iShares MSCI ACWI ex U.S. ETF (ACWX) tracks major equity markets outside the United States across developed and emerging regions. The fund maintains a 0.32% expense ratio and 5% annual turnover, reflecting a passive structure with minimal concentration risk. Top holdings include Tencent, ASML, Samsung, AstraZeneca, and Roche. ACWX functions as a geographic complement to US equity core holdings. With $8.7 billion in assets under management since March 2008, the fund has delivered substantial recent outperformance, returning 35.8% over the past year versus 13.0% for the S&P 500, with gains continuing into 2026 at 10.4% year-to-date.
"ACWX tracks the MSCI ACWI ex USA Index, spanning both developed and emerging markets outside the US. Its 0.32% expense ratio and 5% annual portfolio turnover reflect a genuinely passive structure. Top holdings include Tencent, ASML, Samsung, AstraZeneca, and Roche across Europe, Asia-Pacific, and emerging markets. No single position exceeds 1.51% of the fund, keeping concentration risk minimal."
"Over the past year, ACWX has returned 35.8% nearly triple the S&P 500's 13.0% gain. That outperformance was driven by a weakening dollar, recovering European equities, and a rotation away from richly valued US growth stocks, exactly the reversal of US dominance that long-term ACWX holders anticipated."
"ACWX functions as a geographic complement to a US equity core, typically paired with an S&P 500 fund for global diversification without overlapping US exposure. Its $8.7 billion in AUM and inception dating to March 2008 reflect nearly two decades of institutional and retail adoption."
Read at 247wallst.com
Unable to calculate read time
Collection
[
|
...
]