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CWI vs SPGM

State Street SPDR MSCI ACWI ex-US ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF

CWI

State Street SPDR MSCI ACWI ex-US ETF

State Street Investment Management

Annual cost

0.30%

Fund size

$2.7B

SPGM

State Street SPDR Portfolio MSCI Global Stock Market ETF

State Street Investment Management

Annual cost

0.09%

Fund size

$1.6B

Key differences

  • SPGM costs 0.21% less per year.
  • Over the last 3 years, SPGM has delivered higher annualized returns.
  • CWI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CWISPGM
Annual cost (TER)0.30%0.09%
Fund size (AUM)$2.7B$1.6B
Since20072012
Dividend yield2.73%1.75%
Asset classequityequity
Regionglobal
Strategyindex trackingindex tracking
CAGR 1Y+30.6%+33.8%
CAGR 3Y+18.8%+21.9%
CAGR 5Y+9.1%+12.0%
Sharpe 3Y0.981.20
Volatility 1Y15.25%12.96%
Max drawdown-34.64%-33.97%

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

Similar to CWI and SPGM