ACWI vs JOET: holdings overlap, shared companies and scores
As of October 9, 2026, ACWI and JOET overlap 18.2% by weight. iShares MSCI ACWI ETF (ACWI): Large and mid-cap stocks worldwide. Virtus Terranova U.S. Quality Momentum ETF (JOET): U.S. large-cap stocks.
Updated October 9, 2026
Where ACWI and JOET trade against their own history
ACWI trades at 21.0 times earnings, against its own median of 18.9, and is more expensive than 66% of its own last 9 years.
JOET trades at 22.5 times earnings, against its own median of 22.5, and is more expensive than 50% of its own last 6 years.
What moved ACWI and JOET this week
ACWI rose 0.5% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
JOET rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Nu Holdings (+20.0%), Okta (+9.8%) and Humana (+11.2%); Lam Research (−8.2%) pushed the other way.
What do ACWI and JOET each hold?
What's inside ACWI: Tech 38%, Magnificent 7 22%.
26% of ACWI is its ten largest holdings.
What's inside JOET: Tech 31%, Semiconductors 11%.
11% of JOET is its ten largest holdings.
How much do ACWI and JOET overlap? 18.2% by weight
As of October 9, 2026, ACWI and JOET overlap 18.2% by weight.
30% of ACWI is already inside JOET.
99% of JOET is already inside ACWI.
ACWI holds 2,214 companies and JOET holds 124; 122 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score ACWI and JOET? 6.4 and 6.1 out of 10
As of October 9, 2026, ETF Copilot scores ACWI 6.4 out of 10 and JOET 6.1 out of 10.
They differ most on Value: ACWI 2.4 and JOET 6.5.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | ACWI | JOET |
|---|---|---|
| Growth | 7.5 | 6.9 |
| Value | 2.4 | 6.5 |
| Risk | 6.8 | 5.3 |
| Quality | 7.6 | 7.3 |
| Return | 6.9 | 4.9 |
JOET is the cheaper of the two at 0.29% a year
As of October 9, 2026, ACWI charges 0.32% a year, yields 1.40% and holds $33.3B in assets across 2214 positions.
As of October 9, 2026, JOET charges 0.29% a year, yields 0.59% and holds $236M in assets across 124 positions.
| Measure | ACWI | JOET |
|---|---|---|
| Expense ratio | 0.32% | 0.29% |
| Dividend yield | 1.40% | 0.59% |
| Assets under management | $33.3B | $236M |
| Holdings | 2214 | 124 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “ACWI vs JOET holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/acwi-vs-joet
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