CWI vs VXUS

CWI vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. CWI delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: CWIMore Diversified: VXUS

Side-by-Side Comparison

MetricCWIVXUSWinner
Expense Ratio0.30%0.05%
AUM$2.9B$158.1B
Dividend Yield2.71%2.59%
Holdings1,1568,747
YTD Return+15.28%+15.22%
1Y Return+27.76%+26.86%
3Y Return (annualized)+21.08%+20.34%
5Y Return (annualized)+9.94%+9.38%
Volatility (annualized)17.6%15.1%
Max Drawdown-62.4%-39.9%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
InceptionJan 10, 2007Jan 26, 2011

CWI vs VXUS Performance

State Street SPDR MSCI ACWI ex-US ETF (CWI) is a ETF from SPDR State Street Global Advisors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CWI returned +27.76% while VXUS returned +26.86%. Year to date, CWI is up 15.28% versus a gain of 15.22% for VXUS.

Over three years, CWI compounded at +21.08% per year against +20.34% for VXUS; over five years the annualized figures are +9.94% and +9.38% respectively. Across the full 16-year window we track, VXUS has the edge at +4.89% annualized vs +3.61%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CWI has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -62.4% for CWI and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CWI charges 0.30% per year while VXUS charges 0.05%. On a $10,000 position that is $30 vs $5 annually, a gap of $25 per year that compounds over a long holding period. On income, CWI currently yields 2.71% against 2.59% for VXUS.

Holdings Overlap

39.9%overlap

CWI and VXUS share 770 holdings out of 8214 unique holdings combined, representing a 39.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CWIWeight in VXUSDifference
HSBA:LN0.97%0.72%0.25%
NOVN:SM0.77%0.73%0.04%
AZN:LN0.76%0.71%0.05%
RY:CAProProPro
9988:HKProProPro
SHELProProPro
CBA:AUProProPro
RD:CAProProPro
ABBN:SMProProPro
SU:CAProProPro
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Frequently Asked Questions

Which is cheaper, CWI or VXUS?

CWI has an expense ratio of 0.30% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, CWI or VXUS?

Over the past year CWI returned +27.76% vs +26.86% for VXUS, so CWI leads on 1-year performance. Over the longest common window we track (16 years), CWI annualized +3.61% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, CWI or VXUS?

CWI has been the more volatile fund at 17.6% annualized versus 15.1% for VXUS. Worst drawdown: CWI -62.4% vs VXUS -39.9%.

Should I hold both CWI and VXUS?

CWI and VXUS have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between CWI and VXUS?

CWI and VXUS share 770 common holdings with a 39.9% weight overlap. Combined, they hold 8214 unique securities.

Which pays a higher dividend, CWI or VXUS?

CWI yields 2.71% while VXUS yields 2.59%, so CWI currently pays the higher dividend yield.

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