PRFZ vs CWI
Comparison between INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).
5-Year PerformancePRFZ has outperformed CWI, delivering a return of +10.1% compared to +9.8%
PRFZ vs CWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFZ
$2.80B
CWI
$2.80B
Expense Ratio
PRFZ
0.34%
Winner
CWI
0.30%
Max Drawdown
PRFZ
63.04%
Winner
CWI
62.39%
Sharpe Ratio
Winner
PRFZ
1.57
CWI
1.38
5Y Beta
PRFZ
1.04
Winner
CWI
0.78
P/E Ratio
PRFZ
-13.21
CWI
N/A
Forward P/E
PRFZ
14.53
CWI
N/A
5Y Dividends CAGR
PRFZ
8.89%
Winner
CWI
11.50%
5Y EPS CAGR
PRFZ
11.47%
CWI
N/A
Debt to Equity
PRFZ
15.83%
CWI
N/A
P/S Ratio
PRFZ
1.01
CWI
N/A
P/B Ratio
PRFZ
2.11
CWI
N/A
PRFZ vs CWI - Holdings Comparison
PRFZ and CWI have 4 common holdings. Overlap is 0.05%
PRFZ's top 25 holdings weight is 8.24%. CWI's top 25 holdings weight is 21.87%.
| Rank | PRFZ | CWI |
|---|---|---|
| #1 | n/a (OPEN) - 1.08% | n/a (TSM) - 3.62% |
| #2 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60% | TENCENT HOLDINGS LTD (n/a) - 1.54% |
| #3 | PRIMORIS SERVICES CORP (PRIM) - 0.42% | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 1.30% |
| #4 | IONIS PHARMACEUTICALS INC (IONS) - 0.37% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.11% |
| #5 | PITNEY BOWES INC (PBI) - 0.34% | n/a (n/a) - 1.06% |
| #6 | ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34% | SAP SE (n/a) - 0.87% |
| #7 | MANHATTAN ASSOCIATES INC (MANH) - 0.34% | NESTLE SA (n/a) - 0.81% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31% | HSBC HOLDINGS PLC (n/a) - 0.81% |
| #9 | HECLA MINING CO (HL) - 0.30% | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 0.76% |
| #10 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30% | SHELL PLC (n/a) - 0.75% |
| #11 | CARPENTER TECHNOLOGY CORP (CRS) - 0.30% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.75% |
| #12 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29% | ROCHE HOLDING AG (n/a) - 0.74% |
| #13 | GRANITE CONSTRUCTION INC (GVA) - 0.29% | ASTRAZENECA PLC (n/a) - 0.71% |
| #14 | FTAI AVIATION LTD (FTAI) - 0.28% | SK HYNIX INC (n/a) - 0.71% |
| #15 | INTERDIGITAL INC (IDCC) - 0.28% | SIEMENS AG (n/a) - 0.69% |
| #16 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% |
| #17 | COEUR MINING INC (CDE) - 0.26% | TOYOTA MOTOR CORP (n/a) - 0.62% |
| #18 | COMMSCOPE HOLDING CO INC (COMM) - 0.26% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.60% |
| #19 | ITRON INC (ITRI) - 0.26% | SHOPIFY INC CLASS A COMMON STOCK (n/a) - 0.59% |
| #20 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26% | SONY GROUP CORP (n/a) - 0.56% |
| #21 | PLUG POWER INC (PLUG) - 0.26% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.54% |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25% | ALLIANZ SE (n/a) - 0.54% |
| #23 | UMB FINANCIAL CORP (UMBF) - 0.20% | SOFTBANK GROUP CORP (n/a) - 0.53% |
| #24 | ONTO INNOVATION INC (ONTO) - 0.19% | HITACHI LTD (n/a) - 0.52% |
| #25 | TTM TECHNOLOGIES INC (TTMI) - 0.19% | THE TORONTO-DOMINION BANK (TD) - 0.50% |
| Total Holdings | 1580 | 1289 |
PRFZ vs CWI - Historical Returns
Returns include dividend reinvestment.
