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