CWI vs AVSC
Comparison between SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
CWI vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CWI
$2.30B
Winner
AVSC
$2.40B
Expense Ratio
CWI
0.30%
Winner
AVSC
0.25%
Max Drawdown
CWI
62.39%
Winner
AVSC
28.84%
Sharpe Ratio
CWI
1.88
Winner
AVSC
1.96
5Y Beta
Winner
CWI
0.75
AVSC
1.03
P/E Ratio
CWI
N/A
AVSC
58.60
Forward P/E
CWI
N/A
AVSC
13.73
5Y Dividends CAGR
CWI
16.94%
AVSC
N/A
5Y EPS CAGR
CWI
N/A
AVSC
10.43%
P/S Ratio
CWI
N/A
AVSC
1.09
P/B Ratio
CWI
N/A
AVSC
1.79
CWI vs AVSC - Holdings Comparison
CWI and AVSC have 2 common holdings. Overlap is 0.07%
CWI's top 25 holdings weight is 21.87%. AVSC's top 25 holdings weight is 8.47%.
| Rank | CWI | AVSC |
|---|---|---|
| #1 | n/a (TSM) - 3.62% | DANA INC (DAN) - 0.51% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 1.54% | VIASAT INC (VSAT) - 0.43% |
| #3 | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 1.30% | MYR GROUP INC (MYRG) - 0.43% |
| #4 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.11% | VIAVI SOLUTIONS INC (VIAV) - 0.42% |
| #5 | n/a (n/a) - 1.06% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.41% |
| #6 | SAP SE (n/a) - 0.87% | FORMFACTOR INC (FORM) - 0.40% |
| #7 | NESTLE SA (n/a) - 0.81% | INTERNATIONAL SEAWAYS INC (INSW) - 0.37% |
| #8 | HSBC HOLDINGS PLC (n/a) - 0.81% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.36% |
| #9 | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 0.76% | PATTERSON-UTI ENERGY INC (PTEN) - 0.36% |
| #10 | SHELL PLC (n/a) - 0.75% | FIRST BANCORP (FBNC) - 0.34% |
| #11 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.75% | DIODES INC (DIOD) - 0.34% |
| #12 | ROCHE HOLDING AG (n/a) - 0.74% | OCEANEERING INTERNATIONAL INC (OII) - 0.34% |
| #13 | ASTRAZENECA PLC (n/a) - 0.71% | LIGAND PHARMACEUTICALS INC (LGND) - 0.33% |
| #14 | SK HYNIX INC (n/a) - 0.71% | n/a (SPHR) - 0.33% |
| #15 | SIEMENS AG (n/a) - 0.69% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.32% |
| #16 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% | VICTORIA'S SECRET & CO (VSCO) - 0.32% |
| #17 | TOYOTA MOTOR CORP (n/a) - 0.62% | TUTOR PERINI CORP (TPC) - 0.32% |
| #18 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.60% | MATERION CORP (MTRN) - 0.31% |
| #19 | SHOPIFY INC CLASS A COMMON STOCK (n/a) - 0.59% | PLUG POWER INC (PLUG) - 0.31% |
| #20 | SONY GROUP CORP (n/a) - 0.56% | CVB FINANCIAL CORP (CVBF) - 0.30% |
| #21 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.54% | TRANSOCEAN LTD (RIG) - 0.30% |
| #22 | ALLIANZ SE (n/a) - 0.54% | PHINIA INC (PHIN) - 0.23% |
| #23 | SOFTBANK GROUP CORP (n/a) - 0.53% | KAISER ALUMINUM CORP (KALU) - 0.23% |
| #24 | HITACHI LTD (n/a) - 0.52% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.23% |
| #25 | THE TORONTO-DOMINION BANK (TD) - 0.50% | PARK NATIONAL CORP (PRK) - 0.23% |
| Total Holdings | 1289 | 1418 |
CWI vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
CWI
+4.67%
Winner
AVSC
+5.20%
3M
CWI
+3.49%
Winner
AVSC
+5.05%
6M
CWI
+16.31%
Winner
AVSC
+21.98%
1Y
CWI
+35.69%
Winner
AVSC
+43.13%
5Y(CAGR)
CWI
+8.97%
Winner
AVSC
+9.09%
10Y(CAGR)
CWI
+10.09%
AVSC
N/A
Max(CAGR)
CWI
+5.44%
Winner
AVSC
+9.09%
CWI vs AVSC - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CWI | AVSC |
|---|---|---|
| 2026 | +10.60% | +16.37% |
| 2025 | +32.76% | +9.78% |
| 2024 | +7.58% | +8.20% |
| 2023 | +15.05% | +20.32% |
| 2022 | -15.80% | -11.71% |
| 2021 | +8.00% | N/A |
| 2020 | +8.58% | N/A |
| 2019 | +22.09% | N/A |
| 2018 | -14.65% | N/A |
| 2017 | +25.95% | N/A |
| 2016 | +6.67% | N/A |
| 2015 | -4.94% | N/A |
| 2014 | -1.28% | N/A |
| 2013 | +12.22% | N/A |
| 2012 | +13.69% | N/A |
| 2011 | -14.44% | N/A |
| 2010 | +8.51% | N/A |
| 2009 | +35.42% | N/A |
| 2008 | -41.96% | N/A |
| 2007 | +15.36% | N/A |
CWI vs AVSC Drawdown Comparison
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current CWI drawdown is -0.42%. The current AVSC drawdown is -0.53%.
| Rank | CWI | AVSC |
|---|---|---|
| #1 | -60.77% Oct 31, 2007 - Jun 18, 2014 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -34.64% Jan 26, 2018 - Nov 13, 2020 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -29.42% Jun 14, 2021 - May 9, 2024 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -25.24% Jul 3, 2014 - May 5, 2017 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -13.85% Mar 19, 2025 - May 2, 2025 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -12.72% Jul 13, 2007 - Oct 1, 2007 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -11.47% Feb 25, 2026 - May 6, 2026 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -9.50% Sep 26, 2024 - Mar 17, 2025 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -8.03% Jul 12, 2024 - Aug 23, 2024 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -7.91% Feb 26, 2007 - Apr 3, 2007 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #11 | -4.96% Nov 12, 2025 - Dec 10, 2025 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #12 | -4.92% Feb 16, 2021 - Apr 15, 2021 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #13 | -4.58% Jan 21, 2021 - Feb 9, 2021 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #14 | -4.21% Jul 23, 2025 - Aug 13, 2025 | -1.91% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -3.82% Aug 23, 2024 - Sep 19, 2024 | -1.83% Dec 19, 2023 - Dec 22, 2023 |
Correlation
Correlation between CWI and AVSC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
CWI vs AVSC dividend yield comparison.
| Year | CWI | AVSC |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 2.97% | 1.16% |
| 2024 | 2.89% | 1.17% |
| 2023 | 2.80% | 1.42% |
| 2022 | 3.17% | 1.10% |
| 2021 | 2.65% | 0.00% |
| 2020 | 2.07% | 0.00% |
| 2019 | 3.05% | 0.00% |
| 2018 | 2.81% | 0.00% |
| 2017 | 2.29% | 0.00% |
| 2016 | 2.45% | 0.00% |
| 2015 | 2.62% | 0.00% |
| 2014 | 3.21% | 0.00% |
| 2013 | 2.69% | 0.00% |
| 2012 | 3.15% | 0.00% |
| 2011 | 2.98% | 0.00% |
| 2010 | 2.31% | 0.00% |
| 2009 | 2.20% | 0.00% |
| 2008 | 2.17% | 0.00% |
| 2007 | 2.01% | 0.00% |
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