GWX vs IBDZ

Comparison between STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETF (GWX, ETF) and ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF).

GWX vs IBDZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GWX(ETF)	IBDZ(ETF)
Net Assets	$866M	$865M
Expense Ratio	0.40%	0.10%
Max Drawdown	64.84%	7.08%
Sharpe Ratio	1.08	-0.23
5Y Beta	0.70	0.11
5Y Dividends CAGR	11.24%	N/A

Net Assets

Winner

GWX

$866M

IBDZ

$865M

Expense Ratio

GWX

0.40%

Winner

IBDZ

0.10%

Max Drawdown

GWX

64.84%

Winner

IBDZ

7.08%

Sharpe Ratio

Winner

GWX

1.08

IBDZ

-0.23

5Y Beta

GWX

0.70

Winner

IBDZ

0.11

5Y Dividends CAGR

GWX

11.24%

IBDZ

N/A

GWX vs IBDZ - Historical Returns

Returns include dividend reinvestment.

Period	GWX	IBDZ
1 month	+6.66%	-0.24%
3 months	+1.92%	-0.12%
6 months	+2.07%	-1.79%
1 year	+23.50%	+2.76%
5 years(CAGR)	+7.08%	N/A
10 years(CAGR)	+7.56%	N/A
Max(CAGR)	+4.84%	+5.57%

Winner

GWX

+6.66%

IBDZ

-0.24%

Winner

GWX

+1.92%

IBDZ

-0.12%

Winner

GWX

+2.07%

IBDZ

-1.79%

Winner

GWX

+23.50%

IBDZ

+2.76%

5Y(CAGR)

GWX

+7.08%

IBDZ

N/A

10Y(CAGR)

GWX

+7.56%

IBDZ

N/A

Max(CAGR)

GWX

+4.84%

Winner

IBDZ

+5.57%

GWX vs IBDZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	GWX	IBDZ
2026	+13.36%	-0.42%
2025	+35.62%	+8.70%
2024	+1.47%	+4.24%
2023	+10.99%	N/A
2022	-20.31%	N/A
2021	+10.03%	N/A
2020	+12.62%	N/A
2019	+17.92%	N/A
2018	-19.91%	N/A
2017	+27.90%	N/A
2016	+8.22%	N/A
2015	+5.86%	N/A
2014	-6.48%	N/A
2013	+19.64%	N/A
2012	+13.12%	N/A
2011	-16.33%	N/A
2010	+21.76%	N/A
2009	+35.68%	N/A
2008	-44.34%	N/A
2007	-1.74%	N/A

GWX vs IBDZ Drawdown Comparison

The maximum drawdown for GWX was -63.21%, occurring on Mar 9, 2009. Recovery took 1504 trading sessions.

The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.

The current GWX drawdown is -0.72%. The current IBDZ drawdown is -2.04%.

Rank	GWX	IBDZ
#1	-63.21% Oct 31, 2007 - Oct 22, 2013	-5.56% Sep 16, 2024 - Jun 23, 2025
#2	-45.26% Jan 26, 2018 - Dec 17, 2020	-3.04% Feb 27, 2026 - Mar 27, 2026
#3	-34.58% Sep 3, 2021 - Jun 12, 2025	-1.41% Jun 24, 2024 - Jul 5, 2024
#4	-19.35% Jul 3, 2014 - Aug 10, 2016	-1.40% Oct 27, 2025 - Nov 25, 2025
#5	-13.12% Jul 12, 2007 - Oct 29, 2007	-1.36% Jul 1, 2025 - Jul 29, 2025
#6	-11.91% Feb 27, 2026 - May 6, 2026	-1.36% Aug 5, 2024 - Aug 14, 2024
#7	-9.26% May 11, 2026 - Aug 14, 2026	-1.27% Jul 16, 2024 - Jul 31, 2024
#8	-6.36% Oct 27, 2025 - Dec 10, 2025	-1.06% Jun 6, 2024 - Jun 13, 2024
#9	-6.21% Jan 22, 2014 - Feb 28, 2014	-1.04% Nov 26, 2025 - Jan 14, 2026
#10	-6.15% Sep 28, 2016 - Jan 25, 2017	-0.98% Jan 14, 2026 - Feb 6, 2026
#11	-5.60% Jun 7, 2021 - Sep 1, 2021	-0.94% Sep 15, 2025 - Oct 15, 2025
#12	-4.19% May 7, 2021 - Jun 1, 2021	-0.90% May 24, 2024 - Jun 3, 2024
#13	-4.06% Mar 6, 2014 - Jun 5, 2014	-0.77% Aug 23, 2024 - Sep 4, 2024
#14	-3.96% Jan 21, 2021 - Feb 5, 2021	-0.65% Aug 13, 2025 - Aug 27, 2025
#15	-3.87% Oct 22, 2013 - Dec 30, 2013	-0.58% Aug 21, 2024 - Aug 23, 2024

Correlation

Correlation between GWX and IBDZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2007 - 2026)

GWX vs IBDZ dividend yield comparison.

Year	GWX	IBDZ
2026	1.14%	2.88%
2025	2.83%	4.85%
2024	2.71%	2.50%
2023	2.64%	0.00%
2022	2.71%	0.00%
2021	2.75%	0.00%
2020	1.74%	0.00%
2019	3.41%	0.00%
2018	2.94%	0.00%
2017	5.18%	0.00%
2016	4.21%	0.00%
2015	2.67%	0.00%
2014	13.53%	0.00%
2013	3.06%	0.00%
2012	2.68%	0.00%
2011	3.25%	0.00%
2010	2.36%	0.00%
2009	1.49%	0.00%
2008	1.92%	0.00%
2007	2.38%	0.00%