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EMHC vs FDM

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG EMERGING MARKETS USD BOND ETF (EMHC, ETF) and FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF).

5-Year PerformanceFDM has outperformed EMHC, delivering a return of +8.6% compared to +1.5%

EMHC vs FDM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EMHC
$252M
FDM
$252M
Expense Ratio
Winner
EMHC
0.23%
FDM
0.60%
Max Drawdown
Winner
EMHC
31.53%
FDM
64.00%
Sharpe Ratio
EMHC
1.24
Winner
FDM
1.28
5Y Beta
Winner
EMHC
0.24
FDM
0.94
P/E Ratio
EMHC
N/A
FDM
18.81
Forward P/E
EMHC
N/A
FDM
11.26
5Y Dividends CAGR
Winner
EMHC
58.17%
FDM
8.95%
5Y EPS CAGR
EMHC
N/A
FDM
5.48%
Debt to Equity
EMHC
N/A
FDM
120.97%
P/S Ratio
EMHC
N/A
FDM
0.88
P/B Ratio
EMHC
N/A
FDM
1.44

EMHC vs FDM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EMHC
+0.35%
FDM
-2.58%
3M
EMHC
+0.47%
Winner
FDM
+3.28%
6M
EMHC
+1.65%
Winner
FDM
+9.79%
1Y
EMHC
+10.94%
Winner
FDM
+30.10%
5Y(CAGR)
EMHC
+1.46%
Winner
FDM
+8.64%
10Y(CAGR)
EMHC
N/A
FDM
+11.42%
Max(CAGR)
EMHC
+1.85%
Winner
FDM
+8.55%

EMHC vs FDM - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearEMHCFDM
2026+1.26%+9.81%
2025+13.83%+18.79%
2024+4.52%+13.46%
2023+9.66%+13.27%
2022-16.98%-12.56%
2021+1.68%+37.09%
2020N/A-3.63%
2019N/A+25.23%
2018N/A-13.54%
2017N/A+8.17%
2016N/A+39.60%
2015N/A+1.80%
2014N/A+5.36%
2013N/A+40.37%
2012N/A+13.50%
2011N/A-10.89%
2010N/A+22.46%
2009N/A+20.05%
2008N/A-31.20%
2007N/A-7.21%
2006N/A+14.35%
2005N/A+2.51%

EMHC vs FDM Drawdown Comparison

The maximum drawdown for EMHC was -28.03%, occurring on Oct 20, 2022. Recovery took 1005 trading sessions.

The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.

The current EMHC drawdown is -0.71%. The current FDM drawdown is -3.06%.

RankEMHCFDM
#1-28.03%
Sep 2, 2021 - Sep 5, 2025
-63.45%
Jul 12, 2007 - Feb 19, 2013
#2-4.37%
Feb 25, 2026 - Jun 2, 2026
-47.76%
Aug 22, 2018 - Jan 7, 2021
#3-1.24%
May 7, 2021 - May 25, 2021
-23.75%
Nov 11, 2021 - Jul 15, 2024
#4-1.23%
Apr 15, 2021 - May 7, 2021
-23.46%
Dec 11, 2024 - Jul 2, 2025
#5-1.17%
Jun 11, 2021 - Jul 15, 2021
-17.78%
Jun 23, 2015 - Jul 12, 2016
#6-1.00%
Oct 27, 2025 - Nov 26, 2025
-14.47%
May 5, 2006 - Nov 15, 2006
#7-0.94%
Sep 11, 2025 - Sep 23, 2025
-12.49%
Jul 3, 2014 - Dec 23, 2014
#8-0.94%
Dec 30, 2025 - Jan 23, 2026
-11.32%
Jul 31, 2024 - Nov 6, 2024
#9-0.86%
Dec 3, 2025 - Dec 16, 2025
-10.25%
Mar 15, 2021 - Nov 1, 2021
#10-0.84%
Aug 4, 2021 - Aug 27, 2021
-9.30%
Feb 9, 2026 - Apr 14, 2026
#11-0.71%
Jun 2, 2026 - Jun 5, 2026
-9.30%
Dec 24, 2013 - Mar 4, 2014
#12-0.65%
Jul 20, 2021 - Aug 2, 2021
-8.54%
Jan 4, 2017 - Jul 3, 2017
#13-0.54%
Sep 24, 2025 - Oct 9, 2025
-8.43%
Apr 2, 2014 - Jul 3, 2014
#14-0.42%
Jun 2, 2021 - Jun 4, 2021
-8.34%
Jan 19, 2018 - May 9, 2018
#15-0.36%
Oct 9, 2025 - Oct 13, 2025
-7.92%
Feb 22, 2007 - Apr 17, 2007

Correlation

Correlation between EMHC and FDM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2005 - 2026)

EMHC vs FDM dividend yield comparison.

YearEMHCFDM
20262.36%0.26%
20256.16%1.43%
20245.95%1.56%
20235.13%1.81%
20225.11%1.80%
20212.97%1.08%
20200.00%1.68%
20190.00%1.37%
20180.00%1.26%
20170.00%0.97%
20160.00%1.13%
20150.00%1.45%
20140.00%0.75%
20130.00%0.83%
20120.00%1.75%
20110.00%0.80%
20100.00%0.38%
20090.00%0.56%
20080.00%1.19%
20070.00%0.61%
20060.00%0.23%
20050.00%0.09%

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