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SPDW vs. EIS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SPDW vs. EIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio World ex-US ETF (SPDW) and iShares MSCI Israel ETF (EIS). The values are adjusted to include any dividend payments, if applicable.

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SPDW vs. EIS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPDW
SPDR Portfolio World ex-US ETF
2.79%34.75%3.55%17.81%-15.98%11.45%9.90%22.41%-14.22%25.81%
EIS
iShares MSCI Israel ETF
5.46%45.11%34.50%5.48%-27.05%22.83%12.01%20.93%-4.84%12.77%

Returns By Period

In the year-to-date period, SPDW achieves a 2.79% return, which is significantly lower than EIS's 5.46% return. Over the past 10 years, SPDW has underperformed EIS with an annualized return of 9.30%, while EIS has yielded a comparatively higher 10.84% annualized return.


SPDW

1D
3.30%
1M
-8.46%
YTD
2.79%
6M
8.61%
1Y
29.84%
3Y*
16.03%
5Y*
8.28%
10Y*
9.30%

EIS

1D
5.27%
1M
-2.31%
YTD
5.46%
6M
16.85%
1Y
58.57%
3Y*
30.48%
5Y*
13.80%
10Y*
10.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SPDW vs. EIS - Expense Ratio Comparison

SPDW has a 0.04% expense ratio, which is lower than EIS's 0.59% expense ratio.


Return for Risk

SPDW vs. EIS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPDW
SPDW Risk / Return Rank: 8787
Overall Rank
SPDW Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
SPDW Sortino Ratio Rank: 8888
Sortino Ratio Rank
SPDW Omega Ratio Rank: 8787
Omega Ratio Rank
SPDW Calmar Ratio Rank: 8686
Calmar Ratio Rank
SPDW Martin Ratio Rank: 8787
Martin Ratio Rank

EIS
EIS Risk / Return Rank: 9696
Overall Rank
EIS Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
EIS Sortino Ratio Rank: 9696
Sortino Ratio Rank
EIS Omega Ratio Rank: 9494
Omega Ratio Rank
EIS Calmar Ratio Rank: 9797
Calmar Ratio Rank
EIS Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPDW vs. EIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio World ex-US ETF (SPDW) and iShares MSCI Israel ETF (EIS). 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.


SPDWEISDifference

Sharpe ratio

Return per unit of total volatility

1.71

2.50

-0.79

Sortino ratio

Return per unit of downside risk

2.34

3.36

-1.02

Omega ratio

Gain probability vs. loss probability

1.34

1.43

-0.09

Calmar ratio

Return relative to maximum drawdown

2.49

4.66

-2.17

Martin ratio

Return relative to average drawdown

9.76

17.47

-7.71

SPDW vs. EIS - Sharpe Ratio Comparison

The current SPDW Sharpe Ratio is 1.71, which is lower than the EIS Sharpe Ratio of 2.50. The chart below compares the historical Sharpe Ratios of SPDW and EIS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SPDWEISDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

2.50

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.64

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.52

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.30

-0.09

Correlation

The correlation between SPDW and EIS is 0.66, 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

SPDW vs. EIS - Dividend Comparison

SPDW's dividend yield for the trailing twelve months is around 3.21%, more than EIS's 1.36% yield.


TTM20252024202320222021202020192018201720162015
SPDW
SPDR Portfolio World ex-US ETF
3.21%3.30%3.19%2.75%3.12%3.04%1.87%3.13%3.08%1.86%3.11%2.78%
EIS
iShares MSCI Israel ETF
1.36%1.44%1.38%1.39%1.66%1.04%0.16%2.06%0.87%2.02%1.78%2.55%

Drawdowns

SPDW vs. EIS - Drawdown Comparison

The maximum SPDW drawdown since its inception was -60.02%, which is greater than EIS's maximum drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for SPDW and EIS.


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Drawdown Indicators


SPDWEISDifference

Max Drawdown

Largest peak-to-trough decline

-60.02%

-51.94%

-8.08%

Max Drawdown (1Y)

Largest decline over 1 year

-11.55%

-12.40%

+0.85%

Max Drawdown (5Y)

Largest decline over 5 years

-30.21%

-41.88%

+11.67%

Max Drawdown (10Y)

Largest decline over 10 years

-34.98%

-41.88%

+6.90%

Current Drawdown

Current decline from peak

-8.63%

-7.78%

-0.85%

Average Drawdown

Average peak-to-trough decline

-13.01%

-14.02%

+1.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.94%

3.30%

-0.36%

Volatility

SPDW vs. EIS - Volatility Comparison

The current volatility for SPDR Portfolio World ex-US ETF (SPDW) is 8.31%, while iShares MSCI Israel ETF (EIS) has a volatility of 9.37%. This indicates that SPDW experiences smaller price fluctuations and is considered to be less risky than EIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPDWEISDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.31%

9.37%

-1.06%

Volatility (6M)

Calculated over the trailing 6-month period

11.51%

15.82%

-4.31%

Volatility (1Y)

Calculated over the trailing 1-year period

17.57%

23.60%

-6.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.26%

21.60%

-5.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.15%

20.95%

-3.80%