GWX vs. XLU
Compare and contrast key facts about SPDR S&P International Small Cap ETF (GWX) and Utilities Select Sector SPDR Fund (XLU).
GWX and XLU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998. Both GWX and XLU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
GWX vs. XLU - Performance Comparison
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GWX vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWX SPDR S&P International Small Cap ETF | 5.41% | 35.89% | 0.21% | 10.94% | -19.98% | 9.66% | 13.41% | 18.18% | -18.97% | 28.88% |
XLU Utilities Select Sector SPDR Fund | 8.77% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
Returns By Period
In the year-to-date period, GWX achieves a 5.41% return, which is significantly lower than XLU's 8.77% return. Over the past 10 years, GWX has underperformed XLU with an annualized return of 7.61%, while XLU has yielded a comparatively higher 9.79% annualized return.
GWX
- 1D
- 1.99%
- 1M
- -5.90%
- YTD
- 5.41%
- 6M
- 8.61%
- 1Y
- 38.66%
- 3Y*
- 14.78%
- 5Y*
- 5.52%
- 10Y*
- 7.61%
XLU
- 1D
- 0.48%
- 1M
- -1.98%
- YTD
- 8.77%
- 6M
- 6.26%
- 1Y
- 19.98%
- 3Y*
- 14.30%
- 5Y*
- 10.90%
- 10Y*
- 9.79%
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GWX vs. XLU - Expense Ratio Comparison
GWX has a 0.40% expense ratio, which is higher than XLU's 0.13% expense ratio.
Return for Risk
GWX vs. XLU — Risk / Return Rank
GWX
XLU
GWX vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P International Small Cap ETF (GWX) and Utilities Select Sector SPDR Fund (XLU). 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.
| GWX | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.30 | 1.27 | +1.03 |
Sortino ratioReturn per unit of downside risk | 3.02 | 1.73 | +1.29 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.23 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 3.26 | 2.21 | +1.06 |
Martin ratioReturn relative to average drawdown | 13.14 | 5.31 | +7.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GWX | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | 1.27 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.64 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.51 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.41 | -0.19 |
Correlation
The correlation between GWX and XLU is 0.41, 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.
Dividends
GWX vs. XLU - Dividend Comparison
GWX's dividend yield for the trailing twelve months is around 2.69%, more than XLU's 2.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWX SPDR S&P International Small Cap ETF | 2.69% | 2.83% | 2.71% | 2.64% | 2.71% | 2.75% | 1.74% | 3.41% | 2.94% | 5.18% | 4.21% | 2.67% |
XLU Utilities Select Sector SPDR Fund | 2.58% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Drawdowns
GWX vs. XLU - Drawdown Comparison
The maximum GWX drawdown since its inception was -63.25%, which is greater than XLU's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for GWX and XLU.
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Drawdown Indicators
| GWX | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.25% | -51.98% | -11.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -9.18% | -2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -34.58% | -25.26% | -9.32% |
Max Drawdown (10Y)Largest decline over 10 years | -45.27% | -36.07% | -9.20% |
Current DrawdownCurrent decline from peak | -7.24% | -2.72% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -14.85% | -10.26% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 3.82% | -0.86% |
Volatility
GWX vs. XLU - Volatility Comparison
SPDR S&P International Small Cap ETF (GWX) has a higher volatility of 7.43% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that GWX's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWX | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 5.09% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 10.36% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 15.79% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 17.18% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 19.21% | -1.96% |