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CWI vs URTH

State Street SPDR MSCI ACWI ex-US ETF vs iShares MSCI World ETF

CWI

State Street SPDR MSCI ACWI ex-US ETF

State Street Investment Management

Annual cost

0.30%

Fund size

$2.7B

URTH

iShares MSCI World ETF

iShares

Annual cost

0.24%

Fund size

$9.2B

Key differences

  • URTH costs 0.06% less per year.
  • URTH is significantly larger than CWI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, URTH has delivered higher annualized returns.
  • CWI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CWIURTH
Annual cost (TER)0.30%0.24%
Fund size (AUM)$2.7B$9.2B
Since20072012
Dividend yield2.73%1.40%
Asset classequityequity
Regionglobal
Strategyindex trackingindex tracking
CAGR 1Y+30.6%+27.3%
CAGR 3Y+18.8%+21.2%
CAGR 5Y+9.1%+12.1%
Sharpe 3Y0.981.17
Volatility 1Y15.25%12.16%
Max drawdown-34.64%-34.01%

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

Similar to CWI and URTH