMRX Fidelity Asset Manager 85%
Extremely Similar FFSFX Fidelity Freedom 2065 Fund
Extremely Similar FFFHX Fidelity Freedom 2050 Fund
Extremely Similar FFFGX Fidelity Freedom 2045 Fund
Extremely Similar FFFFX Fidelity Freedom 2040 Fund

What is the Vanguard equivalent of ACWI?

We track 1 Vanguard ETF which is extremely similar to iShares's ACWI: VT (Total World Stock ETF).

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VT Vanguard Total World Stock ETF

What is the Vanguard Mutual Funds equivalent of ACWI?

We track 2 Vanguard Mutual Funds mutual funds which are extremely similar to iShares's ACWI: VTWAX (Total World Stock Index Fund Admiral Shares), and VTWIX (Total World Stock Index Fund Institutional Shares).

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VTWAX Vanguard Mutual Funds Total World Stock Index Fund Admiral Shares
Extremely Similar VTWIX Vanguard Mutual Funds Total World Stock Index Fund Institutional Shares

Which iShares funds are most similar to ACWI?

Similarity Symbol Fund Family Fund Name Compare
Similar IOO iShares Global 100 ETF
Similar IWB iShares Russell 1000 ETF
Similar CRBN iShares MSCI ACWI Low Carbon Target ETF
Similar IWV iShares Russell 3000 ETF
Similar ITOT iShares Core S&P Total U.S. Stock Market ETF

Which Non-iShares funds are most similar to ACWI?

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar VTWAX Vanguard Mutual Funds Total World Stock Index Fund Admiral Shares
Extremely Similar VTWIX Vanguard Mutual Funds Total World Stock Index Fund Institutional Shares
Extremely Similar FDKVX Fidelity Freedom 2060 Fund
Extremely Similar FAMRX Fidelity Asset Manager 85%
Extremely Similar VT Vanguard Total World Stock ETF

Which iShares funds are negatively correlated to ACWI?

Correlation Symbol Fund Family Fund Name Compare
-42.2% IBTE iShares iBonds Dec 2024 Term Treasury ETF
-40.4% TLT iShares 20+ Year Treasury Bond ETF
-39.6% IEF iShares 7-10 Year Treasury Bond ETF
-39.5% TLH iShares 10-20 Year Treasury Bond ETF
-38.2% GOVT iShares U.S. Treasury Bond ETF
-38.0% IBTJ iShares iBonds Dec 2029 Term Treasury ETF
-37.8% IEI iShares 3-7 Year Treasury Bond ETF
-37.8% IBTA iShares iBonds Dec 2021 Term Treasury ETF
-34.8% IBTF iShares iBonds Dec 2025 Term Treasury ETF
-34.7% IBTD iShares iBonds Dec 2023 Term Treasury ETF

Which Non-iShares funds are negatively correlated to ACWI?

Correlation Symbol Fund Family Fund Name Compare
-96.4% SH PowerShares Short S&P500
-95.5% SDS PowerShares UltraShort S&P500
-94.9% EFZ PowerShares Short MSCI EAFE
-94.4% SPXU PowerShares UltraPro Short S&P500
-93.7% DOG PowerShares Short Dow30
-92.6% DXD PowerShares UltraShort Dow30
-92.6% EPV PowerShares UltraShort FTSE Europe
-92.0% EFU PowerShares UltraShort MSCI EAFE
-91.5% MYY PowerShares Short MidCap400
-90.3% MZZ PowerShares UltraShort MidCap400

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