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EMEQ vs SPEM

Nomura Focused Emerging Markets Equity ETF vs State Street SPDR Portfolio Emerging Markets ETF

EMEQ

Nomura Focused Emerging Markets Equity ETF

Annual cost

0.86%

Fund size

$623M

SPEM

State Street SPDR Portfolio Emerging Markets ETF

Annual cost

0.07%

Fund size

$18.0B

Key differences

Both EMEQ and SPEM are equity ETFs. EMEQ charges 0.86% a year and SPEM 0.07%. The main difference: EMEQ follows a active selection strategy; SPEM uses index tracking.

  • EMEQ follows a active selection strategy; SPEM uses index tracking.
  • SPEM costs 0.79% less per year.
  • SPEM is much larger than EMEQ. Larger funds are usually more liquid and less likely to close.
  • SPEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMEQSPEM
Annual cost (TER)0.86%0.07%
Fund size (AUM)$623M$18.0B
Since20242007
Dividend yield1.64%2.48%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+129.6%+25.3%
CAGR 3YN/A+18.0%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.88
Volatility 1Y34.36%16.44%
Max drawdown-19.24%-36.06%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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