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PPEM vs EWX

Putnam Panagora ESG Emerging Markets Equity ETF - vs State Street SPDR S&P Emerging Markets Small Cap ETF

PPEM

Putnam Panagora ESG Emerging Markets Equity ETF -

Franklin Templeton Investments

Annual cost

0.60%

Fund size

$7M

EWX

State Street SPDR S&P Emerging Markets Small Cap ETF

State Street Investment Management

Annual cost

0.65%

Fund size

$717M

Key differences

  • PPEM costs 0.05% less per year.
  • EWX is significantly larger than PPEM — larger funds tend to be more liquid and less likely to close.
  • PPEM is classified as equity, while EWX is alternative — different risk/return profiles.
  • Over the last 3 years, PPEM has delivered higher annualized returns.
  • EWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PPEMEWX
Annual cost (TER)0.60%0.65%
Fund size (AUM)$7M$717M
Since20232008
Dividend yield1.93%2.63%
Asset classequityalternative
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+53.9%+28.0%
CAGR 3Y+24.3%+16.4%
CAGR 5YN/A+8.9%
Sharpe 3Y1.090.85
Volatility 1Y20.68%14.60%
Max drawdown-18.44%-43.00%

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

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