ALLW vs EQTY
Comparison between SPDR BRIDGEWATER ALL WEATHER ETF (ALLW, ETF) and KOVITZ CORE EQUITY ETF (EQTY, ETF).
ALLW vs EQTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ALLW
$1.30B
EQTY
$1.30B
Expense Ratio
Winner
ALLW
0.85%
EQTY
0.99%
Max Drawdown
Winner
ALLW
8.78%
EQTY
17.28%
Sharpe Ratio
Winner
ALLW
1.81
EQTY
1.02
5Y Beta
Winner
ALLW
0.46
EQTY
0.85
P/E Ratio
ALLW
N/A
EQTY
28.29
Forward P/E
ALLW
N/A
EQTY
20.75
PEG Ratio
ALLW
N/A
EQTY
0.89
5Y EPS CAGR
ALLW
N/A
EQTY
14.50%
Debt to Equity
ALLW
N/A
EQTY
47.64%
P/S Ratio
ALLW
N/A
EQTY
3.23
P/B Ratio
ALLW
N/A
EQTY
4.04
ALLW vs EQTY - Holdings Comparison
ALLW and EQTY have 1 common holdings. Overlap is -0.05%
ALLW's top 25 holdings weight is 63.29%. EQTY's top 25 holdings weight is 77.84%.
| Rank | ALLW | EQTY |
|---|---|---|
| #1 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 17.25% | ALPHABET INC CLASS C (GOOG) - 4.69% |
| #2 | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 6.89% | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.24% |
| #3 | UNITED STATES TREASURY NOTES 1.875% (n/a) - 5.49% | MICROSOFT CORP (MSFT) - 4.21% |
| #4 | EURO STOXX 50 JUN26 XEUR 20260619 (n/a) - 4.95% | VISA INC CLASS A (V) - 4.20% |
| #5 | SS ALL WEATHERSTRGY CAYMAN LTD (n/a) - 3.17% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.17% |
| #6 | FUTURE ON TOPIX (n/a) - 2.42% | AON PLC CLASS A (AON) - 3.90% |
| #7 | US DOLLAR (n/a) - 2.38% | CHARLES SCHWAB CORP (SCHW) - 3.81% |
| #8 | STATE STREET® SPDR® PORTFOLIO EM ETF (SPEM) - 2.19% | WATERS CORP (WAT) - 3.56% |
| #9 | UNITED STATES TREASURY NOTES 2.125% (n/a) - 2.15% | AMAZON.COM INC (AMZN) - 3.53% |
| #10 | FTSE 100 INDEX FUTURE JUNE 26 (n/a) - 2.07% | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.50% |
| #11 | UNITED STATES TREASURY NOTES 1.75% (n/a) - 1.90% | MOTOROLA SOLUTIONS INC (MSI) - 3.06% |
| #12 | SPI 200 FUTURES JUN26 XSFE 20260618 (n/a) - 1.88% | BECTON DICKINSON & CO (BDX) - 3.03% |
| #13 | UNITED STATES TREASURY NOTES 1.375% (n/a) - 1.68% | ALCON INC (ALC) - 2.82% |
| #14 | STATE STREET® SPDR® S&P® CHINA ETF (GXC) - 1.66% | META PLATFORMS INC CLASS A (META) - 2.75% |
| #15 | UNITED STATES TREASURY BONDS 0.75% (n/a) - 1.28% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.65% |
| #16 | UNITED STATES TREASURY BONDS 1% (n/a) - 1.02% | JACOBS SOLUTIONS INC (J) - 2.62% |
| #17 | UNITED STATES TREASURY BONDS 2.375% (n/a) - 0.99% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.52% |
| #18 | UNITED STATES TREASURY BONDS 1.375% (n/a) - 0.71% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.48% |
| #19 | UNITED STATES TREASURY BONDS 0.125% (n/a) - 0.69% | ADVANCED MICRO DEVICES INC (AMD) - 2.48% |
| #20 | UNITED STATES TREASURY BONDS 2.125% (n/a) - 0.62% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.44% |
| #21 | UNITED STATES TREASURY BONDS 1.5% (n/a) - 0.49% | SALESFORCE INC (CRM) - 2.41% |
| #22 | UNITED STATES TREASURY BONDS 0.625% (n/a) - 0.48% | APPLIED MATERIALS INC (AMAT) - 2.31% |
| #23 | UNITED STATES TREASURY BONDS 0.875% (n/a) - 0.46% | COPART INC (CPRT) - 2.21% |
| #24 | UNITED STATES TREASURY BONDS 0.25% (n/a) - 0.33% | S&P GLOBAL INC (SPGI) - 2.18% |
| #25 | EURO CURRENCY (n/a) - 0.14% | PACCAR INC (PCAR) - 2.07% |
| Total Holdings | 30 | 52 |
ALLW vs EQTY - Historical Returns
Returns include dividend reinvestment.
