USCL vs CWI
Comparison between ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).
USCL vs CWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USCL
$2.80B
CWI
$2.80B
Expense Ratio
Winner
USCL
0.08%
CWI
0.30%
Max Drawdown
Winner
USCL
19.23%
CWI
62.39%
Sharpe Ratio
USCL
0.91
Winner
CWI
1.24
5Y Beta
USCL
0.95
Winner
CWI
0.78
P/E Ratio
USCL
27.19
CWI
N/A
Forward P/E
USCL
22.46
CWI
N/A
5Y Dividends CAGR
USCL
N/A
CWI
11.50%
5Y EPS CAGR
USCL
30.28%
CWI
N/A
Debt to Equity
USCL
55.64%
CWI
N/A
P/S Ratio
USCL
4.35
CWI
N/A
P/B Ratio
USCL
6.72
CWI
N/A
USCL vs CWI - Holdings Comparison
USCL and CWI have 1 common holdings. Overlap is 0.00%
USCL's top 25 holdings weight is 55.68%. CWI's top 25 holdings weight is 21.87%.
| Rank | USCL | CWI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.38% | n/a (TSM) - 3.62% |
| #2 | APPLE INC (AAPL) - 8.42% | TENCENT HOLDINGS LTD (n/a) - 1.54% |
| #3 | MICROSOFT CORP (MSFT) - 6.28% | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 1.30% |
| #4 | AMAZON.COM INC (AMZN) - 4.64% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.11% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.70% | n/a (n/a) - 1.06% |
| #6 | BROADCOM INC (AVGO) - 3.16% | SAP SE (n/a) - 0.87% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.92% | NESTLE SA (n/a) - 0.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.21% | HSBC HOLDINGS PLC (n/a) - 0.81% |
| #9 | ELI LILLY AND CO (LLY) - 1.82% | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 0.76% |
| #10 | TESLA INC (TSLA) - 1.75% | SHELL PLC (n/a) - 0.75% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.46% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.75% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.35% | ROCHE HOLDING AG (n/a) - 0.74% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.21% | ASTRAZENECA PLC (n/a) - 0.71% |
| #14 | VISA INC CLASS A (V) - 1.13% | SK HYNIX INC (n/a) - 0.71% |
| #15 | WALMART INC (WMT) - 0.93% | SIEMENS AG (n/a) - 0.69% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.87% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% |
| #17 | ABBVIE INC (ABBV) - 0.85% | TOYOTA MOTOR CORP (n/a) - 0.62% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.82% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.60% |
| #19 | n/a (PLTR) - 0.69% | SHOPIFY INC CLASS A COMMON STOCK (n/a) - 0.59% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 0.66% | SONY GROUP CORP (n/a) - 0.56% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.30% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.54% |
| #22 | SALESFORCE INC (CRM) - 0.29% | ALLIANZ SE (n/a) - 0.54% |
| #23 | PFIZER INC (PFE) - 0.29% | SOFTBANK GROUP CORP (n/a) - 0.53% |
| #24 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28% | HITACHI LTD (n/a) - 0.52% |
| #25 | ABBOTT LABORATORIES (ABT) - 0.27% | THE TORONTO-DOMINION BANK (TD) - 0.50% |
| Total Holdings | 366 | 1289 |
USCL vs CWI - Historical Returns
Returns include dividend reinvestment.
