EWX vs. EEMS
Compare and contrast key facts about SPDR S&P Emerging Markets Small Cap ETF (EWX) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS).
EWX and EEMS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWX is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets Under USD2 Billion Index. It was launched on May 12, 2008. EEMS is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Small Cap Index. It was launched on Aug 16, 2011. Both EWX and EEMS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWX or EEMS.
Correlation
The correlation between EWX and EEMS is 0.64, 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.
Performance
EWX vs. EEMS - Performance Comparison
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Key characteristics
EWX:
0.28
EEMS:
0.09
EWX:
0.58
EEMS:
0.35
EWX:
1.08
EEMS:
1.05
EWX:
0.29
EEMS:
0.15
EWX:
0.87
EEMS:
0.42
EWX:
7.11%
EEMS:
6.85%
EWX:
18.14%
EEMS:
16.92%
EWX:
-63.90%
EEMS:
-48.89%
EWX:
-6.05%
EEMS:
-3.63%
Returns By Period
In the year-to-date period, EWX achieves a 1.71% return, which is significantly lower than EEMS's 4.21% return. Over the past 10 years, EWX has outperformed EEMS with an annualized return of 4.94%, while EEMS has yielded a comparatively lower 4.15% annualized return.
EWX
1.71%
10.35%
2.21%
5.01%
13.38%
4.94%
EEMS
4.21%
10.71%
4.72%
1.47%
14.70%
4.15%
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EWX vs. EEMS - Expense Ratio Comparison
EWX has a 0.65% expense ratio, which is lower than EEMS's 0.69% expense ratio.
Risk-Adjusted Performance
EWX vs. EEMS — Risk-Adjusted Performance Rank
EWX
EEMS
EWX vs. EEMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Emerging Markets Small Cap ETF (EWX) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS). 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.
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Dividends
EWX vs. EEMS - Dividend Comparison
EWX's dividend yield for the trailing twelve months is around 2.86%, more than EEMS's 2.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWX SPDR S&P Emerging Markets Small Cap ETF | 2.86% | 2.90% | 2.32% | 3.00% | 2.77% | 2.24% | 2.73% | 3.26% | 2.30% | 2.46% | 3.04% | 2.74% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | 2.49% | 2.60% | 2.69% | 0.89% | 3.56% | 2.14% | 2.64% | 3.06% | 2.47% | 2.51% | 2.33% | 2.67% |
Drawdowns
EWX vs. EEMS - Drawdown Comparison
The maximum EWX drawdown since its inception was -63.90%, which is greater than EEMS's maximum drawdown of -48.89%. Use the drawdown chart below to compare losses from any high point for EWX and EEMS. For additional features, visit the drawdowns tool.
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Volatility
EWX vs. EEMS - Volatility Comparison
SPDR S&P Emerging Markets Small Cap ETF (EWX) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS) have volatilities of 4.52% and 4.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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