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CWI vs CRBN

State Street SPDR MSCI ACWI ex-US ETF vs iShares Low Carbon Optimized MSCI ACWI ETF

CWI

State Street SPDR MSCI ACWI ex-US ETF

State Street Investment Management

Annual cost

0.30%

Fund size

$2.7B

CRBN

iShares Low Carbon Optimized MSCI ACWI ETF

iShares

Annual cost

0.20%

Fund size

$1.1B

Key differences

  • CRBN costs 0.10% less per year.
  • Over the last 3 years, CRBN has delivered higher annualized returns.
  • CWI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CWICRBN
Annual cost (TER)0.30%0.20%
Fund size (AUM)$2.7B$1.1B
Since20072014
Dividend yield2.73%2.08%
Asset classequityequity
Region
Strategyindex trackingindex tracking
CAGR 1Y+30.6%+27.9%
CAGR 3Y+18.8%+21.3%
CAGR 5Y+9.1%+11.4%
Sharpe 3Y0.981.17
Volatility 1Y15.25%13.09%
Max drawdown-34.64%-33.13%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CWI and CRBN