Fund report

US-listed

QWLD

To provide investment results that, before fees and expenses, correspond generally to the total return performance of an index based upon the developed equity markets of the world.
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF
State Street (SPDR)

1,269 holdings as of 2026-06-30 · top 10 = 17.5% · TER 0.30% · P/E 21.9

Add to portfolioStart with this fund, then add the others you hold.
Concentration
Well diversifiedtop 10 = 17.5%
diversifiedconcentrated
GROWTH · PRICE DEVELOPMENTrebased to 0%
Holdings
1,269
as of 2026-06-30
Top 10
17.5%
TER
0.30%
cheaper than 74% of peers
Net assets
US$177M
reported in USD
Largest
2.3%
P / E
21.9
covers 95% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Volatility 1Y
9.7%
Tracked index
MSCI World Factor Mix A-Series Index
How it tracks
Index, sampling
02Valuation and performance
market price return · as of 2026-09-03
1M
+0.5%
3M
+4.7%
6M
+8.1%
YTD
+11.2%
1Y
+15.8%
Valuation1,201 companies covered · weighted, profitable holdings only
21.9
price / earnings
MethodologyCompany-data coverageThe rest is 1% loss-making companies, which carry no P/E by the positive-earner convention; 2% bonds, cash or other non-equity; 1% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
4.5%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 96% by weight
3.24
price / book
covers 86% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-06-30
#CompanyIdentifierWeight
1Microsoft Corp USMSFT
2.3
2Apple Inc USAAPL
2.2
3NVIDIA CORP USNVDA
2.2
4ALPHABET INC USGOOGL
2.2
5META PLATFORMS INC-CLASS A USMETA
1.7
6BROADCOM INC USAVGO
1.7
7ELI LILLY & CO USLLY
1.4
8ASML Holding N.V. NLASML
1.4
9JOHNSON & JOHNSON USJNJ
1.3
10Visa Inc USV
1.1
11Applied Materials Inc USAMAT
1.1
12CISCO SYSTEMS, INC. USCSCO
1.0
13LAM RESEARCH CORPORATION USLRCX
0.8
14Novartis AG CHNOVN
0.8
15THE PROCTER & GAMBLE COMPANY USPG
0.8
16BERKSHIRE HATHAWAY INC. USBRK/B
0.8
17WALMART INC. USWMT
0.8
18Merck & Co Inc USMRK
0.7
19THE COCA-COLA COMPANY USKO
0.7
20Exxon Mobil Corp USXOM
0.7
21Costco Wholesale Corp USCOST
0.6
22Caterpillar Inc USCAT
0.6
23Amphenol Corp USAPH
0.6
24KLA Corp USKLAC
0.6
25JPMorgan Chase & Co USJPM
0.6
26Pepsico, Inc. USPEP
0.6
27Mastercard Inc USMA
0.6
28DUKE ENERGY CORPORATION USDUK
0.5
29THE TJX COMPANIES, INC. USTJX
0.5
30THE SOUTHERN COMPANY USSO
0.5
31AMAZON.COM INC USAMZN
0.5
32Roche Holding AG CHROP SW
0.5
33NETFLIX INC USNFLX
0.5
34Verizon Communications Inc USVZ
0.5
35AT&T Inc UST
0.5
36Cencora Inc USCOR
0.5
37Nestle SA CHNESN
0.4
38Progressive Corp/The USPGR
0.4
39General Electric Co USGE
0.4
40Gilead Sciences Inc USGILD
0.4
41Chubb Limited CHCB
0.4
42AstraZeneca PLC GBAZN
0.4
43Vertex Pharmaceuticals Inc USVRTX
0.4
44MOTOROLA SOLUTIONS, INC. USMSI
0.4
45McKesson Corp USMCK
0.4
46PALANTIR TECHNOLOGIES INC-A USPLTR
0.4
47Bank of America Corp USBAC
0.4
48KDDI Corp JP9433
0.4
49Texas Instruments Inc USTXN
0.4
50McDonald's Corp USMCD
0.4
Add this fund to your portfolio →
04Exposure
Equity 97.6%Cash 2.4%
By sector
Technology25.0%
Financial Services16.7%
Healthcare13.2%
Industrials10.7%
Communication Services9.1%
Consumer Defensive8.0%
Consumer Cyclical6.3%
Utilities3.8%
Energy3.4%
Materials2.6%
Real Estate1.0%
By country
USUnited States66.9%
JPJapan7.5%
CHSwitzerland4.0%
GBUnited Kingdom3.8%
CACanada3.2%
FRFrance2.5%
NLNetherlands2.5%
DEGermany2.2%
CurrencyUSD 67.2% EUR 11.8% JPY 7.5% CHF 4.0% GBP 3.9%
05Similar funds
funds with comparable exposure
VT
the world portfolio (VT)
1,230 shared companies
56.9%compare →
VOO
the S&P 500 (VOO)
444 shared companies
51.8%compare →
VTI
the US total market (VTI)
502 shared companies
49.0%compare →

Ranked by how much of their holdings you already own through this fund. Overlap by weight where shown.

See this fund inside your whole portfolio

Paste every fund you hold and see the companies you actually own, merged across all of them, with overlap, concentration and portfolio P/E. You can also test what adding this ETF would change.

Add to portfolio →