BWX
-0.35 · -1.56%
$22.29 · NYSE ARCA

SPDR® Bloomberg International Treasury Bond ETF (BWX) ETF Analysis | Global Bond

State Street Investment Management · United States
AUM:$1.5B
#– of – in Global Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

BWX returned -2.6% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is BWX?

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to track the fixed-rate local currency sovereign debt of investment grade countries outside the United States.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
BWX returned -2.6% over the past year, reflecting recent market conditions.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 6.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.5B
Expense Ratio0.35%
Dividend Yield2.29%
Holdings8
Inception DateOct 2007
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta1.39
CategoryGlobal Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-5.0%
1Y
-3.8%
3Y
+3.8%
5Y
-20.2%
OpenBook InsightIf you had invested £10,000 in BWX 5 years ago, it would have fallen to £7,977 — a loss of £2,023.

Annual Returns

Calendar year performance

BWX delivered positive returns in 2 of the last 5 calendar years.
YearBWX
2026 YTD-2.5%
2025+8.3%
2024-5.0%
2023+5.3%
2022-18.7%
CAGR 4yr-3.1%
2/5 positive yearsAvg return: -2.5%Worst year: -18.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
7.0%
Low
Momentum
+1.3%
30-day change
Support Level
21.74
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.