BDYN vs CWI
Comparison between iShares Dynamic Equity Active ETF (BDYN, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).
BDYN vs CWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDYN
$2.70B
CWI
$2.70B
Expense Ratio
BDYN
0.40%
Winner
CWI
0.30%
Max Drawdown
Winner
BDYN
10.85%
CWI
62.39%
Sharpe Ratio
BDYN
0.69
Winner
CWI
1.36
5Y Beta
BDYN
1.07
Winner
CWI
0.76
P/E Ratio
BDYN
32.74
CWI
N/A
Forward P/E
BDYN
23.53
CWI
N/A
PEG Ratio
BDYN
0.52
CWI
N/A
5Y Dividends CAGR
BDYN
N/A
CWI
11.50%
5Y EPS CAGR
BDYN
33.38%
CWI
N/A
P/S Ratio
BDYN
0.70
CWI
N/A
P/B Ratio
BDYN
8.39
CWI
N/A
BDYN vs CWI - Holdings Comparison
BDYN and CWI have 3 common holdings. Overlap is -7.65%
BDYN's top 25 holdings weight is 59.04%. CWI's top 25 holdings weight is 21.87%.
| Rank | BDYN | CWI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.81% | n/a (TSM) - 3.62% |
| #2 | ALPHABET INC CLASS C (GOOG) - 5.72% | TENCENT HOLDINGS LTD (n/a) - 1.54% |
| #3 | APPLE INC (AAPL) - 4.70% | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 1.30% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 3.73% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.11% |
| #5 | CAD/USD PURCHASED (n/a) - 3.66% | n/a (n/a) - 1.06% |
| #6 | AMAZON.COM INC (AMZN) - 3.22% | SAP SE (n/a) - 0.87% |
| #7 | BROADCOM INC (AVGO) - 2.63% | NESTLE SA (n/a) - 0.81% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.41% | HSBC HOLDINGS PLC (n/a) - 0.81% |
| #9 | EUR/USD PURCHASED (n/a) - 2.36% | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 0.76% |
| #10 | MAY26 SPY C @ 735.000000 (n/a) - 2.33% | SHELL PLC (n/a) - 0.75% |
| #11 | MICROSOFT CORP (MSFT) - 2.27% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.75% |
| #12 | OPTION ON INVESCO QQQ TRUST JUN26 (n/a) - 2.04% | ROCHE HOLDING AG (n/a) - 0.74% |
| #13 | CHF/USD PURCHASED (n/a) - 2.00% | ASTRAZENECA PLC (n/a) - 0.71% |
| #14 | META PLATFORMS INC CLASS A (META) - 1.98% | SK HYNIX INC (n/a) - 0.71% |
| #15 | SPDR® GOLD SHARES (GLD) - 1.69% | SIEMENS AG (n/a) - 0.69% |
| #16 | n/a (n/a) - 1.67% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% |
| #17 | AUD/USD PURCHASED (n/a) - 1.64% | TOYOTA MOTOR CORP (n/a) - 0.62% |
| #18 | ELI LILLY AND CO (LLY) - 1.62% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.60% |
| #19 | ASML HOLDING NV ADR (ASML) - 1.61% | SHOPIFY INC CLASS A COMMON STOCK (n/a) - 0.59% |
| #20 | TESLA INC (TSLA) - 1.34% | SONY GROUP CORP (n/a) - 0.56% |
| #21 | n/a (TSM) - 1.34% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.54% |
| #22 | GBP/USD PURCHASED (n/a) - 1.33% | ALLIANZ SE (n/a) - 0.54% |
| #23 | JPY/USD PURCHASED (n/a) - 0.77% | SOFTBANK GROUP CORP (n/a) - 0.53% |
| #24 | DELTA AIR LINES INC (DAL) - 0.59% | HITACHI LTD (n/a) - 0.52% |
| #25 | CENOVUS ENERGY INC (CVE) - 0.58% | THE TORONTO-DOMINION BANK (TD) - 0.50% |
| Total Holdings | 435 | 1289 |
BDYN vs CWI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDYN
+1.47%
CWI
+0.63%
3M
Winner
BDYN
+6.64%
CWI
