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WXHGState Street · Equity - Global · Equity · Global ex-Australia · Currency hedged

SPDR S&P World ex Australia Carbon Aware (Hedged) ETF

Fee p.a.
0.10%
ASX report
Fund size
A$398m
12m flow A$53m
Yield
6.9%
1 payments / yr
Volatility 3y
14.9%
annualised
Max DD 3y
−18.9%
all-time −36.4%
Listed
2013
5 Aug 2013 · spread 0.17%

Growth of $10,000

Since listing, distributions reinvested
$5k$10k$15k$20k$25k$30k$35k$40k$45k2013201520172019202120232025
$10,000 at listing$41,610 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
1.9%
1.5%
3 months
4.8%
6 months
13.2%
Year to date
11.1%
1 year
19.2%
16.4%
3 years p.a.
18.8%
17.0%
5 years p.a.
10.0%
10.2%
10 years p.a.
12.1%
Since listing p.a.
11.7%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 1.00Vol 1y 13.6%Vol 5y 16.6%Max DD 1y −9.3%Max DD 5y −26.3%Best year 25.7%83% positive years

Calendar-year returns

2014
10.1%
2015
4.5%
2016
9.7%
2017
20.0%
2018
−8.5%
2019
25.7%
2020
10.6%
2021
23.4%
2022
−19.9%
2023
23.7%
2024
19.8%
2025
19.0%
2026
11.1%

Where the money is

Look-through exposure as at 2 Sept 2026 · 687 securities · top 10 = 25.3%

Country

United States65.0%
Japan9.1%
United Kingdom4.3%
Canada3.3%
Switzerland2.9%
South Korea2.6%
Germany2.6%
France1.7%
Netherlands1.5%
Spain1.2%

Sector

Information Technology31.2%
Financials20.8%
Health Care12.5%
Communication Services9.8%
Industrials8.8%
Consumer Discretionary7.0%
Consumer Staples4.3%
Materials2.3%
Real Estate1.8%
Utilities1.6%

Top holdings

100.0%

Top 1 of 687 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
SPDR S&P World ex Australia Carbon Aware ETF
0.07%
99%
0.67
Vanguard Ethically Conscious International Shares Index ETF
0.18%
61%
0.77
Betashares WealthBuilder Global Geared Complex ETF
0.35%
59%
0.74
Betashares Global Shares Currency Hedged ETF
0.11%
58%
0.91
Betashares Global Shares ETF
0.08%
58%
0.75
Betashares Managed Risk Global Shares Complex ETF
0.54%
58%
0.55
Vanguard MSCI Index International Shares ETF
0.18%
56%
0.75
Vanguard MSCI Index International Shares (Hedged) ETF
0.21%
53%
0.92
SPDR MSCI World Quality Mix ETF
0.18%
53%
0.44
iShares Core MSCI World ex Australia ESG ETF
0.09%
53%
0.73
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