1M
ALLW
+0.87%
Winner
EQTY
+1.63%
3M
ALLW
+0.53%
Winner
EQTY
+1.28%
6M
Winner
ALLW
+9.28%
EQTY
+5.44%
1Y
Winner
ALLW
+24.07%
EQTY
+16.96%
Max(CAGR)
Winner
ALLW
+20.67%
EQTY
+16.79%
ALLW vs EQTY - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | ALLW | EQTY |
|---|---|---|
| 2026 | +9.08% | +3.07% |
| 2025 | +15.08% | +13.71% |
| 2024 | N/A | +20.68% |
| 2023 | N/A | +26.48% |
| 2022 | N/A | -3.83% |
ALLW vs EQTY Drawdown Comparison
The maximum drawdown for ALLW was -8.78%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The current ALLW drawdown is -0.40%. The current EQTY drawdown is -1.19%.
| Rank | ALLW | EQTY |
|---|---|---|
| #1 | -8.78% Apr 2, 2025 - Jun 2, 2025 | -17.28% Feb 6, 2025 - Jul 2, 2025 |
| #2 | -7.23% Feb 27, 2026 - May 6, 2026 | -11.85% Jan 28, 2026 - Mar 27, 2026 |
| #3 | -3.66% Jan 29, 2026 - Feb 20, 2026 | -11.46% Aug 1, 2023 - Dec 13, 2023 |
| #4 | -3.40% Oct 20, 2025 - Dec 24, 2025 | -9.60% Feb 2, 2023 - Jun 12, 2023 |
| #5 | -2.51% May 6, 2026 - May 19, 2026 | -6.79% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -1.48% Dec 26, 2025 - Jan 5, 2026 | -6.75% Dec 13, 2022 - Jan 11, 2023 |
| #7 | -1.46% Jul 22, 2025 - Aug 7, 2025 | -6.35% Oct 27, 2025 - Dec 5, 2025 |
| #8 | -1.41% Oct 8, 2025 - Oct 14, 2025 | -5.10% Mar 28, 2024 - Jul 10, 2024 |
| #9 | -1.29% Mar 6, 2025 - Mar 17, 2025 | -4.35% Dec 11, 2024 - Jan 21, 2025 |
| #10 | -1.23% Mar 19, 2025 - Apr 1, 2025 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -1.06% Aug 13, 2025 - Aug 22, 2025 | -2.93% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -1.05% Jul 3, 2025 - Jul 21, 2025 | -2.90% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -0.95% Jan 14, 2026 - Jan 21, 2026 | -2.88% Sep 11, 2025 - Oct 8, 2025 |
| #14 | -0.90% Sep 16, 2025 - Sep 29, 2025 | -2.86% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -0.88% Jun 4, 2025 - Jun 11, 2025 | -2.58% Jan 12, 2023 - Jan 23, 2023 |
Correlation
Correlation between ALLW and EQTY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2022 - 2025)
ALLW vs EQTY dividend yield comparison.
| Year | ALLW | EQTY |
|---|---|---|
| 2025 | 4.67% | 0.02% |
| 2024 | 0.00% | 0.33% |
| 2023 | 0.00% | 0.26% |
| 2022 | 0.00% | 0.08% |
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