1M
PRFZ
+2.61%
Winner
CWI
+2.79%
3M
Winner
PRFZ
+9.96%
CWI
+4.64%
6M
Winner
PRFZ
+15.33%
CWI
+8.48%
1Y
Winner
PRFZ
+35.79%
CWI
+28.67%
5Y(CAGR)
Winner
PRFZ
+10.11%
CWI
+9.82%
10Y(CAGR)
Winner
PRFZ
+11.85%
CWI
+9.83%
Max(CAGR)
Winner
PRFZ
+10.27%
CWI
+5.55%
PRFZ vs CWI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PRFZ | CWI |
|---|---|---|
| 2026 | +21.95% | +14.36% |
| 2025 | +11.06% | +32.76% |
| 2024 | +13.71% | +7.58% |
| 2023 | +20.63% | +15.05% |
| 2022 | -16.92% | -15.80% |
| 2021 | +29.77% | +8.00% |
| 2020 | +11.69% | +8.58% |
| 2019 | +21.04% | +22.09% |
| 2018 | -12.17% | -14.65% |
| 2017 | +12.95% | +25.95% |
| 2016 | +27.40% | +6.67% |
| 2015 | -5.03% | -4.94% |
| 2014 | +5.29% | -1.28% |
| 2013 | +37.93% | +12.22% |
| 2012 | +16.23% | +13.69% |
| 2011 | -7.67% | -14.44% |
| 2010 | +26.22% | +8.51% |
| 2009 | +55.38% | +35.42% |
| 2008 | -38.15% | -41.96% |
| 2007 | -0.59% | +15.36% |
| 2006 | +8.00% | N/A |
PRFZ vs CWI Drawdown Comparison
The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The current CWI drawdown is -0.15%.
| Rank | PRFZ | CWI |
|---|---|---|
| #1 | -62.42% Jul 13, 2007 - Apr 14, 2010 | -60.77% Oct 31, 2007 - Jun 18, 2014 |
| #2 | -44.27% Aug 31, 2018 - Nov 24, 2020 | -34.64% Jan 26, 2018 - Nov 13, 2020 |
| #3 | -29.36% Apr 29, 2011 - Sep 14, 2012 | -29.42% Jun 14, 2021 - May 9, 2024 |
| #4 | -26.58% Nov 8, 2021 - Mar 27, 2024 | -25.24% Jul 3, 2014 - May 5, 2017 |
| #5 | -26.54% Nov 25, 2024 - Sep 5, 2025 | -13.85% Mar 19, 2025 - May 2, 2025 |
| #6 | -24.05% Jun 23, 2015 - Sep 2, 2016 | -12.72% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -22.45% Apr 23, 2010 - Dec 3, 2010 | -11.47% Feb 25, 2026 - May 6, 2026 |
| #8 | -12.72% Jul 3, 2014 - Dec 29, 2014 | -9.50% Sep 26, 2024 - Mar 17, 2025 |
| #9 | -10.39% Jan 22, 2026 - Apr 17, 2026 | -8.03% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -9.52% Sep 14, 2012 - Dec 20, 2012 | -7.91% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -9.44% Jun 8, 2021 - Oct 22, 2021 | -5.32% Jun 22, 2026 - Jul 29, 2026 |
| #12 | -9.42% Jul 31, 2024 - Sep 19, 2024 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #13 | -9.27% Jan 23, 2018 - May 17, 2018 | -4.92% Feb 16, 2021 - Apr 15, 2021 |
| #14 | -8.51% Mar 15, 2021 - May 27, 2021 | -4.84% Jun 2, 2026 - Jun 15, 2026 |
| #15 | -8.15% Oct 27, 2025 - Dec 4, 2025 | -4.58% Jan 21, 2021 - Feb 9, 2021 |
Correlation
Correlation between PRFZ and CWI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
PRFZ vs CWI dividend yield comparison.
| Year | PRFZ | CWI |
|---|---|---|
| 2026 | 0.36% | 1.15% |
| 2025 | 0.82% | 2.97% |
| 2024 | 1.45% | 2.89% |
| 2023 | 1.42% | 2.80% |
| 2022 | 1.33% | 3.17% |
| 2021 | 0.93% | 2.65% |
| 2020 | 0.91% | 2.07% |
| 2019 | 1.29% | 3.05% |
| 2018 | 1.37% | 2.81% |
| 2017 | 0.97% | 2.29% |
| 2016 | 1.31% | 2.45% |
| 2015 | 1.39% | 2.62% |
| 2014 | 1.14% | 3.21% |
| 2013 | 0.93% | 2.69% |
| 2012 | 1.73% | 3.15% |
| 2011 | 0.98% | 2.98% |
| 2010 | 0.70% | 2.31% |
| 2009 | 0.71% | 2.20% |
| 2008 | 1.51% | 2.17% |
| 2007 | 0.77% | 2.01% |
| 2006 | 0.26% | 0.00% |
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