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EWX: SPDR S&P Emerging Markets Small Cap ETF (ETF)
Basic Info 60.06 0.34(0.56%) July 30
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 05/16/2008 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 2.13% |
| Expenses | 0.65% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.0 | 17.2 | 40.6 | 10.6 | 10.6 | 4.1 | 3.6 | 14.9 | 15.6 | -18.7 | 34.1 | 7.9 | -12.4 | -1.9 | 1.9 | 26.6 | -30.1 | 23.5 | 94.8 | -53.2 |
| SR | NA | 2.15 | 2.79 | 0.45 | 0.53 | 0.19 | 0.14 | 0.46 | 1.13 | -1.21 | 3.35 | 0.42 | -0.61 | -0.14 | 0.12 | 1.54 | -1.08 | 1.02 | 2.83 | -1.35 |
| DD(%) | NA | 5.9 | 5.9 | 36.5 | 43.0 | 43.0 | 63.9 | 36.5 | 8.6 | 27.4 | 3.9 | 10.9 | 28.3 | 15.9 | 15.0 | 18.7 | 34.1 | 17.0 | 19.0 | 63.9 |
| SD(%) | NA | 14.7 | 14.5 | 21.9 | 18.9 | 19.5 | 23.6 | 31.8 | 12.5 | 16.6 | 10.0 | 18.2 | 20.5 | 13.1 | 16.4 | 17.4 | 28.0 | 22.9 | 33.5 | 52.4 |
| TR | NA | 0.55 | 0.62 | 0.1 | 0.1 | 0.04 | 0.04 | 0.14 | 0.16 | -0.22 | 0.35 | 0.08 | -0.12 | -0.02 | 0.02 | 0.28 | -0.3 | 0.23 | 1.08 | -0.97 |
| Alpha(%) | NA | 0.1 | 0.09 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | 0.02 | -0.01 | 0.03 | 0.03 | -0.06 | 0.02 | 0.07 | -0.13 |
| Beta(%) | NA | 0.58 | 0.65 | 0.96 | 0.96 | 0.96 | 0.88 | 1.07 | 0.89 | 0.92 | 0.95 | 0.93 | 1.02 | 0.85 | 0.96 | 0.96 | 1.01 | 1.02 | 0.87 | 0.73 |
| RS | NA | 0.48 | 0.54 | 0.81 | 0.8 | 0.81 | 0.76 | 0.88 | 0.79 | 0.84 | 0.7 | 0.8 | 0.81 | 0.7 | 0.71 | 0.81 | 0.88 | 0.9 | 0.71 | 0.71 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/16/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- EMFIX (Ashmore Emerging Markets Equity Instl) 1.16% (100%)
- WAEMX (Wasatch Emerging Markets Small Cap) 1.21% (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 1.65% (99%)
- ESCIX (Ashmore Emerging Markets Sm Cp Eq Instl) 0.25% (99%)
- RNWGX (American Funds New World R6) 1.08% (99%)
- GPEIX (Grandeur Peak Emerging Markets Opportunities I) 0.64% (98%)
- DRESX (Driehaus Emerging Markets Small Cap Gr) 0.32% (97%)
- BESIX (William Blair Emerg Mkts Sm Cp Gr I) 0.88% (94%)
- JFAMX (JPMorgan Emerging Mkts Eq A) 1.19% (94%)
- CNWIX (Calamos Evolving World Growth I) 1.33% (93%)
Best ETFs
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.56% (77%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 3.12% (76%)
- EEMS (iShares MSCI Emerging Markets Small-Cap) 0.64% (75%)
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 0.96% (74%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 1.40% (65%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.97% (52%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 0.44% (49%)
- FM (iShares MSCI Frontier 100) 0.54% (47%)
- IEMG (iShares Core MSCI Emerging Markets) 0.88% (46%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.68% (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.89% (81%)
- IHD (ING Emerging Market High Div. Equity) 1.31% (62%)
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