CWI vs SPY
Comparison between STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CWI, delivering a return of +13.2% compared to +9.0%
CWI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CWI
$2.80B
Winner
SPY
$784B
Expense Ratio
CWI
0.30%
Winner
SPY
0.09%
Max Drawdown
CWI
62.39%
Winner
SPY
56.47%
Sharpe Ratio
CWI
1.50
Winner
SPY
1.54
5Y Beta
Winner
CWI
0.77
SPY
1.00
P/E Ratio
CWI
N/A
SPY
27.62
Forward P/E
CWI
N/A
SPY
21.11
5Y Dividends CAGR
Winner
CWI
11.50%
SPY
6.00%
5Y EPS CAGR
CWI
N/A
SPY
25.30%
Debt to Equity
CWI
N/A
SPY
31.11%
P/S Ratio
CWI
N/A
SPY
3.49
P/B Ratio
CWI
N/A
SPY
5.30
CWI vs SPY - Holdings Comparison
CWI and SPY have 1 common holdings. Overlap is 0.00%
CWI's top 25 holdings weight is 21.87%. SPY's top 25 holdings weight is 51.24%.
| Rank | CWI | SPY |
|---|---|---|
| #1 | n/a (TSM) - 3.62% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 1.54% | APPLE INC (AAPL) - 6.81% |
| #3 | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 1.30% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.11% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | n/a (n/a) - 1.06% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | SAP SE (n/a) - 0.87% | BROADCOM INC (AVGO) - 2.77% |
| #7 | NESTLE SA (n/a) - 0.81% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | HSBC HOLDINGS PLC (n/a) - 0.81% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 0.76% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | SHELL PLC (n/a) - 0.75% | TESLA INC (TSLA) - 1.76% |
| #11 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ROCHE HOLDING AG (n/a) - 0.74% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ASTRAZENECA PLC (n/a) - 0.71% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | SK HYNIX INC (n/a) - 0.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | SIEMENS AG (n/a) - 0.69% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | TOYOTA MOTOR CORP (n/a) - 0.62% | VISA INC CLASS A (V) - 0.87% |
| #18 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.60% | INTEL CORP (INTC) - 0.85% |
| #19 | SHOPIFY INC CLASS A COMMON STOCK (n/a) - 0.59% | WALMART INC (WMT) - 0.82% |
| #20 | SONY GROUP CORP (n/a) - 0.56% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.54% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | ALLIANZ SE (n/a) - 0.54% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | SOFTBANK GROUP CORP (n/a) - 0.53% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | HITACHI LTD (n/a) - 0.52% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | THE TORONTO-DOMINION BANK (TD) - 0.50% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 1289 | 505 |
CWI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CWI
+1.17%
SPY
-1.37%
3M
CWI
+11.53%
Winner
SPY
+12.22%
6M
Winner
CWI
+12.77%
SPY
+7.20%
1Y
Winner
CWI
+30.14%
SPY
+23.58%
5Y(CAGR)
CWI
+9.03%
Winner
SPY
+13.19%
10Y(CAGR)
CWI
+10.04%
Winner
SPY
+15.12%
Max(CAGR)
CWI
+6.31%
Winner
SPY
+8.44%
CWI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CWI | SPY |
|---|---|---|
| 2026 | +11.01% | +7.95% |
| 2025 | +32.76% | +18.00% |
| 2024 | +7.58% | +25.59% |
| 2023 | +15.05% | +26.72% |
| 2022 | -15.80% | -18.64% |
| 2021 | +8.00% | +30.52% |
| 2020 | +8.58% | +17.28% |
| 2019 | +23.11% | +31.09% |
| 2018 | -13.53% | -5.24% |
| 2017 | +27.47% | +20.78% |
| 2016 | +8.00% | +13.59% |
| 2015 | -3.77% | +1.31% |
| 2014 | +0.18% | +14.56% |
| 2013 | +13.86% | +29.00% |
| 2012 | +15.63% | +14.17% |
| 2011 | -13.28% | +0.85% |
| 2010 | +9.89% | +13.14% |
| 2009 | +37.12% | +22.67% |
| 2008 | -41.32% | -36.25% |
| 2007 | +16.50% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CWI vs SPY Drawdown Comparison
The maximum drawdown for CWI was -59.95%, occurring on Mar 9, 2009. Recovery took 1480 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CWI drawdown is -3.07%. The current SPY drawdown is -3.18%.
| Rank | CWI | SPY |
|---|---|---|
| #1 | -59.95% Oct 31, 2007 - Sep 18, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.08% Jan 17, 2020 - Nov 10, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.42% Jun 14, 2021 - May 9, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.21% Apr 28, 2015 - Apr 24, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.32% Jan 26, 2018 - Jan 2, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.85% Mar 19, 2025 - May 2, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.10% Jul 3, 2014 - Apr 27, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.72% Jul 13, 2007 - Oct 1, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.47% Feb 25, 2026 - May 6, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.50% Sep 26, 2024 - Mar 17, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.03% Jul 12, 2024 - Aug 23, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.91% Feb 26, 2007 - Apr 3, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.27% Dec 31, 2013 - Mar 6, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.96% Nov 12, 2025 - Dec 10, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.92% Feb 16, 2021 - Apr 15, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CWI and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
CWI vs SPY dividend yield comparison.
| Year | CWI | SPY |
|---|---|---|
| 2026 | 1.18% | 0.50% |
| 2025 | 2.97% | 1.07% |
| 2024 | 2.89% | 1.21% |
| 2023 | 2.80% | 1.40% |
| 2022 | 3.17% | 1.65% |
| 2021 | 2.65% | 1.20% |
| 2020 | 2.07% | 1.52% |
| 2019 | 3.81% | 1.75% |
| 2018 | 4.22% | 2.04% |
| 2017 | 3.44% | 1.80% |
| 2016 | 3.67% | 2.03% |
| 2015 | 3.94% | 2.06% |
| 2014 | 4.81% | 1.87% |
| 2013 | 4.04% | 1.81% |
| 2012 | 4.73% | 2.18% |
| 2011 | 4.47% | 2.05% |
| 2010 | 3.47% | 1.80% |
| 2009 | 3.29% | 1.95% |
| 2008 | 3.26% | 3.02% |
| 2007 | 3.01% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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