Data as of Oct 28, 2026.
ACWI vs RDVY: Differences, Returns & Fees
Over the year to Oct 28, 2026, ACWI returned +13.4% to RDVY's +17.6%; 19% of their weight is in the same names.
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Net assets: $33.0bn on Oct 28, 2026 for iShares MSCI ACWI ETF, and $25.4bn on Oct 27, 2026 for First Trust Rising Dividend Achievers ETF.
Pair scorecard
ACWI costs 0.15 points a year less; their one-year returns differ by 4.2 points; ACWI is 1.3 times larger.
| Measure | ACWI | RDVY |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.4% | +17.6% |
| Drawdown | ||
| Below its high | 5.3%, high on Aug 13, 2026 | |
| Benchmark | ||
| What it tracks | MSCI ACWI | Nasdaq US Rising Dividend Achievers Index |
| Cost and size | ||
| Expense ratio | 0.32% | 0.47% |
| Net assets, as of Oct 26, 2026 | $32.6bn | $25.3bn |
| Holdings | ||
| Holdings in common | 19% | |
| Top ten holdings, share of the fund | 24.9% | 22.1% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Jan 17, 2014 to Oct 23, 2026 · 666 weekly returnsRDVY returned more: +388.8% to +250.6%. ACWI swung less: 15.8% to 19.4%. ACWI fell less at its worst: −32.1% to −39.0%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | ACWI | RDVY | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +250.6% | +388.8% | RDVY | Price change plus distributions, reinvested. |
| Annualized | +10.3% | +13.2% | RDVY | Total return as a yearly rate. |
| Price return | +174.5% | +292.1% | RDVY | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 15.8% | 19.4% | ACWI | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 11.1% | 13.3% | ACWI | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −32.1% | −39.0% | ACWI | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.57 | 0.63 | RDVY (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.81 | 0.93 | RDVY | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.32 | 0.34 | RDVY (slight) | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 666 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, ACWI and RDVY hold 19% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
19% in common
Only in one fund ↓
Side by side
ACWI and RDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
ACWI and RDVY do different jobs. What does each one do in a portfolio?
- What each follows. ACWI follows MSCI ACWI and RDVY follows Nasdaq US Rising Dividend Achievers Index.
- Holdings in common. 19% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 ACWI returned +13.4% and RDVY +17.6% with distributions reinvested, a gap of 4.2 points.
Data as of Oct 28, 2026.
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ACWI
ACWI tracks the MSCI ACWI. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.32% a year. By its holdings published by its issuer for Oct 27, 2026, 61% of the fund by weight is stocks the S&P 500 also holds, across 2,197 positions, with the top ten at 24.9%.
RDVY
RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, ACWI or RDVY?
- In the year to Oct 28, 2026, with distributions reinvested, ACWI returned +13.4% and RDVY +17.6%.
- Which is cheaper, ACWI or RDVY?
- ACWI is cheaper, by 0.15 percentage points a year. That is about $15 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, ACWI against RDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/acwi-vs-rdvy
ETFIQ. (Oct 28, 2026). ACWI against RDVY. Retrieved from https://etfiq.com/compare/any/acwi-vs-rdvy
[ACWI against RDVY (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/acwi-vs-rdvy)
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