Find A Portfolio/Ticker
Comparison Box
GWX: SPDR S&P International Small Cap ETF (ETF)
Basic Info 37.13 0.05(0.13%) July 01
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 04/26/2007 |
| Last Dividend Date: | 06/23/2025 |
| 12-Mo. Yield | 2.78% |
| Expenses | 0.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/26/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 21.5 | 20.1 | 11.0 | 8.9 | 5.2 | 6.9 | 3.7 | 0.2 | 11.0 | -20.0 | 9.7 | 13.4 | 18.2 | -18.9 | 28.9 | 7.1 | 6.2 | -7.8 | 21.9 | 16.3 | -15.7 | 24.9 | 38.5 | -44.8 | -1.7 |
| Sharpe Ratio | NA | 2.44 | 0.96 | 0.45 | 0.43 | 0.21 | NA | 0.13 | -0.24 | 0.51 | -0.97 | 0.68 | 0.41 | 1.48 | -1.4 | 3.91 | 0.45 | 0.44 | -0.69 | 1.62 | 1.01 | -0.56 | 1.14 | 1.35 | -1.06 | -0.28 |
| Draw Down(%) | NA | 12.6 | 14.7 | 19.1 | 34.6 | 45.3 | NA | 63.2 | 9.6 | 14.6 | 31.3 | 9.7 | 39.2 | 9.4 | 27.6 | 2.2 | 11.9 | 14.0 | 15.6 | 11.1 | 16.3 | 25.8 | 17.0 | 26.9 | 56.3 | 13.8 |
| Standard Deviation(%) | NA | 18.6 | 17.1 | 16.6 | 16.7 | 17.5 | NA | 20.9 | 14.2 | 14.3 | 22.2 | 14.2 | 32.1 | 11.3 | 14.6 | 7.2 | 15.3 | 14.0 | 11.3 | 13.5 | 16.2 | 28.0 | 21.8 | 28.5 | 43.1 | 19.8 |
| Treynor Ratio | NA | 0.49 | 0.17 | 0.08 | 0.07 | 0.04 | NA | 0.03 | -0.03 | 0.07 | -0.22 | 0.1 | 0.19 | 0.18 | -0.2 | 0.36 | 0.09 | 0.07 | -0.09 | 0.22 | 0.17 | -0.15 | 0.25 | 0.36 | -0.38 | -0.05 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | 0.0 | NA | 0.0 | -0.03 | -0.02 | -0.05 | -0.02 | 0.06 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | -0.02 | -0.03 | -0.02 | 0.01 | 0.02 | -0.01 | 0.04 | 0.05 |
| Beta | NA | 0.93 | 0.96 | 0.97 | 0.96 | 0.86 | NA | 0.97 | 0.99 | 0.99 | 0.99 | 0.94 | 0.68 | 0.92 | 1.0 | 0.78 | 0.75 | 0.91 | 0.83 | 0.99 | 0.94 | 1.04 | 0.99 | 1.06 | 1.22 | 1.04 |
| RSquared | NA | 0.87 | 0.88 | 0.89 | 0.88 | 0.69 | NA | 0.76 | 0.88 | 0.87 | 0.91 | 0.86 | 0.38 | 0.83 | 0.87 | 0.75 | 0.78 | 0.84 | 0.84 | 0.83 | 0.92 | 0.94 | 0.87 | 0.86 | 0.77 | 0.73 |
| Yield(%) | N/A | 1.6 | 2.8 | 2.9 | 3.1 | 3.3 | 4.8 | N/A | 2.7 | 2.9 | 2.1 | 2.9 | 1.9 | 3.9 | 2.3 | 6.3 | 4.4 | 2.7 | 11.2 | 3.5 | 3.0 | 2.6 | 2.8 | 2.0 | 1.0 | 2.3 |
| Dividend Growth(%) | N/A | -41.7 | 8.8 | -7.2 | -28.3 | N/A | N/A | N/A | 0.4 | 5.3 | -23.2 | 68.1 | -43.3 | 32.7 | -55.4 | 50.6 | 62.2 | -79.6 | 259.3 | 34.6 | -6.7 | 12.5 | 93.1 | 5.3 | -56.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Small/Mid Blend
Best Mutual Funds
- DFISX (INTERNATIONAL SMALL COMPANY PORTFOLIO INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) 0.08% (100%)
- IEGIX (INVESCO INTERNATIONAL SMALL COMPANY FUND CLASS R5) 0.42% (92%)
- VINEX (VANGUARD INTERNATIONAL EXPLORER FUND INVESTOR SHARES) 0.15% (89%)
- SAISX (SA International Small Company) 0.08% (86%)
- OAKEX (OAKMARK INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) 0.22% (84%)
- LINYX (LORD ABBETT INTERNATIONAL OPPORTUNITIES FUND CLASS I) 0.18% (81%)
- COIIX (CALVERT INTERNATIONAL OPPORTUNITIES FUND CLASS I) 0.0% (78%)
- JSCIX (INTERNATIONAL SMALL COMPANY FUND CLASS I) 0.0% (73%)
- MISIX (VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND (FORMERLY VICTORY MUNDER INTERNATIONAL SMALL-CAP FUND) CLASS I) 0.27% (68%)
- SFILX (SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) 0.13% (59%)
Best ETFs
- GWX (SPDR S&P International Small Cap ETF) 0.13% (97%)
- SCZ (iShares MSCI EAFE Small-Cap ETF) 0.08% (95%)
- SCHC (Schwab International Small-Cap Equity ETF) 0.33% (43%)
- VSS (Vanguard FTSE All-World ex-US Small-Cap ETF) 0.10% (41%)
- FNDC (Schwab Fundamental International Small Equity ETF) 0.17% (3%)
Latest Articles Related to GWX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
