KEMQ vs. SPY
Compare and contrast key facts about KraneShares Emerging Markets Consumer Technology Index ETF (KEMQ) and SPDR S&P 500 ETF (SPY).
KEMQ and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KEMQ is a passively managed fund by CICC that tracks the performance of the Solactive Emerging Markets Consumer Technology Index. It was launched on Oct 11, 2017. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both KEMQ and SPY 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: KEMQ or SPY.
Key characteristics
| KEMQ | SPY | |
|---|---|---|
| YTD Return | 9.86% | 10.44% |
| 1Y Return | 8.57% | 28.54% |
| 3Y Return (Ann) | -19.03% | 9.53% |
| 5Y Return (Ann) | -5.25% | 14.57% |
| Sharpe Ratio | 0.50 | 2.52 |
| Daily Std Dev | 24.66% | 11.50% |
| Max Drawdown | -70.72% | -55.19% |
| Current Drawdown | -58.51% | 0.00% |
Correlation
The correlation between KEMQ and SPY 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
KEMQ vs. SPY - Performance Comparison
In the year-to-date period, KEMQ achieves a 9.86% return, which is significantly lower than SPY's 10.44% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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KEMQ vs. SPY - Expense Ratio Comparison
KEMQ has a 0.60% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
KEMQ vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KraneShares Emerging Markets Consumer Technology Index ETF (KEMQ) and SPDR S&P 500 ETF (SPY). 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.
Dividends
KEMQ vs. SPY - Dividend Comparison
KEMQ's dividend yield for the trailing twelve months is around 0.26%, less than SPY's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF | 0.26% | 0.29% | 0.00% | 0.28% | 2.28% | 1.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.28% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
KEMQ vs. SPY - Drawdown Comparison
The maximum KEMQ drawdown since its inception was -70.72%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for KEMQ and SPY. For additional features, visit the drawdowns tool.
Volatility
KEMQ vs. SPY - Volatility Comparison
KraneShares Emerging Markets Consumer Technology Index ETF (KEMQ) has a higher volatility of 7.94% compared to SPDR S&P 500 ETF (SPY) at 3.34%. This indicates that KEMQ's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.