CWI - ETF AI Analysis

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SPDR MSCI ACWI ex-US ETF (CWI)

Rating:59Neutral

Price Target:―

The SPDR MSCI ACWI ex-US ETF (CWI) has a moderate overall rating, reflecting a mix of strengths and challenges across its holdings. Taiwan Semiconductor Manufacturing Company (TSM) stands out as a key contributor due to its strong financial performance and strategic focus on advanced technologies like AI, which position it well for future growth. Tencent Holdings also adds strength with its robust financials and strategic advancements in AI, supporting long-term growth prospects. However, weaker technical indicators and valuation concerns from holdings like Alibaba and Roche Holding AG may have slightly held back the ETF's rating. The fund's diverse holdings reduce risk, but investors should note its concentration in international markets, which could be sensitive to regional economic fluctuations.

Positive Factors

Strong Top Holdings

Several key holdings, including TSMC, Tencent, and Alibaba, have delivered strong year-to-date performance, supporting the ETF's overall returns.

Global Diversification

The ETF provides exposure to a wide range of countries, reducing reliance on any single geographic market.

Reasonable Expense Ratio

With a relatively low expense ratio of 0.3%, the fund offers cost-efficient access to international markets.

Negative Factors

Underperforming Holdings

Some holdings, such as SAP, have shown weak year-to-date performance, which could drag on the fund's overall returns.

High Financial Sector Exposure

The ETF is heavily weighted toward the financial sector, which may increase vulnerability to sector-specific risks.

Limited U.S. Exposure

With only 14.95% allocated to U.S. companies, the fund may miss out on opportunities in the world's largest economy.

CWI vs. SPDR S&P 500 ETF (SPY)

AUM2.20B

RegionGlobal Ex-U.S.

Expense Ratio0.30%

Beta0.71

IssuerSPDR

Inception DateJan 10, 2007

Dividend Yield3.03%

Asset ClassEquity

Index TrackedMSCI AC World ex USA

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume290,191

30 Day Avg. Volume274,503

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

38.78

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering846

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

CWI Summary

The SPDR MSCI ACWI ex-US ETF (CWI) is an investment fund that focuses on stocks from countries outside the United States, following the MSCI All Country World Index ex-USA. It includes companies from developed and emerging markets, such as TSMC (a leading semiconductor company) and Nestlé (a global food and beverage giant). This ETF is ideal for investors looking to diversify their portfolios internationally and tap into growth opportunities across various industries and regions. However, since it excludes U.S. stocks, its performance can be heavily influenced by global economic conditions and currency fluctuations.

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

The SPDR MSCI ACWI ex-US ETF is leaning heavily on global tech and healthcare giants to drive performance, with TSMC and Alibaba showing steady growth thanks to their strategic focus on AI and advanced technologies. Roche and AstraZeneca are also rising stars, benefiting from strong pipelines and robust revenue growth in pharmaceuticals. However, SAP is lagging behind, weighed down by bearish momentum and valuation concerns. With a clear tilt toward international diversification, the fund captures opportunities across developed and emerging markets, but its reliance on a few key names and sectors could amplify volatility.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
TSM	TSMC	3.69%	$81.20M	$1.20T	43.38%	81 Outperform
0700	Tencent Holdings	1.51%	$33.19M	HK$5.55T	50.27%	75 Outperform
ASML	ASML Holding NV	1.40%	$30.80M	€365.67B	41.47%	76 Outperform
SMSN	Samsung Electronics	1.10%	$24.20M	$462.11B	84.85%	―
9988	Alibaba Group Holding Ltd.	1.03%	$22.66M	HK$2.95T	88.41%	71 Outperform
ROG	Roche Holding AG	0.90%	$19.81M	CHF248.29B	35.94%	73 Outperform
0005	HSBC Holdings	0.84%	$18.49M	HK$1.91T	43.00%	79 Outperform
RY	Royal Bank Of Canada	0.82%	$18.14M	$224.88B	25.42%	75 Outperform
NESN	Nestlé SA	0.82%	$18.10M	CHF200.34B	15.56%	71 Outperform
SAP	SAP SE	0.82%	$18.09M	€246.03B	-12.94%	66 Neutral

CWI Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

34.72

Positive

100DMA

33.85

Positive

200DMA

31.87

Positive

Market Momentum

MACD

0.09

Negative

RSI

59.10

Neutral

STOCH

91.18

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 34.78, equal to the 50-day MA of 34.72, and equal to the 200-day MA of 31.87, indicating a bullish trend. The MACD of 0.09 indicates Negative momentum. The RSI at 59.10 is Neutral, neither overbought nor oversold. The STOCH value of 91.18 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
CWI	―	―	$2.20B	0.30%	―
VIGI	―	―	$8.92B	0.10%	―
CGXU	―	―	$4.36B	0.54%	―
ILOW	―	―	$1.49B	0.50%	―
IGRO	―	―	$1.11B	0.15%	―
APIE	―	―	$951.07M	0.45%	―

Performance Comparison

CWI

SPDR MSCI ACWI ex-US ETF

35.25

7.07

25.09%

VIGI

Vanguard International Dividend Appreciation ETF

―

CGXU

Capital Group International Focus Equity ETF

―

ILOW

AB International Low Volatility Equity ETF

―

IGRO

iShares International Dividend Growth ETF

―

APIE

ActivePassive International Equity ETF

―

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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