EXI vs BWX

Comparison between ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF) and SPDR Bloomberg International Treasury Bond ETF (BWX, ETF).

5-Year PerformanceEXI has outperformed BWX, delivering a return of +12.0% compared to -4.1%

EXI vs BWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EXI(ETF)	BWX(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.39%	0.35%
Max Drawdown	63.88%	35.95%
Sharpe Ratio	1.55	-0.35
5Y Beta	0.87	0.00
5Y Dividends CAGR	11.06%	14.53%

Net Assets

EXI

$1.40B

Winner

BWX

$1.50B

Expense Ratio

EXI

0.39%

Winner

BWX

0.35%

Max Drawdown

EXI

63.88%

Winner

BWX

35.95%

Sharpe Ratio

Winner

EXI

1.55

BWX

-0.35

5Y Beta

EXI

0.87

Winner

BWX

0.00

5Y Dividends CAGR

EXI

11.06%

Winner

BWX

14.53%

EXI vs BWX - Historical Returns

Returns include dividend reinvestment.

Period	EXI	BWX
1 month	+2.35%	+0.74%
3 months	-0.25%	-2.39%
6 months	+14.28%	-0.57%
1 year	+28.42%	+2.03%
5 years(CAGR)	+12.04%	-4.10%
10 years(CAGR)	+12.70%	-1.07%
Max(CAGR)	+8.98%	+0.60%

Winner

EXI

+2.35%

BWX

+0.74%

Winner

EXI

-0.25%

BWX

-2.39%

Winner

EXI

+14.28%

BWX

-0.57%

Winner

EXI

+28.42%

BWX

+2.03%

5Y(CAGR)

Winner

EXI

+12.04%

BWX

-4.10%

10Y(CAGR)

Winner

EXI

+12.70%

BWX

-1.07%

Max(CAGR)

Winner

EXI

+8.98%

BWX

+0.60%

EXI vs BWX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	EXI	BWX
2026	+11.25%	-0.10%
2025	+26.22%	+8.27%
2024	+13.67%	-5.03%
2023	+21.52%	+5.34%
2022	-11.93%	-18.75%
2021	+18.66%	-9.16%
2020	+9.57%	+9.62%
2019	+27.12%	+5.62%
2018	-14.89%	-2.40%
2017	+24.33%	+11.31%
2016	+15.35%	+0.66%
2015	-2.23%	-6.28%
2014	+2.34%	-1.91%
2013	+29.01%	-3.28%
2012	+13.62%	+4.56%
2011	-9.52%	+4.00%
2010	+20.35%	+3.73%
2009	+22.59%	+6.31%
2008	-41.19%	+3.55%
2007	+13.65%	+3.97%
2006	+8.67%	N/A

EXI vs BWX Drawdown Comparison

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current EXI drawdown is -1.50%. The current BWX drawdown is -22.75%.

Rank	EXI	BWX
#1	-62.59% Oct 11, 2007 - May 6, 2013	-34.05% Jan 5, 2021 - Oct 20, 2022
#2	-39.56% Feb 12, 2020 - Nov 9, 2020	-23.01% Mar 14, 2008 - Sep 8, 2009
#3	-27.22% Jan 4, 2022 - Jul 13, 2023	-15.41% Jul 1, 2014 - Mar 3, 2020
#4	-23.83% Jan 26, 2018 - Nov 4, 2019	-13.37% Mar 9, 2020 - Jul 27, 2020
#5	-16.53% May 21, 2015 - Jul 20, 2016	-12.97% Dec 1, 2009 - Oct 1, 2010
#6	-14.38% Dec 4, 2024 - May 2, 2025	-9.13% Oct 17, 2012 - May 6, 2014
#7	-13.64% Jul 28, 2023 - Dec 13, 2023	-8.63% Nov 4, 2010 - Apr 27, 2011
#8	-12.35% Feb 27, 2026 - May 6, 2026	-8.10% Aug 23, 2011 - Sep 11, 2012
#9	-12.19% Jun 9, 2014 - Feb 20, 2015	-4.57% Nov 26, 2007 - Jan 14, 2008
#10	-11.88% Jul 19, 2007 - Oct 5, 2007	-3.41% May 2, 2011 - Jun 3, 2011
#11	-7.56% May 21, 2013 - Jul 19, 2013	-3.37% Jun 7, 2011 - Aug 9, 2011
#12	-7.43% Jul 16, 2024 - Aug 23, 2024	-2.68% Oct 14, 2010 - Nov 4, 2010
#13	-7.11% Feb 20, 2007 - Apr 10, 2007	-1.78% Aug 6, 2020 - Oct 21, 2020
#14	-7.04% Nov 8, 2021 - Jan 4, 2022	-1.69% Oct 8, 2009 - Nov 9, 2009
#15	-7.02% Dec 31, 2013 - Mar 6, 2014	-1.47% Feb 1, 2008 - Feb 27, 2008

Correlation

Correlation between EXI and BWX is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14

-101

Dividend Comparison (2006 - 2026)

EXI vs BWX dividend yield comparison.

Year	EXI	BWX
2026	0.00%	0.76%
2025	1.32%	2.19%
2024	1.47%	1.99%
2023	1.84%	1.62%
2022	1.63%	1.23%
2021	1.42%	0.93%
2020	1.26%	0.95%
2019	1.72%	1.16%
2018	2.21%	1.07%
2017	1.48%	0.46%
2016	1.75%	0.00%
2015	1.95%	0.00%
2014	1.93%	1.77%
2013	1.51%	1.88%
2012	2.29%	1.80%
2011	2.37%	3.35%
2010	1.48%	1.08%
2009	1.77%	0.87%
2008	3.62%	2.98%
2007	0.61%	0.59%
2006	0.52%	0.00%