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SPWO vs ITOT

SP Funds S&P World ETF vs iShares Core S&P Total U.S. Stock Market ETF

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares

Annual cost

0.03%

Fund size

$88.9B

Key differences

  • ITOT costs 0.52% less per year.
  • ITOT is significantly larger than SPWO — larger funds tend to be more liquid and less likely to close.
  • SPWO covers global markets; ITOT covers north america.
  • ITOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOITOT
Annual cost (TER)0.55%0.03%
Fund size (AUM)$156M$88.9B
Since20232004
Dividend yield1.13%1.03%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.8%+29.5%
CAGR 3YN/A+22.8%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.20
Volatility 1Y19.36%12.36%
Max drawdown-18.02%-35.00%

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

Similar to SPWO and ITOT