VS

Correlation: 92.9%

What is ACWI?

ACWI was created on 2008-03-26 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 16783.64m in AUM and 2246 holdings. ACWI tracks a market cap-weighted index of large- and mid-cap global stocks", covering 85% of the developed and emerging markets capitalization.

What is CGDG?

CGDG was created on 2023-09-26 by Capital Group . The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 1684.75m in AUM and 93 holdings. CGDG actively selects dividend-paying companies globally that are attractively valued and believed to provide dividend growth. It employs a multi-manager approach to portfolio management.

Key Details

ACWI
CGDG
Website
www.ishares.com
www.capitalgroup.com
Inception Date

Mar 26, 2008

Sep 26, 2023

Asset Class

Equity

Equity

Investment Segment

Total Market

Total Market

AUM
$18.18B
$1.77B
Dividend Yield
1.83%
2.25%
Expense Ratio
0.32%
0.47%
Return 1Y
3.55%
8.06%

Holdings

iShares MSCI ACWI ETF - ACWI is made up of 2355 holdings. Capital Group Dividend Growers ETF - CGDG is made up of 94 holdings.

Name
Weight
A
AAPLApple, Inc.

4.13%

N
NVDANVIDIA Corp.

3.87%

M
MSFTMicrosoft Corp.

3.81%

A
AMZNAmazon.com, Inc.

2.5%

M
METAMeta Platforms, Inc.

1.76%

-

1.32%

G
GOOGLAlphabet, Inc.

1.28%

A
AVGOBroadcom Inc.

1.14%

G
GOOGAlphabet, Inc.

1.1%

T
TSLATesla, Inc.

1.09%

B
BRK.BBerkshire Hathaway, Inc.

0.95%

J
JPMJPMorgan Chase & Co.

0.93%

L
LLYEli Lilly & Co.

0.84%

-

0.81%

V
VVisa, Inc.

0.79%

U
UNHUnitedHealth Group, Inc.

0.73%

X
XOMExxon Mobil Corp.

0.64%

C
COSTCostco Wholesale Corp.

0.59%

M
MAMastercard, Inc.

0.58%

N
NFLXNetflix, Inc.

0.56%

W
WMTWalmart, Inc.

0.55%

P
PGProcter & Gamble Co.

0.53%

T
TCTZF

NT TENCENT HOLDINGS LTD

0.51%

J
JNJJohnson & Johnson

0.5%

H
HDThe Home Depot, Inc.

0.49%

A
ABBVAbbVie, Inc.

0.44%

K
KOThe Coca-Cola Co.

0.39%

B
BACBank of America Corp.

0.36%

N
NSRGF

NT NESTLE SA

0.36%

C
CRMSalesforce, Inc.

0.35%

Name
Weight
-

3.87%

A
AVGOBroadcom Inc.

3.28%

P
PMPhilip Morris International, Inc.

3.14%

C
CNPCenterPoint Energy, Inc.

2.61%

T
TSMTaiwan Semiconductor Manufacturing Co., Ltd.

2.53%

V
VICIVICI Properties, Inc.

2.29%

S
SAPGF

NT SAP SE COMMON STOCK

2.25%

R
RTXRTX Corp.

2.18%

I
IFCZF

NT INTACT FINANCIAL CORP COMMON STOCK

2.07%

W
WELLWelltower, Inc.

1.75%

U
ULSUL Solutions, Inc.

1.72%

U
UNHUnitedHealth Group, Inc.

1.71%

I
IBDSF

NT IBERDROLA SA COMMON STOCK EUR.75

1.71%

-

1.66%

M
MDLZMondelez International, Inc.

1.63%

-

1.6%

K
KKPNF

NT KONINKLIJKE KPN NV COMMON STOCK EUR.04

1.58%

E
ENGQF

NT ENGIE COMMON STOCK EUR1.0

1.55%

D
DBSDF

NT DBS GROUP HOLDINGS LTD COMMON STOCK

1.51%

L
LDNXF

NT LONDON STOCK EXCHANGE GROUP COMMON STOCK GBP.06918605

1.51%

T
TTFNF

NT TOTALENERGIES SE COMMON STOCK EUR2.5

1.45%

E
EADSF

NT AIRBUS SE COMMON STOCK EUR1.0

1.42%

A
ABTAbbott Laboratories

1.4%

I
IDEXF

NT INDUSTRIA DE DISENO TEXTIL COMMON STOCK EUR.03

1.36%

-

1.29%

T
TMUST-Mobile US, Inc.

1.25%

C
CARRCarrier Global Corp.

1.22%

C
CABJF

NT CARLSBERG AS B COMMON STOCK DKK20.0

1.2%

-

1.19%

L
LLYEli Lilly & Co.

