SPDR Portfolio Developed World ex-US ETF Returns Calculator
Calculate historical returns and project future compounding for SPDR Developed World ex-US (SPDW). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Foreign Large Blend
AUM
$42.32 Billion
Expense Ratio
0.03%
Fund Manager
State Street Global Advisors (SSGA)
SPDR Developed World ex-US (SPDW) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 21.3% CAGR | 5 Years @ 10.3% CAGR | 10 Years @ 9.8% CAGR |
|---|---|---|---|
| $100/mo | $5,072 Invested: $3,600 | $7,881 Invested: $6,000 | $20,429 Invested: $12,000 |
| $250/mo | $12,680 Invested: $9,000 | $19,703 Invested: $15,000 | $51,072 Invested: $30,000 |
| $500/mo | $25,360 Invested: $18,000 | $39,405 Invested: $30,000 | $102,144 Invested: $60,000 |
| $1,000/mo | $50,720 Invested: $36,000 | $78,810 Invested: $60,000 | $204,287 Invested: $120,000 |
| $2,500/mo | $126,801 Invested: $90,000 | $197,025 Invested: $150,000 | $510,718 Invested: $300,000 |
* Projections calculated using actual historical 3-year (21.34%), 5-year (10.34%), and 10-year (9.81%) performance data. Actual mutual fund returns fluctuate with market NAV.
Expert Editorial Analysis & Investment Review
Independent, data-driven assessment of SPDR Portfolio Developed World ex-US ETF covering strategy, benchmark tracking, risk metrics, and suitability for long-term DCA / compounding portfolios.
Fund Overview
SPDR Portfolio Developed World ex-US ETF (SPDW) is the most cost-efficient international equity ETF available to global investors. Managing over $42.0 Billion in assets at an unprecedented 0.03% expense ratio, SPDW delivers complete exposure to developed markets outside the United States.
Tracking the S&P Developed Ex-U.S. BMI Index, SPDW holds over 2,500 companies across Western Europe, Japan, the United Kingdom, Canada, Australia, and Singaporeโincluding world-leading innovators like Novo Nordisk, ASML Holding, Nestlรฉ, Toyota, and SAP.
Who Should Invest
- Global Asset Allocators: Investors implementing standard 3-fund or Boglehead portfolios requiring dedicated international developed equity.
- Currency & Country Diversifiers: Portfolios looking to reduce reliance on the U.S. dollar and domestic market cycles.
- Fee Minimizers: Savers who demand rock-bottom pricing (0.03% vs VEA at 0.05% and IEFA at 0.07%).
Key Strengths
- Lowest Global Fee (0.03%): Maximizes net pass-through dividend yield and compounding.
- Broad International Breadth: Spans thousands of companies across 24+ developed nations.
- Foreign Tax Credit Eligibility: Direct foreign dividend withholding taxes can often be recovered via the U.S. Foreign Tax Credit in taxable brokerage accounts.
- State Street Institutional Scale: Tight bid-ask spreads and deep secondary market liquidity.
International Compounding & Currency Diversification
Adding SPDW to a domestic portfolio provides steady foreign dividend income and vital geographical balance. Explore our returns calculator above to model your multi-asset asset allocation with authentic historical data.
About SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF (SPDW) provides rock-bottom-cost international diversification across developed non-US economies. With over $42 Billion in assets and an ultra-low 0.03% expense ratio, SPDW holds thousands of companies across Europe, Japan, Canada, Australia, and the UK.
Investment Strategy
Passive Indexing โ Replicates the S&P Developed Ex-U.S. BMI Index, covering thousands of large, mid, and small-cap companies across developed international markets excluding the United States.
Key Facts
- Covers thousands of companies across 24+ developed nations outside the US
- Ultra-low 0.03% expense ratio ($3 per year per $10,000 invested)
- Over $42.0 Billion in assets under management
- High dividend yield and global multi-currency exposure
Historical Returns
3-Year CAGR
21.34%
5-Year CAGR
10.34%
10-Year CAGR
9.81%
Benchmark
S&P Developed Ex-U.S. BMI Index
Historical annualized returns as of August 2026. International investing involves currency risks.
Top Holdings & Sector Allocation
As of September 2026, SPDR Developed World ex-US (SPDW)'s portfolio includes:
Top 5 Holdings
- Novo Nordisk A/S (Denmark)
- ASML Holding NV (Netherlands)
- Nestle SA (Switzerland)
- Toyota Motor Corp. (Japan)
- Roche Holding AG (Switzerland)
Sector Allocation
Financials 20.4%, Industrials 16.8%, Healthcare 12.9%, Consumer Discretionary 11.2%, Information Technology 9.5%, Others 29.2%
Risk & Drawdowns
Standard deviation is ~16.0% with currency and international market risk factors.
Experienced -31% drawdown in 2020 and -25% in 2022.
Tax Treatment
Foreign dividend withholding taxes may apply; qualified dividends may generate foreign tax credits in taxable accounts.
Who Should NOT Invest in SPDR Developed World ex-US (SPDW)?
Investors seeking 100% pure domestic U.S. equity exposure.
About the Fund Manager
Managed by State Street Global Advisors international quantitative index group.
Who Is This Fund Suitable For?
Ideal for investors seeking low-cost international equity diversification to hedge U.S. dollar exposure and balance domestic portfolio concentration.
More Funds from SPDR & Similar Schemes
Similar Funds to Consider
- Vanguard FTSE Developed Markets ETF (VEA)
- iShares Core MSCI EAFE ETF (IEFA)
- Schwab International Equity ETF (SCHF)
Or compare side by side using our main SIP calculator โ you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for SPDR Developed World ex-US (SPDW) Investors
- FIRE Calculator โ Plan your retirement corpus with SPDR Developed World ex-US (SPDW) as part of your portfolio
- Cost of Delay Calculator โ See how much delaying your SIP in SPDR Developed World ex-US (SPDW) could cost you
- SIP vs EMI Calculator โ Compare investing in SPDR Developed World ex-US (SPDW) vs paying off loans
Frequently Asked Questions About SPDR Developed World ex-US (SPDW)
What is the historical SIP return of SPDR Developed World ex-US (SPDW)?
Based on the latest data, SPDR Developed World ex-US (SPDW) has delivered an annualized return (CAGR) of 21.34% over 3 years, 10.34% over 5 years, and 9.81% over 10 years. Experienced -31% drawdown in 2020 and -25% in 2022.
How is SPDR Developed World ex-US (SPDW) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in SPDR Developed World ex-US (SPDW) generate over 5 years?
At an estimated annual return rate of 10.34%, a monthly $500 investment ($30,000 total invested) would grow to approximately $39,405 in 5 years, yielding an estimated wealth gain of $9,405. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in SPDR Developed World ex-US (SPDW)?
SPDR Developed World ex-US (SPDW)'s top holdings include Novo Nordisk A/S (Denmark), ASML Holding NV (Netherlands), Nestle SA (Switzerland), and Toyota Motor Corp. (Japan). The fund's sector allocation is Financials 20.4%, Industrials 16.8%, Healthcare 12.9%, Consumer Discretionary 11.2%, Information Technology 9.5%, Others 29.2%.
What is the risk profile of SPDR Developed World ex-US (SPDW)?
Standard deviation is ~16.0% with currency and international market risk factors. This fund may not be suitable for investors seeking 100% pure domestic u.s. equity exposure..
What are the tax implications of investing in SPDR Developed World ex-US (SPDW)?
Foreign dividend withholding taxes may apply; qualified dividends may generate foreign tax credits in taxable accounts.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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