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Upturn AI SWOT - About
SPDR® S&P International Small Cap ETF (GWX)
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Upturn Advisory Summary
03/27/2025: GWX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -17.87% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 50243 | Beta 1.06 | 52 Weeks Range 29.31 - 34.04 | Updated Date 03/28/2025 |
52 Weeks Range 29.31 - 34.04 | Updated Date 03/28/2025 |
Upturn AI SWOT
SPDR® S&P International Small Cap ETF
ETF Overview
Overview
The SPDRu00ae S&P International Small Cap ETF (GWX) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Developed Ex-U.S. Under USD2 Billion Index. It focuses on international small-cap equities across developed markets, excluding the United States. Asset allocation is primarily in equities, with the investment strategy replicating the index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs, indicating strong management expertise.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Developed Ex-U.S. Under USD2 Billion Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the S&P Developed Ex-U.S. Under USD2 Billion Index.
Composition The ETF holds stocks of small-capitalization companies located in developed countries outside the United States.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 551142211.21
Competitors
Key Competitors
- VSS
- SCZ
- DLS
Competitive Landscape
The international small-cap ETF market includes several competitors offering similar exposure. GWX competes primarily on tracking the S&P index, while others may use different indexes or weighting methodologies. GWX's advantage lies in its well-known issuer and broad index coverage, but its expense ratio and liquidity may be disadvantages compared to some competitors.
Financial Performance
Historical Performance: Historical performance data needs to be sourced separately and would be presented as time-series returns.
Benchmark Comparison: The ETF's performance should closely track the S&P Developed Ex-U.S. Under USD2 Billion Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
GWX's average trading volume reflects its liquidity, indicating how easily shares can be bought and sold.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept, showing the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators in developed countries (excluding the US), sector growth prospects within these countries, and global market conditions all impact GWX.
Growth Trajectory
GWX's growth depends on the performance of international small-cap equities and any changes to the index or fund strategy.
Moat and Competitive Advantages
Competitive Edge
GWX's competitive edge lies in its focus on international small-cap equities within developed markets, excluding the United States and its association with State Street. This offers investors targeted exposure to a specific segment of the market, allowing for diversification beyond domestic investments. The fund's strategy of replicating the S&P Developed Ex-U.S. Under USD2 Billion Index provides transparency and aligns with a well-known benchmark. It's a solid choice for investors seeking diversification and exposure to international small-cap companies.
Risk Analysis
Volatility
Historical volatility can be calculated based on past price movements and is a key risk metric.
Market Risk
Specific risks include currency fluctuations, political and economic instability in international markets, and the inherent volatility of small-cap equities.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking international diversification and exposure to small-cap equities in developed markets, excluding the United States. They are comfortable with the volatility associated with small-cap stocks and international investing.
Market Risk
GWX is suitable for long-term investors seeking diversification and exposure to international small-cap equities. It may be less suitable for active traders due to its potentially lower trading volume compared to broader market ETFs.
Summary
The SPDRu00ae S&P International Small Cap ETF (GWX) provides targeted exposure to small-cap equities in developed countries outside the United States. It tracks the S&P Developed Ex-U.S. Under USD2 Billion Index, offering a transparent and diversified investment option. The ETF is managed by State Street, a reputable issuer, and is suitable for long-term investors seeking international diversification. Investors should be aware of the risks associated with small-cap stocks and international investing, including currency fluctuations and political instability. GWX presents a solid choice for a specified investment goal with the current AUM providing significant resources for potential return.
Similar Companies
- VSS
- SCZ
- DLS
- XSOE
- EFAS
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- S&P Dow Jones Indices
- Various Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Market share data may not be readily available and is subject to change. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P International Small Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is a float-adjusted market capitalization weighted index designed to define and measure the investable universe of publicly traded small-cap companies, as defined by the index, domiciled in developed countries outside the United States.
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