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SPGM vs EMXC

State Street SPDR Portfolio MSCI Global Stock Market ETF vs iShares MSCI Emerging Markets ex China ETF

SPGM

State Street SPDR Portfolio MSCI Global Stock Market ETF

State Street Investment Management

Annual cost

0.09%

Fund size

$1.6B

EMXC

iShares MSCI Emerging Markets ex China ETF

iShares

Annual cost

0.25%

Fund size

$22.1B

Key differences

  • SPGM costs 0.16% less per year.
  • EMXC is significantly larger than SPGM — larger funds tend to be more liquid and less likely to close.
  • SPGM covers global markets; EMXC covers emerging markets.
  • Over the last 3 years, EMXC has delivered higher annualized returns.
  • SPGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPGMEMXC
Annual cost (TER)0.09%0.25%
Fund size (AUM)$1.6B$22.1B
Since20122017
Dividend yield1.75%2.27%
Asset classequityequity
Regionglobalemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+33.8%+65.4%
CAGR 3Y+21.9%+27.1%
CAGR 5Y+12.0%+12.5%
Sharpe 3Y1.201.25
Volatility 1Y12.96%21.14%
Max drawdown-33.97%-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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