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SPDW - ETF AI Analysis
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SPDR Portfolio Developed World ex-US ETF (SPDW)
Rating:62Neutral
Price Target:―
Positive Factors
Very Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Broad International Diversification
Holdings spread across many developed countries like Japan, the UK, and Europe help reduce the impact of problems in any single market.
Generally Positive Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating supportive recent market conditions for its holdings.
Negative Factors
Concentration in Financials and Industrials
A large share of the portfolio is in financial and industrial companies, which can hurt returns if these sectors face a downturn.
Mixed Performance Among Top Holdings
While some leading positions have performed strongly, others have been weak, which can create uneven results for the fund.
Limited Exposure to the U.S. Market
Because the ETF focuses on developed markets outside the U.S., investors relying on it alone may miss out on parts of the U.S. stock market’s performance.
SPDW vs. SPDR S&P 500 ETF (SPY)
AUM36.86B
RegionDeveloped Markets
Expense Ratio0.03%
Beta0.74
IssuerState Street
Inception DateApr 20, 2007
Dividend Yield3.23%
Asset ClassEquity
Index TrackedS&P Developed x United States BMI
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,837,480
30 Day Avg. Volume5,260,873
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
51.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2090
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPDW Summary
SPDR Portfolio Developed World ex-US ETF (SPDW) is a fund that tracks the S&P Developed ex-U.S. Index, giving you broad stock market exposure to developed countries outside the United States, such as Japan, the UK, and Europe. It owns hundreds of companies across many sectors, including well-known names like Toyota and Nestlé. Investors might consider SPDW to diversify beyond the U.S. market and tap into long-term growth in other major economies with one simple investment. A key risk is that international stocks can be volatile and will rise or fall with global markets and currency swings.
How much will it cost me?The SPDR Portfolio Developed World ex-US ETF (SPDW) has an expense ratio of 0.03%, which means you’ll pay $0.30 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs minimal.
What would affect this ETF?SPDW could benefit from global economic growth and technological advancements, especially given its exposure to developed markets and top holdings like ASML and Samsung Electronics. However, it may face challenges from rising interest rates, geopolitical tensions, or sector-specific risks, such as fluctuations in energy prices or regulatory changes in healthcare and financial sectors.
SPDW Top 10 Holdings
SPDW’s story is all about steady strength from overseas blue chips rather than one star stock calling the shots. Samsung and ASML are the main engines, with both riding generally rising trends in global tech, giving the fund a helpful tailwind. On the defensive side, Nestlé has been more of a slow-and-steady contributor than a high flier. Big banks like HSBC, Mitsubishi UFJ, and Royal Bank of Canada add a financial backbone that’s been improving, and the mix spans Europe, Japan, and Canada with no U.S. exposure, keeping the fund firmly anchored abroad.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Samsung Electronics | 1.93% | $710.06M | $812.49B | 224.72% | ― | |
| ASML Holding NV | 1.72% | $631.02M | €450.89B | 82.31% | 76 Outperform | |
| Novartis AG | 0.97% | $358.11M | CHF229.98B | 24.67% | 80 Outperform | |
| AstraZeneca | 0.95% | $349.88M | $297.58B | 20.89% | 80 Outperform | |
| Roche Holding AG | 0.92% | $338.23M | CHF254.35B | 25.81% | 73 Outperform | |
| HSBC Holdings | 0.90% | $329.32M | £205.38B | 40.17% | 80 Outperform | |
| Nestlé SA | 0.87% | $318.96M | CHF202.39B | 2.00% | 71 Outperform | |
| Toyota Motor | 0.87% | $317.90M | ¥45.19T | 26.07% | 80 Outperform | |
| Shell (UK) | 0.85% | $311.01M | £187.41B | 27.85% | 73 Outperform | |
| Royal Bank Of Canada | 0.74% | $271.54M | $227.57B | 49.77% | 75 Outperform |
SPDW Technical Analysis
Negative
―
Price Trends
47.27
Negative
45.21
Positive
42.86
Positive
Market Momentum
-0.40
Positive
32.82
Neutral
18.46
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPDW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 48.12, equal to the 50-day MA of 47.27, and equal to the 200-day MA of 42.86, indicating a neutral trend. The MACD of -0.40 indicates Positive momentum. The RSI at 32.82 is Neutral, neither overbought nor oversold. The STOCH value of 18.46 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPDW.
SPDW Peer Comparison
Comparison Results
Performance Comparison
SPDW
SPDR Portfolio Developed World ex-US ETF
45.41
9.01
24.75%
VEA
Vanguard FTSE Developed Markets ETF
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―
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SCHF
Schwab International Equity ETF
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IDEV
iShares Core MSCI International Developed Markets ETF
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―
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DFAI
Dimensional International Core Equity Market ETF
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―
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AVDE
Avantis 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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