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CXSE vs SPY

Comparison between WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CXSE, delivering a return of +13.0% compared to -8.0%

CXSE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CXSE
$499M
Winner
SPY
$781B
Expense Ratio
CXSE
0.32%
Winner
SPY
0.09%
Max Drawdown
CXSE
71.11%
Winner
SPY
56.47%
Sharpe Ratio
CXSE
0.22
Winner
SPY
1.25
5Y Beta
Winner
CXSE
0.69
SPY
1.00
P/E Ratio
CXSE
N/A
SPY
28.78
Forward P/E
CXSE
N/A
SPY
21.23
5Y Dividends CAGR
Winner
CXSE
17.34%
SPY
6.00%
5Y EPS CAGR
CXSE
N/A
SPY
25.62%
Debt to Equity
CXSE
N/A
SPY
31.92%
P/S Ratio
CXSE
N/A
SPY
3.76
P/B Ratio
CXSE
N/A
SPY
5.64

CXSE vs SPY - Holdings Comparison

CXSE and SPY have 1 common holdings. Overlap is 0.00%

CXSE's top 25 holdings weight is 56.05%. SPY's top 25 holdings weight is 51.74%.

RankCXSESPY
#1
TENCENT HOLDINGS LTD (n/a) - 7.66%
NVIDIA CORP (NVDA) - 7.89%
#2
n/a (n/a) - 7.05%
APPLE INC (AAPL) - 7.37%
#3
ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 4.91%
MICROSOFT CORP (MSFT) - 4.50%
#4
n/a (n/a) - 4.33%
AMAZON.COM INC (AMZN) - 3.82%
#5
n/a (n/a) - 3.70%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
EOPTOLINK TECHNOLOGY INC LTD CLASS A (n/a) - 3.11%
BROADCOM INC (AVGO) - 2.86%
#7
PDD HOLDINGS INC ADR (PDD) - 2.04%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 1.83%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
XIAOMI CORP CLASS B (n/a) - 1.83%
TESLA INC (TSLA) - 1.70%
#10
MEITUAN CLASS B (n/a) - 1.77%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MIDEA GROUP CO LTD CLASS A (n/a) - 1.62%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NETEASE INC ORDINARY SHARES (n/a) - 1.48%
ELI LILLY AND CO (LLY) - 1.40%
#13
GIGADEVICE SEMICONDUCTOR INC CLASS A (n/a) - 1.33%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
BYD CO LTD CLASS H (n/a) - 1.32%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
n/a (n/a) - 1.31%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.27%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
n/a (n/a) - 1.26%
VISA INC CLASS A (V) - 0.90%
#18
n/a (n/a) - 1.21%
WALMART INC (WMT) - 0.76%
#19
WUXI APPTEC CO LTD CLASS A (n/a) - 1.18%
INTEL CORP (INTC) - 0.75%
#20
MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.11%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
EAST MONEY INFORMATION CO LTD CLASS A (n/a) - 1.10%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
BAIDU INC (n/a) - 0.97%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
TRIP.COM GROUP LTD (n/a) - 0.90%
ABBVIE INC (ABBV) - 0.66%
#24
n/a (n/a) - 0.89%
CATERPILLAR INC (CAT) - 0.65%
#25
BYD CO LTD CLASS A (n/a) - 0.87%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings259505

CXSE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CXSE
-2.65%
Winner
SPY
+0.52%
3M
CXSE
-4.20%
Winner
SPY
+6.55%
6M
CXSE
-7.47%
Winner
SPY
+9.76%
1Y
CXSE
+5.86%
Winner
SPY
+20.32%
5Y(CAGR)
CXSE
-8.00%
Winner
SPY
+13.01%
10Y(CAGR)
CXSE
+6.46%
Winner
SPY
+15.06%
Max(CAGR)
CXSE
+4.85%
Winner
SPY
+8.50%

CXSE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCXSESPY
2026-6.82%+10.11%
2025+39.36%+18.00%
2024+11.98%+25.59%
2023-20.35%+26.72%
2022-29.27%-18.64%
2021-24.40%+30.52%
2020+53.66%+17.28%
2019+38.47%+31.09%
2018-31.23%-5.24%
2017+82.07%+20.78%
2016-0.16%+13.59%
2015-3.27%+1.31%
2014+2.30%+14.56%
2013-5.39%+29.00%
2012+11.69%+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CXSE vs SPY Drawdown Comparison

The maximum drawdown for CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CXSE drawdown is -48.45%. The current SPY drawdown is -1.24%.

RankCXSESPY
#1-70.01%
Feb 17, 2021 - Feb 2, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.23%
Apr 27, 2015 - May 22, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.58%
Jan 26, 2018 - Jun 19, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.21%
Jan 10, 2013 - Jul 28, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.01%
Sep 4, 2014 - Apr 6, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.77%
Nov 21, 2017 - Jan 3, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.48%
Sep 2, 2020 - Oct 9, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.93%
Jan 25, 2021 - Feb 9, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.85%
Nov 6, 2012 - Dec 10, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.56%
Jul 9, 2020 - Aug 4, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.82%
Nov 5, 2020 - Dec 18, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.42%
Aug 5, 2020 - Aug 24, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.94%
Apr 16, 2015 - Apr 23, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.91%
Sep 20, 2017 - Oct 3, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.65%
Aug 8, 2017 - Aug 22, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CXSE and SPY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45
-101

Dividend Comparison (1999 - 2026)

CXSE vs SPY dividend yield comparison.

YearCXSESPY
20260.29%0.49%
20251.95%1.07%
20241.70%1.21%
20231.71%1.40%
20221.55%1.65%
20210.86%1.20%
20200.54%1.52%
20190.96%1.75%
20181.49%2.04%
20171.24%1.80%
20161.39%2.03%
20152.50%2.06%
20142.29%1.87%
20132.75%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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