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EMHC vs BWZ

State Street SPDR Bloomberg Emerging Markets USD Bond ETF vs State Street SPDR Bloomberg Short Term International Treasury Bond ETF

EMHC

State Street SPDR Bloomberg Emerging Markets USD Bond ETF

State Street Investment Management

Annual cost

0.23%

Fund size

$252M

BWZ

State Street SPDR Bloomberg Short Term International Treasury Bond ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$324M

Key differences

  • EMHC costs 0.12% less per year.
  • Over the last 3 years, EMHC has delivered higher annualized returns.
  • BWZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMHCBWZ
Annual cost (TER)0.23%0.35%
Fund size (AUM)$252M$324M
Since20212009
Dividend yield6.13%2.02%
Asset classfixed incomefixed income
Regionemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+11.8%+0.5%
CAGR 3Y+8.6%+2.2%
CAGR 5Y+1.5%-2.0%
Sharpe 3Y0.69-0.14
Volatility 1Y5.42%7.03%
Max drawdown-28.03%-24.89%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EMHC and BWZ