+5.74%
6M
BDYN
+6.03%
Winner
CWI
+12.08%
1Y
BDYN
N/A
CWI
+26.80%
5Y(CAGR)
BDYN
N/A
CWI
+8.06%
10Y(CAGR)
BDYN
N/A
CWI
+9.48%
Max(CAGR)
Winner
BDYN
+13.43%
CWI
+5.31%
BDYN vs CWI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BDYN | CWI |
|---|---|---|
| 2026 | +5.17% | +8.43% |
| 2025 | +3.68% | +32.76% |
| 2024 | N/A | +7.58% |
| 2023 | N/A | +15.05% |
| 2022 | N/A | -15.80% |
| 2021 | N/A | +8.00% |
| 2020 | N/A | +8.58% |
| 2019 | N/A | +22.09% |
| 2018 | N/A | -14.65% |
| 2017 | N/A | +25.95% |
| 2016 | N/A | +6.67% |
| 2015 | N/A | -4.94% |
| 2014 | N/A | -1.28% |
| 2013 | N/A | +12.22% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -14.44% |
| 2010 | N/A | +8.51% |
| 2009 | N/A | +35.42% |
| 2008 | N/A | -41.96% |
| 2007 | N/A | +15.36% |
BDYN vs CWI Drawdown Comparison
The maximum drawdown for BDYN was -10.85%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The current BDYN drawdown is -3.16%. The current CWI drawdown is -4.42%.
| Rank | BDYN | CWI |
|---|---|---|
| #1 | -10.85% Feb 9, 2026 - May 1, 2026 | -60.77% Oct 31, 2007 - Jun 18, 2014 |
| #2 | -5.18% Oct 28, 2025 - Dec 10, 2025 | -34.64% Jan 26, 2018 - Nov 13, 2020 |
| #3 | -3.33% Jan 28, 2026 - Feb 9, 2026 | -29.42% Jun 14, 2021 - May 9, 2024 |
| #4 | -3.16% Jun 2, 2026 - Jun 5, 2026 | -25.24% Jul 3, 2014 - May 5, 2017 |
| #5 | -2.98% Jan 12, 2026 - Jan 27, 2026 | -13.85% Mar 19, 2025 - May 2, 2025 |
| #6 | -2.87% Oct 8, 2025 - Oct 20, 2025 | -12.72% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -2.33% Dec 11, 2025 - Dec 22, 2025 | -11.47% Feb 25, 2026 - May 6, 2026 |
| #8 | -2.19% May 14, 2026 - May 26, 2026 | -9.50% Sep 26, 2024 - Mar 17, 2025 |
| #9 | -1.52% Sep 22, 2025 - Oct 1, 2025 | -8.03% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -1.38% Dec 24, 2025 - Jan 5, 2026 | -7.91% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -1.02% Oct 20, 2025 - Oct 24, 2025 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -0.82% May 6, 2026 - May 11, 2026 | -4.92% Feb 16, 2021 - Apr 15, 2021 |
| #13 | -0.64% Oct 6, 2025 - Oct 8, 2025 | -4.58% Jan 21, 2021 - Feb 9, 2021 |
| #14 | -0.62% May 1, 2026 - May 5, 2026 | -4.42% Jun 2, 2026 - Jun 5, 2026 |
| #15 | -0.39% Jan 6, 2026 - Jan 9, 2026 | -4.21% Jul 23, 2025 - Aug 13, 2025 |
Correlation
Correlation between BDYN and CWI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
BDYN vs CWI dividend yield comparison.
| Year | BDYN | CWI |
|---|---|---|
| 2026 | 0.00% | 1.21% |
| 2025 | 2.18% | 2.97% |
| 2024 | 0.00% | 2.89% |
| 2023 | 0.00% | 2.80% |
| 2022 | 0.00% | 3.17% |
| 2021 | 0.00% | 2.65% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 2.81% |
| 2017 | 0.00% | 2.29% |
| 2016 | 0.00% | 2.45% |
| 2015 | 0.00% | 2.62% |
| 2014 | 0.00% | 3.21% |
| 2013 | 0.00% | 2.69% |
| 2012 | 0.00% | 3.15% |
| 2011 | 0.00% | 2.98% |
| 2010 | 0.00% | 2.31% |
| 2009 | 0.00% | 2.20% |
| 2008 | 0.00% | 2.17% |
| 2007 | 0.00% | 2.01% |
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