1.16%

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Stock Correlation

The stocks that are correlated to ACWI - iShares MSCI ACWI ETF are BN, BNT, ENTG, JHG, MKSI

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
84.14%$70.33B+18.15%0.70%
B
BNTBrookfield Wealth Solutions Ltd.
82.60%$9.44B+18.27%0.00%
E
ENTGEntegris, Inc.
80.25%$10.43B-50.46%0.58%
J
JHGJanus Henderson Group Plc
78.81%$4.80B-5.14%5.16%
M
MKSIMKS Instruments, Inc.
78.67%$4.33B-49.56%1.39%
I
ITTITT, Inc.
77.83%$9.95B-6.56%1.06%
A
AEISAdvanced Energy Industries, Inc.
77.81%$3.27B-13.01%0.46%
B
BLKBlackRock, Inc.
77.67%$133.13B+9.27%2.41%
S
SEICSEI Investments Co.
77.13%$9.02B+3.20%1.34%
A
ANSSANSYS, Inc.
77.12%$25.99B-12.82%0.00%
F
FLSFlowserve Corp.
77.04%$5.51B-11.17%2.03%
A
ADIAnalog Devices, Inc.
76.93%$88.46B-10.21%2.19%
Q
QCOMQUALCOMM, Inc.
76.86%$148.65B-23.26%2.55%
T
TROWT. Rowe Price Group, Inc.
76.59%$19.10B-26.99%5.81%
M
MFCManulife Financial Corp.
76.45%$47.04B+15.14%4.28%
N
NCVVirtus Convertible & Income Fund
76.36%--5.06%
P
PHParker-Hannifin Corp.
76.32%$72.13B+0.79%1.17%
M
MCHPMicrochip Technology, Inc.
76.27%$20.87B-56.53%4.87%
A
ARESAres Management Corp.
76.11%$28.19B+1.27%2.93%
B
BXBlackstone, Inc.
75.96%$155.32B+0.46%3.13%

The stocks that are correlated to CGDG - Capital Group Dividend Growers ETF are BN, BNT, DD, MFC, SEIC

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
81.74%$70.33B+18.15%0.70%
B
BNTBrookfield Wealth Solutions Ltd.
79.62%$9.44B+18.27%0.00%
D
DDDuPont de Nemours, Inc.
74.99%$24.13B-24.37%2.70%
M
MFCManulife Financial Corp.
74.92%$47.04B+15.14%4.28%
S
SEICSEI Investments Co.
74.78%$9.02B+3.20%1.34%
I
ITTITT, Inc.
74.77%$9.95B-6.56%1.06%
B
BLKBlackRock, Inc.
74.39%$133.13B+9.27%2.41%
J
JHGJanus Henderson Group Plc
73.49%$4.80B-5.14%5.16%
N
NMAINuveen Multi-Asset Income Fund
73.41%--14.88%
E
ENTGEntegris, Inc.
73.25%$10.43B-50.46%0.58%
R
RITMRithm Capital Corp.
72.68%$4.98B-11.06%10.47%
F
FTVFortive Corp.
72.57%$21.70B-23.62%0.50%
F
FLSFlowserve Corp.
72.43%$5.51B-11.17%2.03%
A
ARCCAres Capital Corp.
72.10%$15.07B-9.67%
B
BXBlackstone, Inc.
71.71%$155.32B+0.46%3.13%
A
AVNTAvient Corp.
71.63%$2.79B-27.55%3.46%
D
DOVDover Corp.
71.51%$21.87B-7.92%1.29%
D
DCIDonaldson Co., Inc.
71.46%$7.43B-16.35%1.74%
M
MKSIMKS Instruments, Inc.
71.38%$4.33B-49.56%1.39%
P
PFGPrincipal Financial Group, Inc.
71.23%$16.19B-10.33%4.06%

ETF Correlation

The ETFs that are correlated to ACWI - iShares MSCI ACWI ETF are VT, URTH, SPGM, AOA, DFAW

