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GWX vs SPY
State Street SPDR S&P International Small Cap ETF vs State Street SPDR S&P 500 ETF Trust
Key differences
- SPY costs 0.31% less per year.
- SPY is significantly larger than GWX — larger funds tend to be more liquid and less likely to close.
- GWX covers global markets; SPY covers north america.
- Over the last 3 years, SPY has delivered higher annualized returns.
- SPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GWX | SPY | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.09% |
| Fund size (AUM) | $912M | $735.1B |
| Since | 2007 | 1993 |
| Dividend yield | 2.54% | 1.03% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.6% | +29.4% |
| CAGR 3Y | +17.2% | +23.1% |
| CAGR 5Y | +6.7% | +14.0% |
| Sharpe 3Y | 0.87 | 1.22 |
| Volatility 1Y | 15.45% | 12.00% |
| Max drawdown | -45.27% | -33.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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