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SPEM vs. TJUN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPEM vs. TJUN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio Emerging Markets ETF (SPEM) and FT Vest Emerging Markets Buffer ETF - June (TJUN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPEM achieves a 12.45% return, which is significantly higher than TJUN's 5.26% return.


SPEM

1D
-1.40%
1M
3.20%
YTD
12.45%
6M
14.11%
1Y
31.35%
3Y*
18.73%
5Y*
5.70%
10Y*
9.45%

TJUN

1D
-0.00%
1M
0.66%
YTD
5.26%
6M
6.91%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPEM vs. TJUN - Yearly Performance Comparison


Correlation

The correlation between SPEM and TJUN is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 24, 2025

0.88

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Return for Risk

SPEM vs. TJUN — Risk / Return Rank

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

SPEM
SPEM Risk / Return Rank: 5757
Overall Rank
SPEM Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
SPEM Sortino Ratio Rank: 5656
Sortino Ratio Rank
SPEM Omega Ratio Rank: 5858
Omega Ratio Rank
SPEM Calmar Ratio Rank: 5555
Calmar Ratio Rank
SPEM Martin Ratio Rank: 5757
Martin Ratio Rank

TJUN
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.

SPEM vs. TJUN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Emerging Markets ETF (SPEM) and FT Vest Emerging Markets Buffer ETF - June (TJUN). 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.


SPEMTJUNDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.36

Calmar ratioReturn relative to maximum drawdown

2.77

Martin ratioReturn relative to average drawdown

10.14

SPEM vs. TJUN - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SPEMTJUNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

2.48

-2.25

Drawdowns

SPEM vs. TJUN - Drawdown Comparison

The maximum SPEM drawdown since its inception was -64.41%, which is greater than TJUN's maximum drawdown of -4.47%. Use the drawdown chart below to compare losses from any high point for SPEM and TJUN.


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Drawdown Indicators


SPEMTJUNDifference

Max Drawdown

Largest peak-to-trough decline

-64.41%

-4.47%

-59.94%

Max Drawdown (1Y)

Largest decline over 1 year

-11.36%

Max Drawdown (3Y)

Largest decline over 3 years

-17.62%

Max Drawdown (5Y)

Largest decline over 5 years

-31.88%

Max Drawdown (10Y)

Largest decline over 10 years

-36.06%

Current Drawdown

Current decline from peak

-1.40%

-0.00%

-1.40%

Average Drawdown

Average peak-to-trough decline

-14.75%

-0.60%

-14.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.10%

Volatility

SPEM vs. TJUN - Volatility Comparison


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Volatility by Period


SPEMTJUNDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.69%

Volatility (6M)

Calculated over the trailing 6-month period

13.29%

Volatility (1Y)

Calculated over the trailing 1-year period

15.92%

7.54%

+8.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.13%

7.54%

+9.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.80%

7.54%

+11.26%

SPEM vs. TJUN - Expense Ratio Comparison

SPEM has a 0.11% expense ratio, which is lower than TJUN's 0.95% expense ratio.


Dividends

SPEM vs. TJUN - Dividend Comparison

SPEM's dividend yield for the trailing twelve months is around 2.47%, while TJUN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SPEM
SPDR Portfolio Emerging Markets ETF
2.47%2.77%2.78%2.80%3.38%3.14%1.92%2.94%2.34%1.12%1.51%2.40%
TJUN
FT Vest Emerging Markets Buffer ETF - June
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SPEM and TJUN have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPEM is cheaper at 0.11% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPEM is cheaper with a 0.11% expense ratio, compared with 0.95% for TJUN.

SPEM has the higher dividend yield at 2.47%, compared with 0.00% for TJUN.

SPEM is categorized as Emerging Markets Equities, while TJUN is Defined Outcome. They also come from different issuers: State Street and First Trust. Their fees differ too: 0.11% for SPEM and 0.95% for TJUN.

Portfolio Optimizer

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