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EWX vs SPEM

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

SPEM

State Street SPDR Portfolio Emerging Markets ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$17.3B

Key differences

  • SPEM costs 0.58% less per year.
  • SPEM is significantly larger than EWX — larger funds tend to be more liquid and less likely to close.
  • EWX is classified as alternative, while SPEM is equity — different risk/return profiles.
  • Over the last 3 years, SPEM has delivered higher annualized returns.

Side-by-side comparison

EWXSPEM
Annual cost (TER)0.65%0.07%
Fund size (AUM)$717M$17.3B
Since20082007
Dividend yield2.63%2.58%
Asset classalternativeequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+27.2%
CAGR 3Y+16.4%+17.9%
CAGR 5Y+8.9%+6.5%
Sharpe 3Y0.850.89
Volatility 1Y14.60%15.75%
Max drawdown-43.00%-36.06%

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

Similar to EWX and SPEM