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SPDW vs EMXC

State Street SPDR Portfolio Developed World ex-US ETF vs iShares MSCI Emerging Markets ex China ETF

SPDW

State Street SPDR Portfolio Developed World ex-US ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$38.9B

EMXC

iShares MSCI Emerging Markets ex China ETF

iShares

Annual cost

0.25%

Fund size

$22.1B

Key differences

  • SPDW costs 0.22% less per year.
  • SPDW covers global ex us markets; EMXC covers emerging markets.
  • Over the last 3 years, EMXC has delivered higher annualized returns.
  • SPDW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDWEMXC
Annual cost (TER)0.03%0.25%
Fund size (AUM)$38.9B$22.1B
Since20072017
Dividend yield3.00%2.27%
Asset classequityequity
Regionglobal ex usemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+32.2%+65.4%
CAGR 3Y+18.9%+27.1%
CAGR 5Y+9.7%+12.5%
Sharpe 3Y0.981.25
Volatility 1Y15.57%21.14%
Max drawdown-34.98%-42.81%

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

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