IShares MSCI Competition

ACWI Etf

USD 136.54 -2.84 -2.04%

Comparable companies for iShares MSCI ACWI include IShares MSCI, IShares Core, IShares Core, IShares Technology, and IShares MSCI and related peers. This context supports benchmarking against similarly positioned firms. Financial data is sourced from standardized regulatory submissions. iShares MSCI ACWI is reviewed side by side with peers across valuation, quality, and risk metrics. IShares MSCI is evaluated relative to competitors across return, volatility, and valuation metrics. Benchmarking against comparable ETFs helps frame competitive context with consistent criteria.

Correlation: IShares MSCI vs Capital Group View

Almost no diversification

Across the chosen horizon, ACWI and CGDV show a correlation of 0.94 and fall into the Almost no diversification bucket. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with IShares Etf

1.0	VT	Vanguard Total World	Pair Corr
0.69	ACWV	iShares MSCI Global	Pair Corr
0.86	IOO	iShares Global 100	Pair Corr
0.97	URTH	iShares MSCI World	Pair Corr

Moving against IShares Etf

0.38

TILL

Listed Funds Trust

Pair Corr

Specify up to 10 symbols:

The mean reversion tendency in IShares MSCI's price is a well-documented phenomenon that disciplined investors can exploit by identifying when price has diverged substantially from fundamental and historical anchors.

Hype

Prediction

Low	Estimated	High
135.63	136.47	137.31

Details

Intrinsic

Valuation

Low	Real	High
122.89	138.05	138.89

Details

Naive

Forecast

Low	Next	High
135.19	136.03	136.88

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
136.46	143.46	150.46

Details

Comparing IShares MSCI against its competitive peer group transforms raw financial data into actionable insight. IShares MSCI's standing on returns, margins, and growth relative to competitors is the ultimate test of its investment merit.

IShares MSCI Competition Correlation Matrix

Reviewing how iShares MSCI ACWI moves relative to competing etfs can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.

	USMV	IUSV	IDEV	IYW	EEM	DVY	EWJ	MDY	IWP	CGDV
USMV		0.75	0.74	-0.34	0.66	0.75	0.7	0.69	-0.15	0.76	USMV
IUSV	0.75		0.93	-0.13	0.83	0.78	0.87	0.96	0.08	0.96	IUSV
IDEV	0.74	0.93		-0.23	0.95	0.88	0.96	0.94	-0.09	0.96	IDEV
IYW	-0.34	-0.13	-0.23		-0.3	-0.63	-0.41	-0.17	0.87	-0.07	IYW
EEM	0.66	0.83	0.95	-0.3		0.89	0.91	0.88	-0.2	0.88	EEM
DVY	0.75	0.78	0.88	-0.63	0.89		0.92	0.81	-0.49	0.78	DVY
EWJ	0.7	0.87	0.96	-0.41	0.91	0.92		0.9	-0.24	0.89	EWJ
MDY	0.69	0.96	0.94	-0.17	0.88	0.81	0.9		0.08	0.93	MDY
IWP	-0.15	0.08	-0.09	0.87	-0.2	-0.49	-0.24	0.08		0.07	IWP
CGDV	0.76	0.96	0.96	-0.07	0.88	0.78	0.89	0.93	0.07		CGDV
	USMV	IUSV	IDEV	IYW	EEM	DVY	EWJ	MDY	IWP	CGDV

