SPEM vs. VWO
Compare and contrast key facts about SPDR Portfolio Emerging Markets ETF (SPEM) and Vanguard FTSE Emerging Markets ETF (VWO).
SPEM and VWO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPEM is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets BMI. It was launched on Mar 19, 2007. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005. Both SPEM and VWO 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: SPEM or VWO.
Correlation
The correlation between SPEM and VWO is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SPEM vs. VWO - Performance Comparison
Loading data...
Key characteristics
SPEM:
0.69
VWO:
0.63
SPEM:
1.15
VWO:
1.09
SPEM:
1.15
VWO:
1.14
SPEM:
0.77
VWO:
0.66
SPEM:
2.29
VWO:
2.16
SPEM:
5.95%
VWO:
5.89%
SPEM:
18.42%
VWO:
18.60%
SPEM:
-64.41%
VWO:
-67.68%
SPEM:
-1.71%
VWO:
-4.15%
Returns By Period
The year-to-date returns for both stocks are quite close, with SPEM having a 7.97% return and VWO slightly lower at 7.67%. Over the past 10 years, SPEM has outperformed VWO with an annualized return of 4.31%, while VWO has yielded a comparatively lower 3.67% annualized return.
SPEM
7.97%
10.66%
6.23%
12.62%
9.38%
4.31%
VWO
7.67%
9.91%
6.19%
11.63%
8.85%
3.67%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SPEM vs. VWO - Expense Ratio Comparison
SPEM has a 0.11% expense ratio, which is higher than VWO's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SPEM vs. VWO — Risk-Adjusted Performance Rank
SPEM
VWO
SPEM vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Emerging Markets ETF (SPEM) and Vanguard FTSE Emerging Markets ETF (VWO). 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.
Loading data...
Dividends
SPEM vs. VWO - Dividend Comparison
SPEM's dividend yield for the trailing twelve months is around 2.58%, less than VWO's 2.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPEM SPDR Portfolio Emerging Markets ETF | 2.58% | 2.78% | 2.80% | 3.38% | 3.14% | 1.92% | 2.94% | 2.34% | 1.12% | 1.51% | 2.40% | 2.26% |
VWO Vanguard FTSE Emerging Markets ETF | 2.99% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
SPEM vs. VWO - Drawdown Comparison
The maximum SPEM drawdown since its inception was -64.41%, roughly equal to the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for SPEM and VWO. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SPEM vs. VWO - Volatility Comparison
SPDR Portfolio Emerging Markets ETF (SPEM) and Vanguard FTSE Emerging Markets ETF (VWO) have volatilities of 4.46% and 4.48%, 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.
Loading data...