EMSC vs SPY
Comparison between SOPHUS CAPITAL EMERGING MARKET SMALL CAP ETF (EMSC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
EMSC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EMSC
$30M
Winner
SPY
$784B
Expense Ratio
EMSC
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
EMSC
7.52%
SPY
56.47%
Sharpe Ratio
Winner
EMSC
1.77
SPY
1.56
5Y Beta
EMSC
2.12
Winner
SPY
1.00
P/E Ratio
EMSC
N/A
SPY
28.29
Forward P/E
EMSC
N/A
SPY
21.75
5Y Dividends CAGR
EMSC
N/A
SPY
5.43%
5Y EPS CAGR
EMSC
N/A
SPY
25.98%
Debt to Equity
EMSC
N/A
SPY
30.79%
P/S Ratio
EMSC
N/A
SPY
3.79
P/B Ratio
EMSC
N/A
SPY
5.67
EMSC vs SPY - Holdings Comparison
EMSC and SPY have 1 common holdings. Overlap is -20.75%
EMSC's top 25 holdings weight is 80.73%. SPY's top 25 holdings weight is 52.46%.
| Rank | EMSC | SPY |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 28.78% | NVIDIA CORP (NVDA) - 8.30% |
| #2 | ISHARES MSCI INDIA SMALL-CAP ETF (SMIN) - 20.04% | APPLE INC (AAPL) - 7.09% |
| #3 | LG CNS CO LTD (n/a) - 2.66% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | POWERTECH TECHNOLOGY INC (n/a) - 2.17% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | WINBOND ELECTRONICS CORP (n/a) - 1.86% | BROADCOM INC (AVGO) - 3.50% |
| #6 | FOSITEK CORP ORDINARY SHARES (n/a) - 1.63% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #7 | HANMI PHARM CO LTD (n/a) - 1.63% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #8 | ISUPETASYS CO LTD (n/a) - 1.62% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #9 | CYBERPOWER SYSTEMS INC (n/a) - 1.60% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | CHUNG-HSIN ELECTRIC & MACHINERY MFG CORP (n/a) - 1.59% | TESLA INC (TSLA) - 1.83% |
| #11 | COMPEQ MANUFATURING CO LTD (n/a) - 1.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #12 | WT MICROELECTRONICS CO LTD (n/a) - 1.55% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | EVERGREEN AVIATION TECHNOLOGIES CORP (n/a) - 1.55% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | AP MEMORY TECHNOLOGY CORP (n/a) - 1.50% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #15 | YUEXIU PROPERTY CO LTD (n/a) - 1.46% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | PHISON ELECTRONICS CORP (n/a) - 1.45% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | CATHAY REAL ESTATE DEVELOPMENT CO LTD (n/a) - 1.45% | VISA INC CLASS A (V) - 0.82% |
| #18 | n/a (n/a) - 1.36% | INTEL CORP (INTC) - 0.78% |
| #19 | XD INC ORDINARY SHARES (n/a) - 1.33% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #20 | HK INNO N CORP (n/a) - 1.32% | WALMART INC (WMT) - 0.76% |
| #21 | JB FINANCIAL GROUP CO LTD (n/a) - 0.53% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #22 | HANWHA CORP (n/a) - 0.53% | CATERPILLAR INC (CAT) - 0.65% |
| #23 | ENGIE ENERGIA CHILE SA (n/a) - 0.53% | ORACLE CORP (ORCL) - 0.64% |
| #24 | WONIK IPS CO LTD (n/a) - 0.53% | LAM RESEARCH CORP (LRCX) - 0.64% |
| #25 | BRADSAUDE SA (n/a) - 0.51% | APPLIED MATERIALS INC (AMAT) - 0.60% |
| Total Holdings | 63 | 505 |
EMSC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EMSC
N/A
SPY
+0.48%
3M
EMSC
N/A
SPY
+11.67%
6M
EMSC
N/A
SPY
+9.42%
1Y
EMSC
N/A
SPY
+24.27%
5Y(CAGR)
EMSC
N/A
SPY
+13.36%
10Y(CAGR)
EMSC
N/A
SPY
+15.42%
Max(CAGR)
Winner
EMSC
+85.64%
SPY
+8.49%
EMSC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EMSC | SPY |
|---|---|---|
| 2026 | +3.80% | +8.88% |
| 2025 | N/A | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EMSC vs SPY Drawdown Comparison
The maximum drawdown for EMSC was -7.52%, occurring on Jun 10, 2026. 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 EMSC drawdown is -2.41%. The current SPY drawdown is -2.35%.
| Rank | EMSC | SPY |
|---|---|---|
| #1 | -7.52% Jun 1, 2026 - Jun 10, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -1.13% May 26, 2026 - Jun 1, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | N/A | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | N/A | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | N/A | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | N/A | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | N/A | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EMSC and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Select Stocks to Compare
Popular: EMSC vs SPY
More Comparisons
Compare with similar stocks
Compare EMSC with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF