QWLD
+7.02 · +5.03%
$146.59 · NYSE ARCA

SPDR® MSCI World StrategicFactors ETF (QWLD) ETF Analysis | Global Large-Stock Blend

State Street Investment Management · United States
AUM:$189.8M
#– of – in Global Large-Stock Blend 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

Up 18.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.30% — competitive for the exposure provided.

What is QWLD?

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 captures large-and mid-cap representation across 23 developed countries and aims to represent the performance of value, low volatility, and quality factor strategies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
QWLD delivered 18.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.30% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 15.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$189.8M
Expense Ratio0.30%
Dividend Yield1.79%
Holdings50
Inception DateJun 2014
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta0.82
CategoryGlobal Large-Stock Blend
CurrencyUSD
Portfolio Impact

How would QWLD affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.9%
1Y
+16.3%
3Y
+57.8%
5Y
+59.8%
OpenBook InsightIf you had invested £10,000 in QWLD 5 years ago, it would have grown to £15,983 — a gain of £5,983.

Annual Returns

Calendar year performance

QWLD delivered positive returns in 4 of the last 5 calendar years.
YearQWLD
2026 YTD+10.6%
2025+18.2%
2024+14.7%
2023+19.3%
2022-13.4%
CAGR 4yr+8.8%
4/5 positive yearsAvg return: +9.9%Worst year: -13.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.1%
Low
Momentum
+4.2%
30-day change
Support Level
156.24
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.