FINX vs QWLD
Comparison between GLOBAL X FINTECH ETF (FINX, ETF) and STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF (QWLD, ETF).
5-Year PerformanceQWLD has outperformed FINX, delivering a return of +9.5% compared to -10.6%
FINX vs QWLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FINX
$170M
Winner
QWLD
$171M
Expense Ratio
FINX
0.68%
Winner
QWLD
0.30%
Max Drawdown
FINX
65.57%
Winner
QWLD
31.89%
Sharpe Ratio
FINX
-1.07
Winner
QWLD
1.05
5Y Beta
FINX
1.38
Winner
QWLD
0.66
P/E Ratio
FINX
31.27
Winner
QWLD
24.22
Forward P/E
Winner
FINX
11.70
QWLD
18.94
PEG Ratio
FINX
0.37
QWLD
N/A
5Y Dividends CAGR
FINX
N/A
QWLD
9.32%
Debt to Equity
Winner
FINX
60.68%
QWLD
69.52%
P/S Ratio
Winner
FINX
2.10
QWLD
2.65
P/B Ratio
Winner
FINX
2.08
QWLD
4.49
FINX vs QWLD - Holdings Comparison
FINX and QWLD have 13 common holdings. Overlap is 0.38%
FINX's top 25 holdings weight is 80.85%. QWLD's top 25 holdings weight is 27.05%.
| Rank | FINX | QWLD |
|---|---|---|
| #1 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 8.16% | MICROSOFT CORP (MSFT) - 2.46% |
| #2 | BLOCK INC CLASS A (XYZ) - 6.93% | APPLE INC (AAPL) - 2.36% |
| #3 | PAYPAL HOLDINGS INC (PYPL) - 5.60% | NVIDIA CORP (NVDA) - 2.29% |
| #4 | FISERV INC (FISV) - 4.81% | META PLATFORMS INC CLASS A (META) - 1.90% |
| #5 | n/a (COIN) - 4.68% | BROADCOM INC (AVGO) - 1.73% |
| #6 | n/a (AFRM) - 4.49% | ELI LILLY AND CO (LLY) - 1.36% |
| #7 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 4.32% | ASML HOLDING NV (n/a) - 1.30% |
| #8 | ADYEN NV (n/a) - 4.06% | JOHNSON & JOHNSON (JNJ) - 1.25% |
| #9 | GLOBAL PAYMENTS INC (GPN) - 3.86% | ALPHABET INC CLASS A (GOOGL) - 1.22% |
| #10 | n/a (FIS) - 3.66% | VISA INC CLASS A (V) - 1.11% |
| #11 | INTUIT INC (INTU) - 3.45% | ALPHABET INC CLASS C (GOOG) - 1.09% |
| #12 | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 2.83% | CISCO SYSTEMS INC (CSCO) - 1.07% |
| #13 | TOAST INC CLASS A (TOST) - 2.76% | APPLIED MATERIALS INC (AMAT) - 0.85% |
| #14 | n/a (CRCL) - 2.46% | PROCTER & GAMBLE CO (PG) - 0.83% |
| #15 | HUT 8 CORP (HUT) - 2.35% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.82% |
| #16 | WISE GROUP PLC CLASS A (WSE) - 2.33% | WALMART INC (WMT) - 0.82% |
| #17 | GUIDEWIRE SOFTWARE INC (GWRE) - 1.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.76% |
| #18 | JACK HENRY & ASSOCIATES INC (JKHY) - 1.88% | EXXON MOBIL CORP (XOM) - 0.75% |
| #19 | CIPHER DIGITAL INC (CIFR) - 1.70% | LAM RESEARCH CORP (LRCX) - 0.74% |
| #20 | RIOT PLATFORMS INC (RIOT) - 1.66% | COCA-COLA CO (KO) - 0.71% |
| #21 | XERO LTD (n/a) - 1.52% | UNITEDHEALTH GROUP INC (UNH) - 0.33% |
| #22 | HEALTHEQUITY INC (HQY) - 1.45% | BHP GROUP LTD (n/a) - 0.33% |
| #23 | KLARNA GROUP PLC (KLAR) - 1.41% | SHELL PLC (n/a) - 0.33% |
| #24 | n/a (CORZ) - 1.37% | ZURICH INSURANCE GROUP AG (n/a) - 0.32% |
| #25 | TEMENOS AG (n/a) - 1.12% | LINDE PLC (LIN) - 0.32% |
| Total Holdings | 76 | 1234 |
