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CWI vs GDV

Comparison between STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).

5-Year PerformanceCWI has outperformed GDV, delivering a return of +9.1% compared to +8.9%

CWI vs GDV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CWI
$2.80B
Winner
GDV
$2.90B
Expense Ratio
CWI
0.30%
GDV
N/A
Max Drawdown
Winner
CWI
62.39%
GDV
73.33%
Sharpe Ratio
Winner
CWI
1.29
GDV
1.29
5Y Beta
CWI
0.78
Winner
GDV
0.76
5Y Dividends CAGR
Winner
CWI
11.50%
GDV
4.00%

CWI vs GDV - Historical Returns

Returns include dividend reinvestment.

1M
CWI
-2.00%
Winner
GDV
+2.05%
3M
CWI
+3.64%
Winner
GDV
+5.18%
6M
Winner
CWI
+8.83%
GDV
+8.67%
1Y
Winner
CWI
+27.10%
GDV
+19.44%
5Y(CAGR)
Winner
CWI
+9.12%
GDV
+8.87%
10Y(CAGR)
CWI
+9.72%
Winner
GDV
+10.91%
Max(CAGR)
CWI
+5.42%
Winner
GDV
+8.66%

CWI vs GDV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearCWIGDV
2026+11.42%+11.05%
2025+32.76%+22.91%
2024+7.58%+18.64%
2023+15.05%+11.63%
2022-15.80%-19.09%
2021+8.00%+35.21%
2020+8.58%+4.02%
2019+22.09%+26.19%
2018-14.65%-17.09%
2017+25.95%+23.45%
2016+6.67%+19.57%
2015-4.94%-8.54%
2014-1.28%+6.24%
2013+12.22%+40.03%
2012+13.69%+10.49%
2011-14.44%+5.74%
2010+8.51%+21.68%
2009+35.42%+31.91%
2008-41.96%-44.37%
2007+15.36%+6.34%
2006N/A+27.58%
2005N/A+4.16%
2004N/A-4.13%
2003N/A+0.00%

CWI vs GDV Drawdown Comparison

The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.

The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The current CWI drawdown is -2.71%.

RankCWIGDV
#1-60.77%
Oct 31, 2007 - Jun 18, 2014
-68.82%
Jul 13, 2007 - Apr 28, 2011
#2-34.64%
Jan 26, 2018 - Nov 13, 2020
-53.05%
Jan 17, 2020 - Dec 2, 2020
#3-29.42%
Jun 14, 2021 - May 9, 2024
-28.61%
Sep 21, 2018 - Jan 16, 2020
#4-25.24%
Jul 3, 2014 - May 5, 2017
-28.33%
Nov 16, 2021 - Jul 12, 2024
#5-13.85%
Mar 19, 2025 - May 2, 2025
-26.21%
Jun 23, 2014 - Aug 12, 2016
#6-12.72%
Jul 13, 2007 - Oct 1, 2007
-22.59%
Jul 7, 2011 - Mar 16, 2012
#7-11.47%
Feb 25, 2026 - May 6, 2026
-16.69%
Dec 17, 2003 - Jun 16, 2005
#8-9.50%
Sep 26, 2024 - Mar 17, 2025
-16.07%
Feb 19, 2025 - May 20, 2025
#9-8.03%
Jul 12, 2024 - Aug 23, 2024
-11.99%
Jan 25, 2018 - Aug 9, 2018
#10-7.91%
Feb 26, 2007 - Apr 3, 2007
-11.85%
May 1, 2012 - Aug 10, 2012
#11-4.96%
Nov 12, 2025 - Dec 10, 2025
-11.65%
Oct 17, 2012 - Jan 4, 2013
#12-4.92%
Feb 16, 2021 - Apr 15, 2021
-9.76%
Feb 17, 2026 - Apr 17, 2026
#13-4.84%
Jun 2, 2026 - Jun 15, 2026
-9.24%
May 21, 2013 - Jul 17, 2013
#14-4.58%
Jan 21, 2021 - Feb 9, 2021
-9.08%
Aug 23, 2016 - Nov 23, 2016
#15-4.21%
Jul 23, 2025 - Aug 13, 2025
-8.03%
Dec 27, 2013 - Mar 4, 2014

Correlation

Correlation between CWI and GDV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2004 - 2026)

CWI vs GDV dividend yield comparison.

YearCWIGDV
20261.18%3.01%
20252.97%6.05%
20242.89%5.47%
20232.80%6.10%
20223.17%6.84%
20212.65%5.11%
20202.07%6.15%
20193.05%6.01%
20182.81%7.21%
20172.29%5.64%
20162.45%6.59%
20152.62%6.72%
20143.21%6.23%
20132.69%4.65%
20123.15%5.93%
20112.98%5.84%
20102.31%4.95%
20092.20%7.55%
20082.17%12.62%
20072.01%8.03%
20060.00%5.96%
20050.00%7.26%
20040.00%6.69%

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