SPEM vs. XSOE
Compare and contrast key facts about SPDR Portfolio Emerging Markets ETF (SPEM) and WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE).
SPEM and XSOE 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. XSOE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets ex-State-Owned Enterprises Index. It was launched on Dec 10, 2014. Both SPEM and XSOE 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 XSOE.
Correlation
The correlation between SPEM and XSOE is 0.61, 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
SPEM vs. XSOE - Performance Comparison
Loading data...
Key characteristics
SPEM:
0.70
XSOE:
0.51
SPEM:
1.20
XSOE:
0.96
SPEM:
1.16
XSOE:
1.12
SPEM:
0.81
XSOE:
0.32
SPEM:
2.40
XSOE:
1.57
SPEM:
5.95%
XSOE:
7.07%
SPEM:
18.42%
XSOE:
18.99%
SPEM:
-64.41%
XSOE:
-45.23%
SPEM:
-0.97%
XSOE:
-21.32%
Returns By Period
The year-to-date returns for both stocks are quite close, with SPEM having a 8.78% return and XSOE slightly lower at 8.50%. Both investments have delivered pretty close results over the past 10 years, with SPEM having a 4.38% annualized return and XSOE not far ahead at 4.57%.
SPEM
8.78%
10.39%
7.65%
12.84%
9.84%
4.38%
XSOE
8.50%
11.05%
6.37%
9.59%
6.36%
4.57%
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. XSOE - Expense Ratio Comparison
SPEM has a 0.11% expense ratio, which is lower than XSOE's 0.32% expense ratio.
Risk-Adjusted Performance
SPEM vs. XSOE — Risk-Adjusted Performance Rank
SPEM
XSOE
SPEM vs. XSOE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Emerging Markets ETF (SPEM) and WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE). 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. XSOE - Dividend Comparison
SPEM's dividend yield for the trailing twelve months is around 2.56%, more than XSOE's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPEM SPDR Portfolio Emerging Markets ETF | 2.56% | 2.78% | 2.80% | 3.38% | 3.14% | 1.92% | 2.94% | 2.34% | 1.12% | 1.51% | 2.40% | 2.26% |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 1.33% | 1.44% | 1.78% | 2.53% | 1.36% | 1.02% | 2.01% | 1.56% | 0.65% | 1.43% | 3.94% | 0.21% |
Drawdowns
SPEM vs. XSOE - Drawdown Comparison
The maximum SPEM drawdown since its inception was -64.41%, which is greater than XSOE's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for SPEM and XSOE. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SPEM vs. XSOE - Volatility Comparison
SPDR Portfolio Emerging Markets ETF (SPEM) and WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) have volatilities of 4.44% and 4.65%, 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...