CWI vs SPUS
Comparison between STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
5-Year PerformanceSPUS has outperformed CWI, delivering a return of +15.4% compared to +9.8%
CWI vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CWI
$2.80B
Winner
SPUS
$2.90B
Expense Ratio
Winner
CWI
0.30%
SPUS
0.45%
Max Drawdown
CWI
62.39%
Winner
SPUS
30.80%
Sharpe Ratio
CWI
1.38
Winner
SPUS
1.43
5Y Beta
Winner
CWI
0.78
SPUS
1.12
P/E Ratio
CWI
N/A
SPUS
32.84
Forward P/E
CWI
N/A
SPUS
22.12
PEG Ratio
CWI
N/A
SPUS
0.25
5Y Dividends CAGR
Winner
CWI
11.50%
SPUS
-0.43%
5Y EPS CAGR
CWI
N/A
SPUS
31.50%
Debt to Equity
CWI
N/A
SPUS
66.06%
P/S Ratio
CWI
N/A
SPUS
5.60
P/B Ratio
CWI
N/A
SPUS
9.22
CWI vs SPUS - Holdings Comparison
CWI and SPUS have 1 common holdings. Overlap is 0.00%
CWI's top 25 holdings weight is 21.87%. SPUS's top 25 holdings weight is 70.11%.
| Rank | CWI | SPUS |
|---|---|---|
| #1 | n/a (TSM) - 3.62% | NVIDIA CORP (NVDA) - 13.32% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 1.54% | APPLE INC (AAPL) - 12.77% |
| #3 | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 1.30% | MICROSOFT CORP (MSFT) - 7.84% |
| #4 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.11% | ALPHABET INC CLASS A (GOOGL) - 5.40% |
| #5 | n/a (n/a) - 1.06% | BROADCOM INC (AVGO) - 4.85% |
| #6 | SAP SE (n/a) - 0.87% | MICRON TECHNOLOGY INC (MU) - 2.90% |
| #7 | NESTLE SA (n/a) - 0.81% | TESLA INC (TSLA) - 2.83% |
| #8 | HSBC HOLDINGS PLC (n/a) - 0.81% | ELI LILLY AND CO (LLY) - 2.46% |
| #9 | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 0.76% | ADVANCED MICRO DEVICES INC (AMD) - 2.35% |
| #10 | SHELL PLC (n/a) - 0.75% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% |
| #11 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.75% | JOHNSON & JOHNSON (JNJ) - 1.62% |
| #12 | ROCHE HOLDING AG (n/a) - 0.74% | ABBVIE INC (ABBV) - 1.21% |
| #13 | ASTRAZENECA PLC (n/a) - 0.71% | APPLIED MATERIALS INC (AMAT) - 1.20% |
| #14 | SK HYNIX INC (n/a) - 0.71% | CISCO SYSTEMS INC (CSCO) - 1.19% |
| #15 | SIEMENS AG (n/a) - 0.69% | LAM RESEARCH CORP (LRCX) - 1.08% |
| #16 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% | PROCTER & GAMBLE CO (PG) - 0.92% |
| #17 | TOYOTA MOTOR CORP (n/a) - 0.62% | THE HOME DEPOT INC (HD) - 0.89% |
| #18 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.60% | MERCK & CO INC (MRK) - 0.84% |
| #19 | SHOPIFY INC CLASS A COMMON STOCK (n/a) - 0.59% | GE VERNOVA INC (GEV) - 0.77% |
| #20 | SONY GROUP CORP (n/a) - 0.56% | KLA CORP (KLAC) - 0.75% |
| #21 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.54% | PALO ALTO NETWORKS INC (PANW) - 0.74% |
| #22 | ALLIANZ SE (n/a) - 0.54% | TEXAS INSTRUMENTS INC (TXN) - 0.70% |
| #23 | SOFTBANK GROUP CORP (n/a) - 0.53% | LINDE PLC (LIN) - 0.62% |
| #24 | HITACHI LTD (n/a) - 0.52% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.62% |
| #25 | THE TORONTO-DOMINION BANK (TD) - 0.50% | ORACLE CORP (ORCL) - 0.57% |
| Total Holdings | 1289 | 220 |
CWI vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
CWI
+2.79%
Winner
SPUS
+4.28%
3M
CWI
+4.64%
Winner
SPUS
+6.82%
6M
CWI
+8.48%
Winner
SPUS
+15.50%
1Y
Winner
CWI
+28.67%
SPUS
+28.59%
5Y(CAGR)
CWI
+9.82%
Winner
SPUS
+15.42%
10Y(CAGR)
CWI
+9.83%
SPUS
N/A
Max(CAGR)
CWI
+5.55%
Winner
SPUS
+18.84%
CWI vs SPUS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CWI | SPUS |
|---|---|---|
| 2026 | +14.36% | +15.90% |
| 2025 | +32.76% | +19.94% |
| 2024 | +7.58% | +27.91% |
| 2023 | +15.05% | +35.56% |
| 2022 | -15.80% | -23.12% |
| 2021 | +8.00% | +37.94% |
| 2020 | +8.58% | +23.99% |
| 2019 | +22.09% | +0.81% |
| 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 SPUS Drawdown Comparison
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current CWI drawdown is -0.15%. The current SPUS drawdown is -0.50%.
| Rank | CWI | SPUS |
|---|---|---|
| #1 | -60.77% Oct 31, 2007 - Jun 18, 2014 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -34.64% Jan 26, 2018 - Nov 13, 2020 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -29.42% Jun 14, 2021 - May 9, 2024 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -25.24% Jul 3, 2014 - May 5, 2017 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -13.85% Mar 19, 2025 - May 2, 2025 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -12.72% Jul 13, 2007 - Oct 1, 2007 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -11.47% Feb 25, 2026 - May 6, 2026 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -9.50% Sep 26, 2024 - Mar 17, 2025 | -7.58% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -8.03% Jul 12, 2024 - Aug 23, 2024 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -7.91% Feb 26, 2007 - Apr 3, 2007 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -5.32% Jun 22, 2026 - Jul 29, 2026 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -4.96% Nov 12, 2025 - Dec 10, 2025 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -4.92% Feb 16, 2021 - Apr 15, 2021 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -4.84% Jun 2, 2026 - Jun 15, 2026 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -4.58% Jan 21, 2021 - Feb 9, 2021 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between CWI and SPUS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
CWI vs SPUS dividend yield comparison.
| Year | CWI | SPUS |
|---|---|---|
| 2026 | 1.15% | 0.31% |
| 2025 | 2.97% | 0.60% |
| 2024 | 2.89% | 0.70% |
| 2023 | 2.80% | 0.87% |
| 2022 | 3.17% | 1.21% |
| 2021 | 2.65% | 1.15% |
| 2020 | 2.07% | 1.04% |
| 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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