SPDR® S&P® International Small Cap ETF

Shareclass

SPDR® S&P® International Small Cap ETF (GWX)

Type

Exchange-traded fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

Unranked

Not ranked due to low data coverage

% Equileap coverage

23%

Gender balance in leadership and workforce

19/40

See the score criteria

Equal compensation and work life balance

9/30

See the score criteria

Policies promoting gender equality

14/20

See the score criteria

Commitment, transparency, and accountability

0/10

See the score criteria

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

SPDR® S&P® International Small Cap ETF GWX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Helia Group Ltd
0.04% of assets
$244,789 invested
2. Smartgroup Corporation Ltd
0.08% of assets
$530,794 invested
3. Mony Group PLC
0.09% of assets
$628,223 invested
4. Zip Co Ltd
0.11% of assets
$750,101 invested
5. Borregaard ASA
0.08% of assets
$552,194 invested
6. Abacus Group Stapled (Unit, Ordinary Share) - New
0.05% of assets
$319,634 invested
7. FleetPartners Group Ltd
0.05% of assets
$313,992 invested
8. Lifestyle Communities Ltd
0.04% of assets
$268,904 invested
9. Quilter PLC Ordinary Shares
0.14% of assets
$987,377 invested
10. Gold Road Resources Ltd
0.08% of assets
$515,404 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Summit Real Estate Holdings Ltd
0.03% of assets
$174,184 invested
2. Delek Automotive Systems Ltd
0.01% of assets
$83,333 invested
3. Isras Investments Co Ltd
0.04% of assets
$252,216 invested
4. Stelco Holdings Inc
0.16% of assets
$1.07M invested
5. NTT UD Reit Investment Corp
0.16% of assets
$1.07M invested
6. Weebit Nano Ltd
0.02% of assets
$132,925 invested
7. Renascor Resources Ltd
0.02% of assets
$105,394 invested
8. Universal Entertainment Corp
0.02% of assets
$140,911 invested
9. Menora Mivtachim Holdings Ltd
0.05% of assets
$375,636 invested
10. GungHo Online Entertainment Inc
0.05% of assets
$339,199 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on GWX at Morningstar.com

Gender Equality and Returns

Returns chart for SPDR® S&P® International Small Cap ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

GWX

SPDR® S&P® International Small Cap ETF

Family

State Street

Category

Foreign Small/Mid Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.45% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

GWX

SPDR® S&P® International Small Cap ETF

Family

State Street

Category

Foreign Small/Mid Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.45% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

GWX

SPDR® S&P® International Small Cap ETF

Family

State Street

Category

Foreign Small/Mid Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.45% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 8/31/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
GWX - SPDR® S&P® International Small Cap ETF

11%

-2.76%

5.98%

3.85%

42 / 100 points

Benchmark

18%

2.05%

7.37%

4.29%

56 / 100 points

Fund compared to benchmark

-6.64%

-4.81%

-1.39%

-0.45%

14 / 100 points lower

Find more financial data on GWX at Morningstar.com

What's next?

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