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