ACIM vs FV

Both ACIM and FV are ETFs. ACIM has a lower 5-year return than FV (3.12% vs 14.51%). Below is the comparison between ACIM and FV.

ACIM FV
Security Type ETF ETF
Segment Equity: Global - Total Market Equity: Global - Total Market
Family State Street Global Advisors First Trust
Net Assets N/A $2.74B
Expense Ratio 0.40% N/A
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A 0.64%
Underlying Index MSCI ACWI IMI Index Dorsey Wright Focus Five Index
YTD Return 0.00% -1.98%
1-Year Return 0.00% 4.38%
3-Year Return 0.00% 18.65%
5-Year Return 3.12% 14.51%
10-Year Return 7.32% 0.00%

ACIM

ACIM description

ACIM performance & returns

YTD Return 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 3.12%
10-Year Return 7.32%
ACIM expense ratio is 0.4%.

ACIM holdings

Top 10 Holdings (10.95% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 1.99%
Apple Inc AAPL 1.98%
Amazon.com Inc AMZN 1.62%
Alphabet Inc A GOOGL 0.81%
Alphabet Inc Class C GOOG 0.81%
JPMorgan Chase & Co JPM 0.80%
Visa Inc Class A V 0.80%
Cisco Systems Inc CSCO 0.73%
Facebook Inc A FB 0.71%
The Walt Disney Co DIS 0.70%

ACIM pros

None that we could think of.

ACIM cons

The following are ACIM weaknesses from our perspective:

  • ACIM net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • ACIM 5-year return is 3.12%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 8.14%.
  • ACIM 10-year return is 7.32%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.72%.

Other relevant ACIM comparisons

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FV

FV description

The Fund seeks investment results that correspond generally to the price and yield (before fees and expenses) of the Dorsey Wright Focus Five Index. The Fund will normally invest at least 90% of its assets in ETFs that comprise the Index. It seeks a performance correlation of 0.95 or better between the Fund and the Index.

FV performance & returns

YTD Return -1.98%
1-Month Return 6.23%
3-Month Return 2.58%
1-Year Return 4.38%
3-Year Return 18.65%
5-Year Return 14.51%
10-Year Return 0.00%
FV expense ratio is N/A.

FV holdings

Top 10 Holdings (99.96% of Total Assets)

Name Symbol % Assets
First Trust Technology AlphaDEX® ETF FXL 20.57%
First Trust NASDAQ-100-Tech Sector ETF QTEC 20.09%
First Trust Dow Jones Internet ETF FDN 19.90%
First Trust Nasdaq Transportation ETF FTXR 19.79%
First Trust Cnsmr Discret AlphaDEX® ETF FXD 19.61%

FV pros

The following are FV strengths from our perspective:

  • FV 3-year return is 16.48%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 12.78%.
  • FV 5-year return is 13.63%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.

FV cons

The following are FV weaknesses from our perspective:

  • FV expense ratio is 0.89%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FV comparisons

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