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High positive correlations

MDY	+ 0.96	IUSV
CGDV	+ 0.96	IUSV
EWJ	+ 0.96	IDEV
CGDV	+ 0.96	IDEV
EEM	+ 0.95	IDEV
MDY	+ 0.94	IDEV

High negative correlations

DVY	- 0.63	IYW
IWP	- 0.49	DVY
EWJ	- 0.41	IYW
IYW	- 0.34	USMV
EEM	- 0.3	IYW
IWP	- 0.24	EWJ

IShares MSCI Constituents Risk-Adjusted Indicators

Surface-level performance for IShares Etf can mask how the business actually stacks up against its competitive set. A thorough review of IShares MSCI's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
USMV	0.40	0.01	0.00	-0.08	0.00	0.00	0.77	-0.85	2.85
IUSV	0.50	0.04	0.00	-0.05	0.00	0.00	0.97	-1.30	2.92
IDEV	0.76	0.06	0.00	-0.03	0.00	0.00	1.50	-1.75	5.16
IYW	1.04	0.01	0.00	-0.09	0.00	0.00	1.81	-2.32	6.02
EEM	1.03	0.18	0.09	0.06	1.64	-0.95	2.13	-2.40	7.80
DVY	0.57	0.10	0.19	0.06	0.64	-0.61	1.19	-1.17	3.23
EWJ	0.98	0.10	0.00	-0.01	0.00	0.00	2.11	-2.35	7.57
MDY	0.72	0.08	0.00	-0.02	0.00	0.00	1.33	-1.74	5.55
IWP	0.87	-0.01	0.00	-0.11	0.00	0.00	1.40	-2.28	5.80
CGDV	0.56	0.04	0.00	-0.05	0.00	0.00	0.86	-1.48	4.27

IShares MSCI Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	ACWI	USMV	IUSV	IDEV	IYW	EEM	DVY	EWJ	MDY	IWP
	2.04 136.54 IShares	1.00 92.35 IShares	0.97 100.52 IShares	2.92 80.57 IShares	2.23 184.48 IShares	3.44 55.64 IShares	1.60 145.93 IShares	3.43 81.20 IShares	2.24 601.47 SPDR	2.36 128.06 IShares
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Weak	Weak	Weak	Mild	Contained	Soft	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Strong Hold	Strong Hold	Hold	Strong Buy	Strong Buy	Strong Hold	Strong Hold	Hold
Price To Sales	1.41	2.26	1.55	N/A	3.1	68.86	1.6	0.74	1.26	1.83
Equity Positions Weight	99.51	99.7	99.83	99.2	100.07	99.36	99.68	98.91	100.0	99.89
Three Year Return	18.1	11.3	15.2	15.4	29.1	18.1	12.8	16.2	13.8	14.1
Net Asset	14.35 B	29.35 B	10.71 B	6.57 B	5.71 B	20.8 B	19.51 B	8.07 B	15.93 B	11.8 B
Price To Book	1.94	3.1	1.74	N/A	4.23	1.37	2.3	1.15	2.25	4.69
Five Year Return	9.5	8.2	10.4	7.6	17.4	3.6	9.1	5.3	6.5	5.3
One Year Return	17.4	1.3	12.0	17.8	29.2	30.4	13.4	19.1	14.3	6.7
Last Dividend Paid	0.61	0.0549	1.42	0.57	0.44	0.23	0.8	0.44	1.12	0.2
Ten Year Return	11.4	9.8	11.4	N/A	22.3	7.7	9.9	8.0	10.4	11.6
Price To Earning	17.24	20.95	3.35	N/A	2.14	2.98	3.14	4.12	20.76	3.12
Beta	1.0	0.55	0.89	1.02	1.28	0.96	0.73	0.84	1.11	1.31
Day Typical Price	137.14	92.58	100.74	81.13	185.23	56.03	146.62	81.98	604.4	128.77
Accumulation Distribution	0.0229	0.0133	0.0143	0.0301	0.026	0.0275	0.0237	0.036	0.0284	0.0253
Market Facilitation Index	3.18	1.24	1.45	2.49	4.88	1.57	3.52	3.02	17.43	3.31
Daily Balance Of Power	-0.89	-0.75	-0.68	-0.97	-0.86	-1.26	-0.68	-0.95	-0.79	-0.94
Period Momentum Indicator	-2.84	-0.93	-0.98	-2.42	-4.20	-1.98	-2.38	-2.88	-13.77	-3.10
Rate Of Daily Change	0.98	0.99	0.99	0.97	0.98	0.97	0.98	0.97	0.98	0.98
Day Median Price	137.44	92.7	100.85	81.41	185.6	56.22	146.97	82.37	605.87	129.13
Price Action Indicator	-2.32	-0.82	-0.82	-2.06	-3.22	-1.57	-2.23	-2.61	-11.28	-2.61
Relative Strength Index	36.51	36.11	36.09	36.01	40.64	42.6	53.31	39.49	58.42	38.43
Coefficient Of Variation	-2,086	-2,057	-2,377	-5,289	-1,484	1901.67	1541.55	-63,767	-6,184	-1,030
