CWI - ETF AI Analysis
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SPDR MSCI ACWI ex-US ETF (CWI)
CWI, the SPDR MSCI ACWI ex-US ETF, has a solid overall rating driven largely by strong international leaders like TSMC, ASML, HSBC, Royal Bank of Canada, Novartis, Tencent, Roche, and Nestlé, which all show healthy financial performance and generally supportive earnings trends. The biggest risk factor is the fund’s meaningful exposure to a handful of large tech and financial names, where issues like high valuations, potential overbought conditions, and periods of bearish momentum could add volatility and slightly hold back the ETF’s overall appeal.
CWI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.87B
- Region
- Global Ex-U.S.
- Expense Ratio
- 0.30%
- Beta
- 0.76
- Issuer
- State Street
- Inception Date
- Jan 10, 2007
- Dividend Yield
- 2.79%
- Asset Class
- Equity
- Index Tracked
- MSCI AC World ex USA
CWI Summary
CWI is the SPDR MSCI ACWI ex-US ETF, which follows the MSCI All Country World ex USA index. It invests in stocks from many countries like Japan, the UK, and Canada, and covers a wide mix of sectors, including financials, technology, and consumer companies. Well-known holdings include Taiwan Semiconductor (TSMC), Samsung Electronics, Nestlé, and HSBC. Someone might invest in CWI to diversify beyond the U.S. and tap into growth in both developed and emerging markets around the world. A key risk is that international stocks can be volatile and their prices can go up and down with global markets and currency swings.
How much will it cost me?
The SPDR MSCI ACWI ex-US ETF (CWI) has an expense ratio of 0.3%, which means you’ll pay $3 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it provides broad international exposure across developed and emerging markets, which can involve higher costs for tracking and managing the index.
What would affect this ETF?
The SPDR MSCI ACWI ex-US ETF could benefit from global economic growth, particularly in emerging markets, and advancements in technology and healthcare sectors, which are among its top holdings. However, it may face challenges from geopolitical tensions, regulatory changes in key regions, or economic slowdowns in major markets outside the U.S. Additionally, fluctuations in currency exchange rates could impact returns for U.S.-based investors.
CWI Top 10 Holdings
CWI is leaning heavily on global semiconductors, with TSMC, Samsung, ASML, and SK hynix forming the engine of the fund. These chip giants have delivered strong year-to-date gains but have been mixed to lagging in the most recent stretch, so they’re no longer sprinting. Financials like HSBC and Royal Bank of Canada are steadier contributors, helping smooth out the ride, while Tencent and Nestlé have been dragging performance. Overall, it’s a globally diversified, ex-U.S. portfolio, but with a clear tech-and-chips heartbeat.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 TSM | TSMC | 1.85% | $53.03M | $1.88T | 33.94% | 81Outperform |
 GB:SMSN | Samsung Electronics | 2.37% | $67.95M | $1.07T | 127.79% | ―― |
 NL:ASML | ASML Holding NV | 1.84% | $52.85M | EUR 539.67B | 50.70% | 76Outperform |
 KR:000660 | SK hynix Inc. | 1.72% | $49.17M | KRW 1033.53T | 149.65% | ―― |
 GB:HSBA | HSBC Holdings | 0.88% | $25.20M | GBP 218.81B | 19.37% | 80Outperform |
 HK:0700 | Tencent Holdings | 0.78% | $22.45M | HKD 3.46T | -41.08% | 75Outperform |
 RY | Royal Bank Of Canada | ― | ― | ― | ― | 75Outperform |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 CH:NOVN | Novartis AG | 0.82% | $23.40M | CHF 244.89B | 35.30% | 80Outperform |
 CH:NESN | Nestlé SA | 0.71% | $20.44M | CHF 217.87B | 9.36% | 71Outperform |
CWI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CWI, the sentiment is Negative. The current price of 39.23 is below the 20-day moving average (MA) of 39.88, below the 50-day MA of 40.61, and below the 200-day MA of 39.36, indicating a bearish trend. The MACD of -0.31 indicates Negative momentum. The RSI at 39.03 is Neutral, neither overbought nor oversold. The STOCH value of 58.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CWI.
CWI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CWI | $39.23 | $41.00(4.51% Upside) | $2.87B | 0.30% | 58Neutral |
 VIGI | $98.17 | $112.84(14.95% Upside) | $9.19B | 0.07% | 67Neutral |
 CGIC | $34.83 | $43.81(25.79% Upside) | $2.56B | 0.54% | 59Neutral |
 WCMI | $18.27 | $24.18(32.36% Upside) | $2.23B | 0.85% | 60Neutral |
 ILOW | $46.26 | $53.31(15.23% Upside) | $1.84B | 0.50% | 61Neutral |
 IDVO | $39.65 | $48.48(22.26% Upside) | $1.40B | 0.65% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CWI | SPDR MSCI ACWI ex-US ETF | 39.23 | 4.60 | 13.29% | |
| VIGI | Vanguard International Dividend Appreciation ETF | 98.17 | 10.91 | 12.51% | |
| CGIC | Capital Group International Core Equity ETF | 34.83 | 4.11 | 13.39% | |
| WCMI | First Trust WCM International Equity ETF | 18.27 | 1.55 | 9.26% | |
| ILOW | AB International Low Volatility Equity ETF | 46.26 | 4.93 | 11.92% | |
| IDVO | Amplify International Enhanced Dividend Income ETF | 39.65 | 3.94 | 11.02% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.