CWI - ETF AI Analysis

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SPDR MSCI ACWI ex-US ETF (CWI)

Rating:59Neutral

Price Target:―

CWI, the SPDR MSCI ACWI ex-US ETF, has a solid but not top-tier rating, mainly driven by strong global leaders like TSMC, Novartis, AstraZeneca, and HSBC, which show healthy financial performance, growth potential, and generally supportive technical trends. These high-quality holdings in technology, healthcare, and financials help underpin the fund’s quality, while some names face valuation concerns and signs of overbought or bearish momentum, which can limit upside. The main risk is that the fund is meaningfully exposed to a relatively small group of large international stocks and sectors, so weakness in these key areas could weigh on overall performance.

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)

AUM2.46B

RegionGlobal Ex-U.S.

Expense Ratio0.30%

Beta0.73

IssuerState Street

Inception DateJan 10, 2007

Dividend Yield2.85%

Asset ClassEquity

Index TrackedMSCI AC World ex USA

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume251,265

30 Day Avg. Volume419,549

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

42.44

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering844

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’s story is being written largely by global chip powerhouses: TSMC, Samsung, and ASML are all rising, giving the fund a strong tailwind from the semiconductor and broader tech space outside the U.S. On the flip side, Chinese giants Tencent and Alibaba are losing steam, acting as a drag and reminding investors that sentiment around China remains fragile. Balancing this, steady gains from European health care leaders like Roche, Novartis, and AstraZeneca, plus solid global banks such as HSBC and Royal Bank of Canada, help smooth out the ride across this broadly diversified ex-U.S. portfolio.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
TSM	TSMC	3.98%	$97.02M	$1.48T	104.34%	81 Outperform
SMSN	Samsung Electronics	1.77%	$43.27M	$756.80B	236.85%	―
ASML	ASML Holding NV	1.56%	$37.93M	€438.37B	77.64%	76 Outperform
0700	Tencent Holdings	1.17%	$28.45M	HK$4.66T	5.05%	75 Outperform
ROG	Roche Holding AG	0.95%	$23.04M	CHF265.95B	26.59%	73 Outperform
HSBA	HSBC Holdings	0.92%	$22.45M	£214.86B	46.35%	80 Outperform
NOVN	Novartis AG	0.90%	$22.04M	CHF238.47B	23.59%	80 Outperform
NESN	Nestlé SA	0.81%	$19.78M	CHF202.47B	0.30%	71 Outperform
SHEL	Shell (UK)	0.81%	$19.74M	£180.69B	24.64%	73 Outperform
RY	Royal Bank Of Canada	0.81%	$19.68M	$228.02B	44.65%	75 Outperform

CWI Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

37.95

Negative

100DMA

36.49

Positive

200DMA

34.57

Positive

Market Momentum

MACD

-0.13

Positive

RSI

41.56

Neutral

STOCH

25.98

Neutral

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 undefined is equal to the 20-day moving average (MA) of 38.85, equal to the 50-day MA of 37.95, and equal to the 200-day MA of 34.57, indicating a neutral trend. The MACD of -0.13 indicates Positive momentum. The RSI at 41.56 is Neutral, neither overbought nor oversold. The STOCH value of 25.98 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	―	―	$2.46B	0.30%	59 Neutral
VIGI	―	―	$8.92B	0.07%	65 Neutral
ILOW	―	―	$1.66B	0.50%	60 Neutral
CGIC	―	―	$1.48B	0.54%	61 Neutral
IGRO	―	―	$1.19B	0.15%	63 Neutral
IDVO	―	―	$1.03B	0.65%	69 Neutral

Performance Comparison

CWI

SPDR MSCI ACWI ex-US ETF

37.53

8.85

30.86%

VIGI

Vanguard International Dividend Appreciation ETF

―

ILOW

AB International Low Volatility Equity ETF

―

CGIC

Capital Group International Core Equity ETF

―

IGRO

iShares International Dividend Growth ETF

―

IDVO

Amplify International Enhanced Dividend Income 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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