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EEMX vs. DIA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EEMX vs. DIA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR MSCI Emerging Markets Fossil Fuel Free ETF (EEMX) and SPDR Dow Jones Industrial Average ETF (DIA). The values are adjusted to include any dividend payments, if applicable.

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EEMX vs. DIA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EEMX
SPDR MSCI Emerging Markets Fossil Fuel Free ETF
3.64%35.23%7.22%9.80%-19.75%-3.57%19.55%18.56%-16.76%38.46%
DIA
SPDR Dow Jones Industrial Average ETF
-3.25%14.71%14.82%16.02%-7.02%20.83%9.59%24.70%-3.74%28.08%

Returns By Period

In the year-to-date period, EEMX achieves a 3.64% return, which is significantly higher than DIA's -3.25% return.


EEMX

1D
3.94%
1M
-9.41%
YTD
3.64%
6M
7.81%
1Y
34.77%
3Y*
16.29%
5Y*
4.14%
10Y*

DIA

1D
2.46%
1M
-5.20%
YTD
-3.25%
6M
0.64%
1Y
12.04%
3Y*
13.58%
5Y*
8.82%
10Y*
12.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EEMX vs. DIA - Expense Ratio Comparison

EEMX has a 0.30% expense ratio, which is higher than DIA's 0.16% expense ratio.


Return for Risk

EEMX vs. DIA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EEMX
EEMX Risk / Return Rank: 8585
Overall Rank
EEMX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
EEMX Sortino Ratio Rank: 8686
Sortino Ratio Rank
EEMX Omega Ratio Rank: 8585
Omega Ratio Rank
EEMX Calmar Ratio Rank: 8585
Calmar Ratio Rank
EEMX Martin Ratio Rank: 8585
Martin Ratio Rank

DIA
DIA Risk / Return Rank: 4747
Overall Rank
DIA Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
DIA Sortino Ratio Rank: 4444
Sortino Ratio Rank
DIA Omega Ratio Rank: 4343
Omega Ratio Rank
DIA Calmar Ratio Rank: 5353
Calmar Ratio Rank
DIA Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EEMX vs. DIA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Emerging Markets Fossil Fuel Free ETF (EEMX) and SPDR Dow Jones Industrial Average ETF (DIA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


EEMXDIADifference

Sharpe ratio

Return per unit of total volatility

1.69

0.72

+0.97

Sortino ratio

Return per unit of downside risk

2.30

1.14

+1.16

Omega ratio

Gain probability vs. loss probability

1.33

1.16

+0.18

Calmar ratio

Return relative to maximum drawdown

2.47

1.22

+1.25

Martin ratio

Return relative to average drawdown

9.80

4.51

+5.29

EEMX vs. DIA - Sharpe Ratio Comparison

The current EEMX Sharpe Ratio is 1.69, which is higher than the DIA Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of EEMX and DIA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EEMXDIADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.69

0.72

+0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.60

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.47

-0.11

Correlation

The correlation between EEMX and DIA is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

EEMX vs. DIA - Dividend Comparison

EEMX's dividend yield for the trailing twelve months is around 2.20%, more than DIA's 1.52% yield.


TTM20252024202320222021202020192018201720162015
EEMX
SPDR MSCI Emerging Markets Fossil Fuel Free ETF
2.20%2.28%2.26%2.20%2.38%1.72%1.42%2.57%2.41%2.45%0.15%0.00%
DIA
SPDR Dow Jones Industrial Average ETF
1.52%1.43%1.61%1.81%1.91%1.58%1.87%1.85%2.24%1.97%2.26%2.33%

Drawdowns

EEMX vs. DIA - Drawdown Comparison

The maximum EEMX drawdown since its inception was -39.90%, smaller than the maximum DIA drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for EEMX and DIA.


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Drawdown Indicators


EEMXDIADifference

Max Drawdown

Largest peak-to-trough decline

-39.90%

-51.87%

+11.97%

Max Drawdown (1Y)

Largest decline over 1 year

-13.89%

-10.79%

-3.10%

Max Drawdown (5Y)

Largest decline over 5 years

-37.33%

-20.76%

-16.57%

Max Drawdown (10Y)

Largest decline over 10 years

-36.70%

Current Drawdown

Current decline from peak

-10.49%

-7.40%

-3.09%

Average Drawdown

Average peak-to-trough decline

-14.97%

-7.18%

-7.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

2.92%

+0.58%

Volatility

EEMX vs. DIA - Volatility Comparison

SPDR MSCI Emerging Markets Fossil Fuel Free ETF (EEMX) has a higher volatility of 11.31% compared to SPDR Dow Jones Industrial Average ETF (DIA) at 4.92%. This indicates that EEMX's price experiences larger fluctuations and is considered to be riskier than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EEMXDIADifference

Volatility (1M)

Calculated over the trailing 1-month period

11.31%

4.92%

+6.39%

Volatility (6M)

Calculated over the trailing 6-month period

15.70%

9.23%

+6.47%

Volatility (1Y)

Calculated over the trailing 1-year period

20.65%

16.84%

+3.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.62%

14.73%

+3.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.03%

17.51%

+2.52%