FINX vs QWLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FINX
+3.55%
QWLD
+1.38%
3M
FINX
-1.63%
Winner
QWLD
+2.81%
6M
FINX
-13.44%
Winner
QWLD
+4.74%
1Y
FINX
-28.26%
Winner
QWLD
+13.27%
5Y(CAGR)
FINX
-10.60%
Winner
QWLD
+9.55%
10Y(CAGR)
FINX
+6.21%
Winner
QWLD
+11.41%
Max(CAGR)
FINX
+6.21%
Winner
QWLD
+10.30%
FINX vs QWLD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | FINX | QWLD |
|---|---|---|
| 2026 | -14.68% | +6.66% |
| 2025 | -5.31% | +18.21% |
| 2024 | +26.80% | +14.75% |
| 2023 | +33.02% | +19.34% |
| 2022 | -52.02% | -13.37% |
| 2021 | -9.02% | +22.41% |
| 2020 | +51.46% | +9.47% |
| 2019 | +37.21% | +27.76% |
| 2018 | +0.02% | -7.26% |
| 2017 | +48.69% | +22.42% |
| 2016 | -1.91% | +11.30% |
| 2015 | N/A | +2.01% |
| 2014 | N/A | +2.62% |
FINX vs QWLD Drawdown Comparison
The maximum drawdown for FINX was -63.56%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The maximum drawdown for QWLD was -31.89%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current FINX drawdown is -48.92%. The current QWLD drawdown is -1.27%.
| Rank | FINX | QWLD |
|---|---|---|
| #1 | -63.56% Oct 25, 2021 - Oct 27, 2023 | -31.89% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -40.98% Feb 19, 2020 - Jul 6, 2020 | -22.83% Dec 29, 2021 - Dec 11, 2023 |
| #3 | -29.34% Sep 4, 2018 - Jun 10, 2019 | -16.47% Oct 3, 2018 - Apr 12, 2019 |
| #4 | -21.61% Feb 16, 2021 - Oct 25, 2021 | -14.11% May 22, 2015 - Apr 20, 2016 |
| #5 | -12.26% Jul 26, 2019 - Jan 13, 2020 | -12.40% Feb 20, 2025 - May 15, 2025 |
| #6 | -11.47% Oct 12, 2020 - Nov 19, 2020 | -9.27% Jun 13, 2014 - Feb 18, 2015 |
| #7 | -9.46% Jan 26, 2018 - Mar 12, 2018 | -8.60% Jan 23, 2018 - Sep 20, 2018 |
| #8 | -9.26% Sep 2, 2020 - Oct 8, 2020 | -7.66% Feb 27, 2026 - May 6, 2026 |
| #9 | -7.64% Mar 20, 2018 - May 9, 2018 | -5.76% Sep 3, 2021 - Nov 3, 2021 |
| #10 | -6.38% Oct 3, 2016 - Feb 6, 2017 | -5.52% Jul 16, 2024 - Aug 19, 2024 |
| #11 | -5.95% Jul 25, 2018 - Aug 22, 2018 | -5.07% Jul 29, 2019 - Sep 12, 2019 |
| #12 | -5.64% Jun 20, 2018 - Jul 18, 2018 | -5.05% Dec 5, 2024 - Jan 30, 2025 |
| #13 | -5.64% Jan 21, 2021 - Feb 4, 2021 | -4.98% Jun 23, 2016 - Jul 12, 2016 |
| #14 | -3.95% Nov 24, 2017 - Jan 3, 2018 | -4.75% Sep 6, 2016 - Jan 4, 2017 |
| #15 | -3.78% Aug 6, 2020 - Aug 20, 2020 | -4.51% Mar 28, 2024 - May 14, 2024 |
Correlation
Correlation between FINX and QWLD is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.33
-101
Dividend Comparison (2014 - 2026)
FINX vs QWLD dividend yield comparison.
| Year | FINX | QWLD |
|---|---|---|
| 2026 | 0.17% | 0.88% |
| 2025 | 0.58% | 1.85% |
| 2024 | 0.72% | 1.74% |
| 2023 | 0.21% | 1.78% |
| 2022 | 0.27% | 2.02% |
| 2021 | 5.40% | 1.77% |
| 2020 | 0.00% | 1.77% |
| 2019 | 0.00% | 2.13% |
| 2018 | 0.18% | 2.33% |
| 2017 | 0.11% | 2.73% |
| 2016 | 0.00% | 2.22% |
| 2015 | 0.00% | 3.42% |
| 2014 | 0.00% | 1.02% |
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