GWX vs. PRIDX
Compare and contrast key facts about SPDR S&P International Small Cap ETF (GWX) and T. Rowe Price International Discovery Fund (PRIDX).
GWX is a passively managed fund by State Street that tracks the performance of the S&P Developed Ex-U.S. Under USD2 Billion Index. It was launched on Apr 20, 2007. PRIDX is managed by T. Rowe Price. It was launched on Dec 29, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWX or PRIDX.
Correlation
The correlation between GWX and PRIDX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GWX vs. PRIDX - Performance Comparison
Key characteristics
GWX:
0.39
PRIDX:
0.51
GWX:
0.63
PRIDX:
0.78
GWX:
1.08
PRIDX:
1.09
GWX:
0.28
PRIDX:
0.16
GWX:
1.26
PRIDX:
1.43
GWX:
4.40%
PRIDX:
4.57%
GWX:
14.20%
PRIDX:
12.92%
GWX:
-63.25%
PRIDX:
-71.20%
GWX:
-13.70%
PRIDX:
-37.29%
Returns By Period
The year-to-date returns for both investments are quite close, with GWX having a 2.13% return and PRIDX slightly higher at 2.16%. Over the past 10 years, GWX has outperformed PRIDX with an annualized return of 4.77%, while PRIDX has yielded a comparatively lower 2.97% annualized return.
GWX
2.13%
2.10%
-3.02%
5.24%
3.65%
4.77%
PRIDX
2.16%
2.21%
-3.39%
7.15%
-0.19%
2.97%
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GWX vs. PRIDX - Expense Ratio Comparison
GWX has a 0.40% expense ratio, which is lower than PRIDX's 1.23% expense ratio.
Risk-Adjusted Performance
GWX vs. PRIDX — Risk-Adjusted Performance Rank
GWX
PRIDX
GWX vs. PRIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P International Small Cap ETF (GWX) and T. Rowe Price International Discovery Fund (PRIDX). 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
GWX vs. PRIDX - Dividend Comparison
GWX's dividend yield for the trailing twelve months is around 2.66%, more than PRIDX's 2.30% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPDR S&P International Small Cap ETF | 2.66% | 2.71% | 2.64% | 2.71% | 2.75% | 1.74% | 3.41% | 2.94% | 5.18% | 4.21% | 2.67% | 13.53% |
T. Rowe Price International Discovery Fund | 2.30% | 2.35% | 1.25% | 0.00% | 0.00% | 0.08% | 0.83% | 0.58% | 0.35% | 0.58% | 0.69% | 0.87% |
Drawdowns
GWX vs. PRIDX - Drawdown Comparison
The maximum GWX drawdown since its inception was -63.25%, smaller than the maximum PRIDX drawdown of -71.20%. Use the drawdown chart below to compare losses from any high point for GWX and PRIDX. For additional features, visit the drawdowns tool.
Volatility
GWX vs. PRIDX - Volatility Comparison
SPDR S&P International Small Cap ETF (GWX) and T. Rowe Price International Discovery Fund (PRIDX) have volatilities of 3.47% and 3.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.