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SPDR S&P Emerging Markets Small Cap ETF (EWX)

ETF · Currency in USD · Last updated Aug 6, 2022

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

ISINUS78463X7562
CUSIP78463X756
IssuerState Street
Inception DateMay 12, 2008
RegionEmerging Markets (Broad)
CategoryEmerging Markets Equities
Expense Ratio0.65%
Index TrackedS&P Emerging Markets Under USD2 Billion Index
ETF Home Pagewww.ssga.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Trading Data

Previous Close$49.34
Year Range$46.82 - $59.06
EMA (50)$49.40
EMA (200)$53.28
Average Volume$65.36K

EWXShare Price Chart


Chart placeholderClick Calculate to get results

EWXPerformance

The chart shows the growth of $10,000 invested in SPDR S&P Emerging Markets Small Cap ETF in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,415 for a total return of roughly 44.15%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%MarchAprilMayJuneJulyAugust
-13.27%
-7.56%
EWX (SPDR S&P Emerging Markets Small Cap ETF)
Benchmark (^GSPC)

EWXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M3.79%8.19%
6M-12.68%-7.42%
YTD-15.72%-13.03%
1Y-15.58%-5.85%
5Y3.22%10.86%
10Y4.23%11.53%

EWXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-2.98%-2.12%0.62%-6.32%-0.49%-6.71%1.77%-0.34%
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%
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%
20198.15%-0.81%1.41%1.03%-4.15%4.55%-0.34%-2.92%0.44%2.74%-1.01%6.18%
20185.25%-4.49%0.42%-2.61%-1.11%-5.30%1.79%-3.23%-4.17%-8.08%5.20%-3.31%
20176.62%3.94%3.09%1.74%-0.26%1.70%3.19%3.07%-0.18%2.70%0.43%3.88%
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%
2015-0.99%3.37%-1.39%5.99%0.49%-4.98%-7.33%-10.97%-0.51%6.17%-0.89%-0.71%
2014-6.12%5.46%3.24%-0.53%3.62%3.51%-1.09%2.69%-6.11%-1.52%-1.27%-2.97%
20132.53%-0.50%0.80%2.31%-1.69%-7.97%1.45%-4.05%6.19%3.89%-0.66%0.41%
201214.05%8.88%-1.96%-2.98%-9.92%4.77%-0.95%2.30%5.26%-2.92%1.90%7.68%
2011-5.96%-3.06%3.64%4.23%-1.66%-1.24%-0.29%-10.43%-20.01%12.91%-4.52%-5.15%
2010-8.26%0.67%9.03%0.36%-9.24%0.92%10.00%-0.88%10.63%3.58%-1.96%5.47%

EWXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current SPDR S&P Emerging Markets Small Cap ETF Sharpe ratio is -0.93. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.93
-0.31
EWX (SPDR S&P Emerging Markets Small Cap ETF)
Benchmark (^GSPC)

EWXDividend History

SPDR S&P Emerging Markets Small Cap ETF granted a 3.70% dividend yield in the last twelve months. The annual payout for that period amounted to $1.82 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.82$1.64$1.16$1.26$1.33$1.20$0.98$1.15$1.21$1.08$1.06$2.10$1.73

Dividend yield

3.70%2.80%2.34%2.91%3.57%2.61%2.85%3.62%3.35%2.93%2.92%7.36%4.22%

EWXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-17.14%
-13.58%
EWX (SPDR S&P Emerging Markets Small Cap ETF)
Benchmark (^GSPC)

EWXWorst Drawdowns

The table below shows the maximum drawdowns of the SPDR S&P Emerging Markets Small Cap ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the SPDR S&P Emerging Markets Small Cap ETF is 42.99%, recorded on Mar 23, 2020. It took 195 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.99%Jan 29, 2018541Mar 23, 2020195Dec 29, 2020736
-34.11%Jan 6, 2011241Dec 19, 2011681Sep 5, 2014922
-31.87%Sep 8, 2014343Jan 15, 2016376Jul 14, 2017719
-21.37%Jul 13, 2021254Jul 14, 2022
-16.99%Apr 15, 201030May 26, 201072Sep 8, 2010102
-13.34%Jan 12, 201019Feb 8, 201037Apr 1, 201056
-6.48%Nov 5, 201015Nov 26, 201025Jan 3, 201140
-5.85%Apr 29, 202110May 12, 202112May 28, 202122
-3.92%Sep 18, 20178Sep 27, 201712Oct 13, 201720
-3.86%Jan 15, 202110Jan 29, 20215Feb 5, 202115

EWXVolatility Chart

Current SPDR S&P Emerging Markets Small Cap ETF volatility is 16.24%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MarchAprilMayJuneJulyAugust
16.24%
19.67%
EWX (SPDR S&P Emerging Markets Small Cap ETF)
Benchmark (^GSPC)