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EWX vs EEM

State Street SPDR S&P Emerging Markets Small Cap ETF vs iShares MSCI Emerging Markets ETF

EWX

State Street SPDR S&P Emerging Markets Small Cap ETF

State Street Investment Management

Annual cost

0.65%

Fund size

$717M

EEM

iShares MSCI Emerging Markets ETF

iShares

Annual cost

0.72%

Fund size

$28.1B

Key differences

  • EWX costs 0.07% less per year.
  • EEM is significantly larger than EWX — larger funds tend to be more liquid and less likely to close.
  • EWX is classified as alternative, while EEM is equity — different risk/return profiles.
  • Over the last 3 years, EEM has delivered higher annualized returns.
  • EEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EWXEEM
Annual cost (TER)0.65%0.72%
Fund size (AUM)$717M$28.1B
Since20082003
Dividend yield2.63%1.91%
Asset classalternativeequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+46.1%
CAGR 3Y+16.4%+21.9%
CAGR 5Y+8.9%+7.0%
Sharpe 3Y0.851.00
Volatility 1Y14.60%19.54%
Max drawdown-43.00%-39.82%

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

Similar to EWX and EEM