Name
Correlation
AUM
Expense Ratio
V
VTVanguard Total World Stock ETF
99.80%$40.43B0.06%
U
URTHiShares MSCI World ETF
99.54%$4.11B0.24%
S
SPGMSPDR Portfolio MSCI Global Stock Market ETF
99.48%$908.94M0.09%
A
AOAiShares Core 80/20 Aggressive Allocation ETF
99.18%$2.10B0.15%
D
DFAWDimensional World Equity ETF
98.39%$611.73M0.25%
S
SCHBSchwab U.S. Broad Market ETF
97.92%$30.03B0.03%
I
IWViShares Russell 3000 ETF
97.86%$14.11B0.2%
E
ESGUiShares Trust iShares ESG Aware MSCI USA ETF
97.86%$12.28B0.15%
I
IWBiShares Russell 1000 ETF
97.85%$37.02B0.15%
S
SPLGSPDR Portfolio S&P 500 ETF
97.84%$58.22B0.02%
V
VVVanguard Large Cap ETF
97.84%$38.60B0.04%
V
VTIVanguard Total Stock Market ETF
97.84%$430.78B0.03%
I
IVViShares Core S&P 500 ETF
97.83%$559.83B0.03%
V
VOOVanguard S&P 500 ETF
97.82%$588.76B0.03%
B
BBUSTraded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF
97.82%$4.24B0.02%
S
SCHKSchwab 1000 Index ETF
97.79%$3.79B0.05%
S
SCHXSchwab U.S. Large Cap ETF
97.79%$48.95B0.03%
I
ITOTiShares Core S&P Total U.S. Stock Market ETF
97.77%$62.56B0.03%
L
LCTUBlackRock U.S. Carbon Transition Readiness ETF
97.77%$1.12B0.14%
S
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF
97.76%$9.21B0.03%

The ETFs that are correlated to CGDG - Capital Group Dividend Growers ETF are AOA, VT, SPGM, ACWI, DFAW

Name
Correlation
AUM
Expense Ratio
A
AOAiShares Core 80/20 Aggressive Allocation ETF
93.66%$2.10B0.15%
V
VTVanguard Total World Stock ETF
93.47%$40.43B0.06%
S
SPGMSPDR Portfolio MSCI Global Stock Market ETF
93.06%$908.94M0.09%
A
ACWIiShares MSCI ACWI ETF
92.89%$18.18B0.32%
D
DFAWDimensional World Equity ETF
92.76%$611.73M0.25%
A
AORiShares Core 60/40 Balanced Allocation ETF
92.37%$2.23B0.15%
F
FDVVFidelity High Dividend ETF
92.24%$4.58B0.16%
U
URTHiShares MSCI World ETF
92.01%$4.11B0.24%
S
SPDWSPDR Portfolio Developed World ex US ETF
91.84%$21.59B0.03%
V
VEAVanguard FTSE Developed Markets ETF
91.82%$138.01B0.03%
I
IDEViShares Core MSCI International Developed Markets ETF
91.66%$17.62B0.04%
C
CGDVCapital Group Dividend Value ETF
91.54%$14.28B0.33%
I
IXUSiShares Core MSCI Total International Stock ETF
91.38%$37.79B0.07%
V
VIGVanguard Dividend Appreciation FTF
91.25%$83.67B0.05%
V
VXUSVanguard Total International Stock ETF
91.12%$78.94B0.05%
G
GSIEGoldman Sachs ActiveBeta International Equity ETF
91.12%$3.34B0.25%
V
VEUVanguard FTSE All World ex US ETF
91.07%$37.94B0.04%
G
GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF
91.07%$1.07B0.09%
S
SCHFSchwab International Equity ETF
91.06%$38.90B0.06%
D
DFAIDimensional International Core Equity Market ETF
91.04%$8.21B0.18%

Holding Overlap

ACWI - iShares MSCI ACWI ETF and CGDG - Capital Group Dividend Growers ETF have a 73 holding overlap. Which accounts for a 12.9% overlap.

Number of overlapping holdings

73

% of overlapping holdings

12.87%

Name
Weight in ACWI
Weight in CGDG
A
AVGOBroadcom Inc
1.14%3.28%
J
JPMJPMorgan Chase & Co.
0.93%0.97%
L
LLYLilly(Eli) & Co
0.84%1.16%
U
UNHUnitedhealth Group Inc
0.73%1.71%
A
ABBVAbbvie Inc
0.44%0.79%
N
NSRGF

NESTLE SA

0.36%0.93%
S
SAPGF

SAP SE

0.34%2.25%
P
PMPhilip Morris International Inc
0.32%3.14%
A
ABTAbbott Laboratories
0.30%1.40%
M
MRKMerck & Co Inc
0.29%0.44%

News

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GLO's performance has been disappointing, underperforming both the S&P 500 and MSCI World Index over the past five months. Read why GLO CEF is a Hold.

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The PGIM Jennison Global Opportunities Fund returned -0.6%, holding up slightly better than the MSCI ACWI Index. Click here to read the full commentary.

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BNDW has also outperformed global equities YTD while exhibiting much lower volatility for the most part. Check out my recommendation for the fund.

SeekingAlpha

Discover how a well-designed asset allocation portfolio safeguards against future inflation amidst excessive U.S. government spending.

SeekingAlpha

Actively managed CGDG searches for promising dividend growth stocks with appealing yields in the global equity universe. Read why CGDG ETF is a Hold.

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Inflation is likely staying with us in the U.S. longer than we had hoped. Find out an asset allocation model for navigating an inflationary environment.

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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