CWNIX vs. SPY
Compare and contrast key facts about C WorldWide International Equities Fund (CWNIX) and SPDR S&P 500 ETF (SPY).
CWNIX is managed by C WorldWide. It was launched on Feb 27, 2022. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWNIX or SPY.
Correlation
The correlation between CWNIX and SPY is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CWNIX vs. SPY - Performance Comparison
Key characteristics
Returns By Period
CWNIX
N/A
N/A
N/A
N/A
N/A
N/A
SPY
2.95%
3.78%
11.68%
23.68%
14.09%
13.13%
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CWNIX vs. SPY - Expense Ratio Comparison
CWNIX has a 0.55% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CWNIX vs. SPY — Risk-Adjusted Performance Rank
CWNIX
SPY
CWNIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for C WorldWide International Equities Fund (CWNIX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CWNIX vs. SPY - Dividend Comparison
CWNIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWNIX C WorldWide International Equities Fund | 0.00% | 0.00% | 105.86% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CWNIX vs. SPY - Drawdown Comparison
Volatility
CWNIX vs. SPY - Volatility Comparison
The current volatility for C WorldWide International Equities Fund (CWNIX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.45%. This indicates that CWNIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.