Mean Deviation	0.6544	0.3975	0.5001	0.7561	1.04	1.03	0.5664	0.9778	0.7249	0.8662
Jensen Alpha	0.036	0.0081	0.0356	0.0596	0.0075	0.179	0.1011	0.0982	0.0778	-0.01
Total Risk Alpha	0.0531	0.0285	0.043	0.0944	0.0617	0.2382	0.1253	0.1551	0.0947	0.0185
Sortino Ratio	N/A	N/A	N/A	N/A	N/A	0.0944	0.1941	N/A	N/A	N/A
Downside Variance	N/A	N/A	N/A	N/A	N/A	2.98	0.4851	N/A	N/A	N/A
Standard Deviation	0.8457	0.521	0.6585	1.01	1.3	1.42	0.7218	1.36	0.9843	1.12
Kurtosis	0.1803	0.7889	0.039	1.03	-0.19	2.14	0.1564	1.05	1.19	0.6484
Potential Upside	0.967	0.7723	0.9653	1.5	1.81	2.13	1.19	2.11	1.33	1.4
Treynor Ratio	-0.06	-0.08	-0.05	-0.03	-0.09	0.0554	0.0564	-0.01	-0.02	-0.11
Maximum Drawdown	4.1	2.85	2.92	5.16	6.02	7.8	3.23	7.57	5.55	5.8
Variance	0.7152	0.2714	0.4337	1.01	1.69	2.01	0.5209	1.86	0.9689	1.25
Market Risk Adjusted Performance	-0.05	-0.07	-0.04	-0.02	-0.08	0.0654	0.0664	-0.0008	-0.01	-0.1
Risk Adjusted Performance	-0.04	-0.04	-0.04	-0.01	-0.05	0.0465	0.0509	0.0029	-0.01	-0.08
Skewness	-0.37	-0.27	-0.35	-0.78	-0.06	-0.91	0.0287	-0.29	0.0378	0.0657
Semi Deviation	N/A	N/A	N/A	N/A	N/A	1.64	0.6384	N/A	N/A	N/A
Information Ratio	0.0565	0.121	0.0921	0.0688	6.0E-4	0.1149	0.1873	0.0632	0.0736	-0.02
Value At Risk	-1.74	-0.85	-1.30	-1.75	-2.32	-2.40	-1.17	-2.35	-1.74	-2.28
Expected Short fall	N/A	N/A	N/A	N/A	N/A	-0.95	-0.61	N/A	N/A	N/A
Downside Deviation	N/A	N/A	N/A	N/A	N/A	1.73	0.6965	N/A	N/A	N/A
Semi Variance	N/A	N/A	N/A	N/A	N/A	2.68	0.4075	N/A	N/A	N/A

IShares MSCI Competition Peer Performance Charts

How to Analyze IShares MSCI Against Peers

IShares MSCI's peer analysis compares IShares MSCI with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether IShares MSCI trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where IShares MSCI leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Return on invested capital comparison for IShares MSCI versus peers reveals which companies in the group are genuinely creating value. Momentum comparison for IShares MSCI across peers can signal rotation when peers accelerate while IShares MSCI lags or vice versa. Divergence between IShares MSCI and its peers often has a fundamental explanation worth investigating. This section is designed to make peer positioning easier to interpret at a glance.

This section for iShares MSCI ACWI is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules.

This content is curated and reviewed by:

Vlad Skutelnik - Macroaxis Contributor

Last reviewed on March 2nd, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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IShares MSCI Competition

Correlation: IShares MSCI vs Capital Group View

Moving together with IShares Etf

Moving against IShares Etf

Specify up to 10 symbols:

IShares MSCI Competition Correlation Matrix

High positive correlations

High negative correlations

IShares MSCI Constituents Risk-Adjusted Indicators

IShares MSCI Competitive Analysis

IShares MSCI Competition Peer Performance Charts

How to Analyze IShares MSCI Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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