CWI - ETF AI Analysis
Top Page
SPDR MSCI ACWI ex-US ETF (CWI)
Rating:58Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many countries, including Japan, the UK, Hong Kong, and several European markets, which helps reduce the impact of problems in any single region.
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Leading Tech and Financial Holdings
Top positions like TSMC, Samsung, ASML, and major global banks have generally delivered strong results, supporting the fund’s overall performance.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not especially high but is also not among the very cheapest ETFs, which slightly reduces net returns over time.
Exposure to Weak Top Holdings
Some large positions, such as Tencent and Roche, have recently lagged, which can drag on the fund’s overall results.
Heavy Weight in Financials and General Sector
A sizable share of the portfolio is tied to financial companies and a broad 'general' category, which could hurt performance if those areas face a downturn.
CWI vs. SPDR S&P 500 ETF (SPY)
AUM2.74B
RegionGlobal Ex-U.S.
Expense Ratio0.30%
Beta0.75
IssuerState Street
Inception DateJan 10, 2007
Dividend Yield2.64%
Asset ClassEquity
Index TrackedMSCI AC World ex USA
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume250,495
30 Day Avg. Volume286,396
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
45.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering891
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 industries and includes well-known names like Taiwan Semiconductor (TSMC), Samsung, ASML, Tencent, HSBC, and Shell. Someone might invest in CWI to diversify beyond the U.S. market and tap into growth in both developed and emerging economies. A key risk is that international stocks can be volatile and can go up or 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’s story is being written largely by its non-U.S. chip giants: TSMC, Samsung, and ASML are all rising, giving the fund a strong semiconductor backbone and helping drive recent gains. Financial heavyweights like HSBC and Royal Bank of Canada are also pulling their weight, adding steady support. On the flip side, Chinese tech leader Tencent has been lagging, and Roche has shown softer momentum, acting as a mild brake. Overall, this is a globally diversified ex-U.S. play, but with a clear tilt toward international tech and big banks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TSMC | 4.61% | $122.47M | $1.87T | 127.67% | 81 Outperform | |
| Samsung Electronics | 2.16% | $57.40M | $1.00T | 300.41% | ― | |
| ASML Holding NV | 1.56% | $41.29M | €453.57B | 97.37% | 76 Outperform | |
| ― | 1.54% | $40.76M | ― | ― | ― | |
| Tencent Holdings | 1.01% | $26.91M | HK$4.28T | -4.46% | 75 Outperform | |
| HSBC Holdings | 0.97% | $25.87M | £233.59B | 60.80% | 80 Outperform | |
| Royal Bank Of Canada | 0.84% | $22.33M | $248.50B | 47.09% | 75 Outperform | |
| Roche Holding AG | 0.83% | $22.15M | $322.26B | 23.92% | 73 Outperform | |
| Shell (UK) | 0.82% | $21.88M | £183.70B | 32.31% | 73 Outperform | |
| Novartis AG | 0.79% | $21.09M | CHF207.83B | 22.50% | 80 Outperform |
CWI Technical Analysis
Positive
―
Price Trends
37.99
Positive
37.82
Positive
35.94
Positive
Market Momentum
0.58
Negative
62.86
Neutral
83.93
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 39.32, equal to the 50-day MA of 37.99, and equal to the 200-day MA of 35.94, indicating a bullish trend. The MACD of 0.58 indicates Negative momentum. The RSI at 62.86 is Neutral, neither overbought nor oversold. The STOCH value of 83.93 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
40.38
10.11
33.40%
VIGI
Vanguard International Dividend Appreciation ETF
―
―
―
ILOW
AB International Low Volatility Equity ETF
―
―
―
CGIC
Capital Group International Core Equity ETF
―
―
―
WCMI
First Trust WCM International Equity ETF
―
―
―
IGRO
iShares International Dividend Growth 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.
DisclaimerThis 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: ―
Table of Contents