SPDR S&P Emerging Markets Small Cap ETF (EWX)
EWX is a passive ETF by State Street tracking the investment results of the S&P Emerging Markets Under USD2 Billion Index. EWX launched on May 12, 2008 and has a 0.65% expense ratio.
ETF Info
| ISIN | US78463X7562 |
|---|---|
| CUSIP | 78463X756 |
| Issuer | State Street |
| Inception Date | May 12, 2008 |
| Region | Emerging Markets (Broad) |
| Category | Emerging Markets Equities |
| Leveraged | 1x |
| Index Tracked | S&P Emerging Markets Under USD2 Billion Index |
| Home Page | www.ssga.com |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
EWX features an expense ratio of 0.65%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: EWX vs. FEMS, EWX vs. EEMS, EWX vs. EYLD, EWX vs. FM, EWX vs. EWT, EWX vs. SCHD, EWX vs. VWO, EWX vs. DEM, EWX vs. QQQ, EWX vs. FNDE
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR S&P Emerging Markets Small Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SPDR S&P Emerging Markets Small Cap ETF had a return of 10.09% year-to-date (YTD) and 18.55% in the last 12 months. Over the past 10 years, SPDR S&P Emerging Markets Small Cap ETF had an annualized return of 5.57%, while the S&P 500 had an annualized return of 11.43%, indicating that SPDR S&P Emerging Markets Small Cap ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.09% | 25.82% |
| 1 month | 0.36% | 3.20% |
| 6 months | 8.35% | 14.94% |
| 1 year | 18.55% | 35.92% |
| 5 years (annualized) | 9.67% | 14.22% |
| 10 years (annualized) | 5.57% | 11.43% |
Monthly Returns
The table below presents the monthly returns of EWX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.93% | 3.23% | -0.34% | 1.67% | 1.50% | 1.37% | 0.71% | 0.74% | 6.16% | -1.76% | 10.09% | ||
| 2023 | 6.33% | -3.21% | 0.56% | 0.43% | 0.63% | 3.52% | 5.37% | -1.72% | -1.65% | -3.61% | 8.03% | 2.89% | 18.16% |
| 2022 | -2.98% | -2.12% | 0.62% | -6.32% | -0.49% | -6.71% | 1.77% | 1.07% | -8.95% | -0.09% | 10.72% | -1.25% | -14.99% |
| 2021 | -0.70% | 6.10% | 1.82% | 5.58% | 1.68% | 3.90% | -2.05% | 1.03% | -3.35% | 1.11% | -1.06% | 3.19% | 18.15% |
| 2020 | -5.17% | -4.69% | -20.47% | 10.15% | 4.22% | 8.35% | 7.03% | 3.52% | -1.90% | -0.97% | 12.45% | 6.12% | 14.84% |
| 2019 | 8.15% | -0.81% | 1.41% | 1.03% | -4.15% | 4.55% | -0.34% | -2.92% | 0.44% | 2.74% | -1.01% | 6.18% | 15.59% |
| 2018 | 5.25% | -4.49% | 0.42% | -2.61% | -1.12% | -5.30% | 1.79% | -3.23% | -4.17% | -8.08% | 5.20% | -3.31% | -18.75% |
| 2017 | 6.62% | 3.94% | 3.09% | 1.74% | -0.26% | 1.70% | 3.19% | 3.07% | -0.18% | 2.70% | 0.43% | 3.88% | 34.12% |
| 2016 | -6.52% | 0.99% | 9.27% | 0.90% | -3.36% | 4.15% | 5.34% | 1.81% | 2.25% | -0.37% | -4.26% | -1.49% | 7.94% |
| 2015 | -0.99% | 3.37% | -1.39% | 5.99% | 0.48% | -4.98% | -7.33% | -10.97% | -0.51% | 6.17% | -0.89% | -0.71% | -12.41% |
| 2014 | -6.12% | 5.46% | 3.24% | -0.53% | 3.62% | 3.50% | -1.09% | 2.69% | -6.11% | -1.52% | -1.27% | -2.97% | -1.88% |
| 2013 | 2.53% | -0.50% | 0.80% | 2.31% | -1.69% | -7.97% | 1.45% | -4.05% | 6.19% | 3.89% | -0.66% | 0.41% | 1.96% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EWX is 39, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P Emerging Markets Small Cap ETF (EWX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR S&P Emerging Markets Small Cap ETF provided a 2.07% dividend yield over the last twelve months, with an annual payout of $1.28 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.28 | $1.31 | $1.47 | $1.64 | $1.16 | $1.26 | $1.33 | $1.20 | $0.98 | $1.15 | $1.21 | $1.08 |
Dividend yield | 2.07% | 2.32% | 3.00% | 2.77% | 2.24% | 2.73% | 3.26% | 2.30% | 2.46% | 3.04% | 2.74% | 2.33% |
Monthly Dividends
The table displays the monthly dividend distributions for SPDR S&P Emerging Markets Small Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $1.31 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $1.47 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $1.64 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $1.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $1.26 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $1.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $1.20 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.98 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $1.15 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $1.21 |
| 2013 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $1.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR S&P Emerging Markets Small Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SPDR S&P Emerging Markets Small Cap ETF was 63.90%, occurring on Nov 20, 2008. Recovery took 450 trading sessions.
The current SPDR S&P Emerging Markets Small Cap ETF drawdown is 4.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.9% | May 20, 2008 | 130 | Nov 20, 2008 | 450 | Sep 13, 2010 | 580 |
| -42.99% | Jan 29, 2018 | 541 | Mar 23, 2020 | 195 | Dec 29, 2020 | 736 |
| -34.11% | Jan 6, 2011 | 241 | Dec 19, 2011 | 681 | Sep 5, 2014 | 922 |
| -31.87% | Sep 8, 2014 | 343 | Jan 15, 2016 | 376 | Jul 14, 2017 | 719 |
| -24.67% | Jul 13, 2021 | 319 | Oct 14, 2022 | 371 | Apr 9, 2024 | 690 |
Volatility
Volatility Chart
The current SPDR S&P Emerging Markets Small Cap ETF volatility is 4.91%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.