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CWI - ETF AI Analysis
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SPDR MSCI ACWI ex-US ETF (CWI)
Rating:59Neutral
Price Target:―
Positive Factors
Broad International Diversification
The ETF spreads its investments across many countries outside the U.S., which helps reduce the impact of problems in any single market.
Balanced Sector Mix
Holdings are spread across financials, industrials, technology, health care, and other sectors, limiting reliance on any one part of the economy.
Generally Strong Top Holdings Performance
Several of the largest positions, including major chipmakers and global health care companies, have shown strong gains so far this year, supporting the fund’s overall results.
Negative Factors
Moderate Concentration in Financials
With a large share of assets in financial stocks, the fund can be more sensitive to banking and interest-rate risks.
Exposure to Weak Chinese Tech Names
Some key Chinese technology holdings, such as Tencent, have shown weak recent performance, which can drag on returns.
Mixed Performance Among Top Holdings
A few notable positions, including Royal Bank of Canada and AstraZeneca, have been lagging, which offsets some of the strength from better-performing stocks.
CWI vs. SPDR S&P 500 ETF (SPY)
AUM2.57B
RegionGlobal Ex-U.S.
Expense Ratio0.30%
Beta0.70
IssuerState Street
Inception DateJan 10, 2007
Dividend Yield2.73%
Asset ClassEquity
Index TrackedMSCI AC World ex USA
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume339,818
30 Day Avg. Volume434,860
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
42.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering851
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CWI Summary
CWI is an ETF that follows the MSCI All Country World ex USA Index, meaning it invests in stocks from many countries around the world but leaves out U.S. companies. It holds a wide mix of sectors like financials, technology, and industrials, and includes well-known names such as TSMC and Samsung Electronics. Investors might consider CWI to diversify beyond the U.S. and tap into growth in both developed and emerging markets. A key risk is that international stocks can be volatile and may rise or fall differently from the U.S. market.
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 the global semiconductor boom, with TSMC, ASML, and Samsung acting as the main engines pushing the fund higher as chip demand and AI themes stay in the spotlight. Chinese tech is more of a mixed bag: Tencent has been lagging and occasionally puts a brake on returns, while Alibaba has shown a tentative rebound. Big non-U.S. banks like HSBC and Royal Bank of Canada, along with steady pharma names such as Roche and Novartis, add a more defensive layer, giving this ex-U.S. global mix a broad, diversified backbone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TSMC | 4.10% | $105.38M | $1.58T | 79.68% | 81 Outperform | |
| Samsung Electronics | 1.67% | $43.02M | $808.25B | 216.96% | ― | |
| ASML Holding NV | 1.56% | $40.05M | €454.71B | 61.10% | 76 Outperform | |
| Tencent Holdings | 1.14% | $29.38M | HK$4.80T | 9.89% | 75 Outperform | |
| Roche Holding AG | 0.96% | $24.67M | CHF287.83B | 46.49% | 73 Outperform | |
| Alibaba Group Holding Ltd. | 0.92% | $23.60M | HK$2.61T | 25.22% | 70 Outperform | |
| HSBC Holdings | 0.91% | $23.34M | £212.73B | 42.42% | 80 Outperform | |
| Novartis AG | 0.87% | $22.48M | CHF238.17B | 31.22% | 80 Outperform | |
| AstraZeneca | 0.80% | $20.53M | £234.40B | 29.12% | 80 Outperform | |
| Royal Bank Of Canada | 0.79% | $20.43M | $237.50B | 42.36% | 75 Outperform |
CWI Technical Analysis
Positive
―
Price Trends
36.90
Positive
35.79
Positive
33.88
Positive
Market Momentum
0.64
Negative
65.95
Neutral
83.27
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CWI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.14, equal to the 50-day MA of 36.90, and equal to the 200-day MA of 33.88, indicating a bullish trend. The MACD of 0.64 indicates Negative momentum. The RSI at 65.95 is Neutral, neither overbought nor oversold. The STOCH value of 83.27 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CWI.
CWI Peer Comparison
Comparison Results
Performance Comparison
CWI
SPDR MSCI ACWI ex-US ETF
39.13
10.06
34.61%
VIGI
Vanguard International Dividend Appreciation ETF
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ILOW
AB International Low Volatility Equity ETF
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CGIC
Capital Group International Core Equity ETF
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IGRO
iShares International Dividend Growth ETF
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APIE
ActivePassive International Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
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.Date of analysis: ―
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