Which returned more over the last year, ACWV or AVGE?

In the year to Nov 4, 2026, with distributions reinvested, ACWV returned +13.7% and AVGE +22.0%.

Which is cheaper, ACWV or AVGE?

ACWV is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do ACWV and AVGE overlap with the S&P 500?

By their latest filed holdings, 55% of ACWV and 0% of AVGE by weight is stocks the S&P 500 already holds.

Data as of Nov 4, 2026.

Across categories

ACWV vs AVGE: Differences, Returns & Fees

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Over the year to Nov 4, 2026, ACWV returned +13.7% to AVGE's +22.0%; 0% of their weight is in the same names.

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Net assets: $3.5bn on Nov 4, 2026 for iShares MSCI Global Min Vol Factor ETF, and $1.2bn on Aug 31, 2026 for Avantis All Equity Markets ETF.

ACWV on its own →AVGE on its own →

At a glance

+13.7%

ACWV total return, 1 year

+22.0%

AVGE total return, 1 year

0.20%

ACWV expense ratio

0.23%

AVGE expense ratio

Pair scorecard

ACWV costs 0.03 points a year less; their one-year returns differ by 8.3 points.

ACWV vs AVGE: Differences, Returns & Fees
Measure	ACWV	AVGE
Return
Measure	ACWV	AVGE
Total return, 1 year	+13.7%	+22.0%
Benchmark
Measure	ACWV	AVGE
What it tracks	MSCI ACWI Minimum Volatility (USD) Index	No index, actively managed
Cost and size
Measure	ACWV	AVGE
Expense ratio	0.20%	0.23%
Net assets, ACWV as of Nov 4, 2026 and AVGE as of Aug 31, 2026	$3.5bn	$1.2bn
Holdings
Measure	ACWV	AVGE
Holdings in common	0%
Top ten holdings, share of the fund	11.9%	95.5%

Method

What they share

By the books each fund has filed, ACWV and AVGE hold 0% of their money in the same securities at the same weight. Holdings dated Nov 2, 2026 and Nov 3, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first ACWV AVGE

Only in one fund ↓

Only in ACWV

JOHNSON & JOHNSON 1.43%

MOTOROLA SOLUTIONS INC 1.34%

MICROSOFT 1.33%

CISCO SYSTEMS INC 1.27%

DUKE ENERGY CORP 1.19%

BERKSHIRE HATHAWAY INC CLASS B 1.15%

TAIWAN SEMICONDUCTOR MANUFACTURING 1.10%

CENCORA 1.05%

Only in AVGE

AVANTIS US EQUITY ETF AVANTIS U.S. EQUITY ETF 43.27%

AVANTIS US LARGE CAP VALUE ETF AVANTIS US LARGE CAP VALUE 15.78%

AVANTIS INTERNATIONAL EQUITY E AVANTIS INTERNATIONAL EQUITY 10.45%

AVANTIS EMERGING MARKETS EQUIT AVANTIS EMERGING MARKETS EQ 6.13%

AVANTIS INTERNATIONAL LARGE CA AVANTIS INTL LRG CAP VAL ETF 5.38%

AVANTIS U.S. SMALL CAP VALUE E AVANTIS US SMALL CAP VALUE 3.58%

AVANTIS US SMALL CAP EQUITY ET AVANTIS US SMALL CAP EQUITY 3.52%

AVANTIS EMERGING MARKETS VALUE AVANTIS EMERGING MARKETS VAL 3.09%

Check overlap with more funds →

Side by side

ACWV iShares MSCI Global Min Vol Factor ETF AVGE Avantis All Equity Markets ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Avantis

What it is Tracks an index Actively managed

Total return, 1 year +13.7% +22.0%

Its benchmark over the same days not measured +15.9% (SPGM)

Gap to its benchmark not measured +6.1 pts vs SPGM

Expense ratio 0.20% 0.23%

Already in the S&P 500 55.4% 0.0%

Holdings 382 15

Net assets, ACWV as of Nov 4, 2026 and AVGE as of Aug 31, 2026 $3.5bn $1.2bn

ACWV and AVGE on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

Client brief:

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About each fund

ACWV

ACWV tracks an index. Over the year to Nov 4, 2026 it returned +13.7% with distributions reinvested. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Nov 3, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 382 positions, with the top ten at 11.9%.

AVGE

AVGE is actively managed and tracks no index. Over the year to Nov 4, 2026 it returned +22.0% with distributions reinvested, against +15.9% for its benchmark, the MSCI ACWI IMI. The prospectus expense ratio is 0.23% a year. By its holdings published by its issuer for Nov 2, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 15 positions, with the top ten at 95.5%.

Questions people ask

Which returned more over the last year, ACWV or AVGE?: In the year to Nov 4, 2026, with distributions reinvested, ACWV returned +13.7% and AVGE +22.0%.
Which is cheaper, ACWV or AVGE?: ACWV is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do ACWV and AVGE overlap with the S&P 500?: By their latest filed holdings, 55% of ACWV and 0% of AVGE by weight is stocks the S&P 500 already holds.

Other comparisons

ACWV vs CRBN ACWV vs RAAX ACWV vs KLMT ACWV vs DFAW AVGE vs CGGE AVGE vs FEGE AVGE vs SPGM AVGE vs DFAW

Where to next

ACWV on its own →AVGE on its own →Hold both: look the portfolio through →Rankings →ACWV dividend history →ACWV holdings →AVGE dividend history →AVGE holdings →Standards and sources →

Sources and dates

ACWV filings on SEC EDGAR ↗

ACWV prospectus with the expense ratio (SEC) ↗

iShares page for ACWV ↗

AVGE filings on SEC EDGAR ↗

AVGE prospectus with the expense ratio (SEC) ↗

Avantis website ↗

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, ACWV against AVGE, data as of Nov 4, 2026. https://etfiq.com/compare/any/acwv-vs-avge

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.