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EMD vs SPY

Comparison between Western Asset Emerging Markets Debt Fund Inc (EMD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EMD, delivering a return of +13.3% compared to +4.3%

EMD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EMD
$648M
Winner
SPY
$735B
Expense Ratio
EMD
N/A
SPY
0.09%
Max Drawdown
EMD
66.58%
Winner
SPY
56.47%
Sharpe Ratio
EMD
1.11
Winner
SPY
1.62
5Y Beta
Winner
EMD
0.42
SPY
1.00
P/E Ratio
EMD
N/A
SPY
28.99
Forward P/E
EMD
N/A
SPY
22.37
5Y Dividends CAGR
EMD
1.80%
Winner
SPY
5.43%
5Y EPS CAGR
EMD
N/A
SPY
26.05%
Debt to Equity
EMD
N/A
SPY
32.40%
P/S Ratio
EMD
N/A
SPY
3.74
P/B Ratio
EMD
N/A
SPY
5.61

EMD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EMD
-2.19%
Winner
SPY
+1.90%
3M
EMD
+1.13%
Winner
SPY
+8.55%
6M
EMD
+3.00%
Winner
SPY
+8.18%
1Y
EMD
+18.25%
Winner
SPY
+25.79%
5Y(CAGR)
EMD
+4.28%
Winner
SPY
+13.32%
10Y(CAGR)
EMD
+6.07%
Winner
SPY
+15.19%
Max(CAGR)
EMD
+6.54%
Winner
SPY
+8.47%

EMD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEMDSPY
2026+0.68%+8.26%
2025+21.86%+18.00%
2024+16.94%+25.59%
2023+11.96%+26.72%
2022-20.86%-18.64%
2021+0.40%+30.52%
2020+7.41%+17.28%
2019+25.16%+31.09%
2018-14.95%-5.24%
2017+14.27%+20.78%
2016+17.52%+13.59%
2015-4.89%+1.31%
2014-1.33%+14.56%
2013-16.02%+29.00%
2012+22.51%+14.17%
2011+10.49%+0.85%
2010+12.77%+13.14%
2009+51.98%+22.67%
2008-21.64%-36.25%
2007+7.90%+5.32%
2006+11.12%+13.85%
2005+6.97%+5.32%
2004+6.28%+10.75%
2003+0.90%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EMD vs SPY Drawdown Comparison

The maximum drawdown for EMD was -48.11%, occurring on Nov 20, 2008. Recovery took 297 trading sessions.

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

The current EMD drawdown is -4.96%. The current SPY drawdown is -2.90%.

RankEMDSPY
#1-48.11%
Jun 3, 2008 - Aug 6, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.44%
Feb 21, 2020 - Dec 17, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.44%
Sep 2, 2021 - Oct 2, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-29.53%
Mar 12, 2013 - Apr 20, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.07%
Jan 27, 2004 - Sep 24, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.70%
Jan 16, 2018 - Jun 21, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.52%
May 29, 2007 - Oct 5, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.33%
Feb 18, 2026 - Mar 30, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.48%
Sep 2, 2011 - Dec 23, 2011		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.83%
Mar 25, 2025 - Jun 4, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.04%
Feb 8, 2005 - Sep 9, 2005		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.28%
Apr 23, 2010 - Jul 21, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.97%
Nov 5, 2010 - May 10, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.74%
Aug 3, 2011 - Sep 2, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.13%
Oct 8, 2009 - Dec 24, 2009		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EMD and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

EMD vs SPY dividend yield comparison.

YearEMDSPY
20264.58%0.24%
202510.44%1.07%
202410.57%1.21%
20239.97%1.40%
202211.09%1.65%
20218.44%1.20%
20208.45%1.52%
20198.41%1.75%
20189.76%2.04%
20177.78%1.80%
20169.99%2.03%
20159.54%2.06%
20149.01%1.87%
20138.37%1.81%
20126.49%2.18%
20117.01%2.05%
20107.48%1.80%
20098.87%1.95%
200813.34%3.02%
20077.73%1.85%
20069.19%1.73%
200514.13%1.73%
20048.88%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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