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SPEM vs XSOE
State Street SPDR Portfolio Emerging Markets ETF vs WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
Key differences
- SPEM costs 0.25% less per year.
- SPEM is significantly larger than XSOE — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XSOE has delivered higher annualized returns.
- SPEM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPEM | XSOE | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.32% |
| Fund size (AUM) | $17.3B | $2.0B |
| Since | 2007 | 2014 |
| Dividend yield | 2.58% | 1.43% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.3% | +44.9% |
| CAGR 3Y | +19.0% | +21.5% |
| CAGR 5Y | +6.6% | +5.1% |
| Sharpe 3Y | 0.95 | 0.98 |
| Volatility 1Y | 15.88% | 19.29% |
| Max drawdown | -36.06% | -45.23% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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