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EWX vs PEMX
State Street SPDR S&P Emerging Markets Small Cap ETF vs Putnam Emerging Markets ex-China ETF
Key differences
- EWX is significantly larger than PEMX — larger funds tend to be more liquid and less likely to close.
- EWX is classified as alternative, while PEMX is equity — different risk/return profiles.
- EWX follows a index tracking strategy; PEMX uses active selection.
- EWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EWX | PEMX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.69% |
| Fund size (AUM) | $717M | $20M |
| Since | 2008 | 2023 |
| Dividend yield | 2.63% | 1.22% |
| Asset class | alternative | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.0% | +62.5% |
| CAGR 3Y | +16.4% | N/A |
| CAGR 5Y | +8.9% | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 14.60% | 21.02% |
| Max drawdown | -43.00% | -14.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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