1M
USCL
+3.94%
Winner
CWI
+4.11%
3M
USCL
+3.03%
Winner
CWI
+4.25%
6M
Winner
USCL
+11.59%
CWI
+5.30%
1Y
USCL
+14.54%
Winner
CWI
+25.92%
5Y(CAGR)
USCL
N/A
CWI
+9.89%
10Y(CAGR)
USCL
N/A
CWI
+9.67%
Max(CAGR)
Winner
USCL
+19.71%
CWI
+5.53%
USCL vs CWI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USCL | CWI |
|---|---|---|
| 2026 | +9.17% | +14.39% |
| 2025 | +14.58% | +32.76% |
| 2024 | +27.52% | +7.58% |
| 2023 | +12.72% | +15.05% |
| 2022 | N/A | -15.80% |
| 2021 | N/A | +8.00% |
| 2020 | N/A | +8.58% |
| 2019 | N/A | +22.09% |
| 2018 | N/A | -14.65% |
| 2017 | N/A | +25.95% |
| 2016 | N/A | +6.67% |
| 2015 | N/A | -4.94% |
| 2014 | N/A | -1.28% |
| 2013 | N/A | +12.22% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -14.44% |
| 2010 | N/A | +8.51% |
| 2009 | N/A | +35.42% |
| 2008 | N/A | -41.96% |
| 2007 | N/A | +15.36% |
USCL vs CWI Drawdown Comparison
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The current USCL drawdown is -1.70%. The current CWI drawdown is -1.03%.
| Rank | USCL | CWI |
|---|---|---|
| #1 | -18.99% Feb 19, 2025 - Jun 30, 2025 | -60.77% Oct 31, 2007 - Jun 18, 2014 |
| #2 | -10.24% Jan 12, 2026 - Apr 17, 2026 | -34.64% Jan 26, 2018 - Nov 13, 2020 |
| #3 | -10.00% Jul 31, 2023 - Nov 30, 2023 | -29.42% Jun 14, 2021 - May 9, 2024 |
| #4 | -8.58% Jul 16, 2024 - Sep 19, 2024 | -25.24% Jul 3, 2014 - May 5, 2017 |
| #5 | -5.61% Oct 28, 2025 - Dec 24, 2025 | -13.85% Mar 19, 2025 - May 2, 2025 |
| #6 | -5.42% Mar 28, 2024 - May 15, 2024 | -12.72% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -4.87% Jun 2, 2026 - Aug 3, 2026 | -11.47% Feb 25, 2026 - May 6, 2026 |
| #8 | -4.69% Dec 11, 2024 - Jan 30, 2025 | -9.50% Sep 26, 2024 - Mar 17, 2025 |
| #9 | -2.57% Oct 8, 2025 - Oct 24, 2025 | -8.03% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -2.45% Jun 15, 2023 - Jun 30, 2023 | -7.91% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -2.44% Jul 25, 2025 - Aug 13, 2025 | -5.32% Jun 22, 2026 - Aug 12, 2026 |
| #12 | -2.39% Oct 18, 2024 - Nov 6, 2024 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #13 | -2.19% Nov 11, 2024 - Nov 26, 2024 | -4.92% Feb 16, 2021 - Apr 15, 2021 |
| #14 | -2.01% Aug 13, 2026 - Aug 20, 2026 | -4.84% Jun 2, 2026 - Jun 15, 2026 |
| #15 | -1.82% Jan 29, 2024 - Feb 2, 2024 | -4.58% Jan 21, 2021 - Feb 9, 2021 |
Correlation
Correlation between USCL and CWI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
USCL vs CWI dividend yield comparison.
| Year | USCL | CWI |
|---|---|---|
| 2026 | 0.51% | 1.15% |
| 2025 | 1.10% | 2.97% |
| 2024 | 1.18% | 2.89% |
| 2023 | 0.85% | 2.80% |
| 2022 | 0.00% | 3.17% |
| 2021 | 0.00% | 2.65% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 2.81% |
| 2017 | 0.00% | 2.29% |
| 2016 | 0.00% | 2.45% |
| 2015 | 0.00% | 2.62% |
| 2014 | 0.00% | 3.21% |
| 2013 | 0.00% | 2.69% |
| 2012 | 0.00% | 3.15% |
| 2011 | 0.00% | 2.98% |
| 2010 | 0.00% | 2.31% |
| 2009 | 0.00% | 2.20% |
| 2008 | 0.00% | 2.17% |
| 2007 | 0.00% | 2.01% |
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