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EWX vs EMXC

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

EWX

State Street SPDR S&P Emerging Markets Small Cap ETF

State Street Investment Management

Annual cost

0.65%

Fund size

$717M

EMXC

iShares MSCI Emerging Markets ex China ETF

iShares

Annual cost

0.25%

Fund size

$22.1B

Key differences

  • EMXC costs 0.40% less per year.
  • EMXC is significantly larger than EWX — larger funds tend to be more liquid and less likely to close.
  • EWX is classified as alternative, while EMXC is equity — different risk/return profiles.
  • Over the last 3 years, EMXC has delivered higher annualized returns.
  • EWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EWXEMXC
Annual cost (TER)0.65%0.25%
Fund size (AUM)$717M$22.1B
Since20082017
Dividend yield2.63%2.27%
Asset classalternativeequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+65.4%
CAGR 3Y+16.4%+27.1%
CAGR 5Y+8.9%+12.5%
Sharpe 3Y0.851.25
Volatility 1Y14.60%21.14%
Max drawdown-43.00%-42.81%

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

Similar to EWX and EMXC