ACWI vs KAT: holdings overlap, shared companies and scores
As of October 9, 2026, ACWI and KAT overlap 11.7% by weight. iShares MSCI ACWI ETF (ACWI): Large and mid-cap stocks worldwide. Scharf ETF (KAT): U.S. mid- and large-cap equities.
Updated October 9, 2026
Where ACWI trades against its 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 115 monthly readings since 2017.
What moved ACWI and KAT 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.
KAT rose 1.9% in the week to October 9, 2026. The holdings that moved it most were Visa (+6.9%), Amazon.com (+4.3%) and Microsoft (+3.4%); U-Haul Holding CO NON Voting (−7.3%) pushed the other way.
What do ACWI and KAT each hold?
What's inside ACWI: Tech 38%, Magnificent 7 22%.
26% of ACWI is its ten largest holdings.
What's inside KAT: Magnificent 7 18%, Tech 14%.
51% of KAT is its ten largest holdings.
How much do ACWI and KAT overlap? 11.7% by weight
As of October 9, 2026, ACWI and KAT overlap 11.7% by weight.
12% of ACWI is already inside KAT.
92% of KAT is already inside ACWI.
ACWI holds 2,214 companies and KAT holds 33; 27 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 KAT? 6.4 and 6.6 out of 10
As of October 9, 2026, ETF Copilot scores ACWI 6.4 out of 10 and KAT 6.6 out of 10.
They differ most on Value: ACWI 2.4 and KAT 9.4.
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 | KAT |
|---|---|---|
| Growth | 7.5 | 3.3 |
| Value | 2.4 | 9.4 |
| Risk | 6.8 | — |
| Quality | 7.6 | 7.3 |
| Return | 6.9 | — |
ACWI is the cheaper of the two at 0.32% 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, KAT charges 0.75% a year, yields 0.14% and holds $648M in assets across 33 positions.
| Measure | ACWI | KAT |
|---|---|---|
| Expense ratio | 0.32% | 0.75% |
| Dividend yield | 1.40% | 0.14% |
| Assets under management | $33.3B | $648M |
| Holdings | 2214 | 33 |
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 KAT holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/acwi-vs-kat
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