EMXC vs SDY
Comparison between ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC, ETF) and STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceEMXC has outperformed SDY, delivering a return of +13.1% compared to +7.8%
EMXC vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EMXC
$24B
SDY
$24B
Expense Ratio
Winner
EMXC
0.25%
SDY
0.35%
Max Drawdown
Winner
EMXC
46.09%
SDY
58.57%
Sharpe Ratio
Winner
EMXC
1.62
SDY
1.00
5Y Beta
EMXC
0.94
Winner
SDY
0.45
P/E Ratio
EMXC
N/A
SDY
20.75
Forward P/E
EMXC
N/A
SDY
17.86
PEG Ratio
EMXC
N/A
SDY
1.91
5Y Dividends CAGR
Winner
EMXC
19.47%
SDY
7.50%
5Y EPS CAGR
EMXC
N/A
SDY
7.48%
Debt to Equity
EMXC
N/A
SDY
20.27%
P/S Ratio
EMXC
N/A
SDY
1.95
P/B Ratio
EMXC
N/A
SDY
3.18
EMXC vs SDY - Holdings Comparison
EMXC and SDY have 1 common holdings. Overlap is -0.27%
EMXC's top 25 holdings weight is 51.16%. SDY's top 25 holdings weight is 36.60%.
| Rank | EMXC | SDY |
|---|---|---|
| #1 | n/a (n/a) - 19.56% | VERIZON COMMUNICATIONS INC (VZ) - 2.14% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 8.78% | REALTY INCOME CORP (O) - 2.13% |
| #3 | SK HYNIX INC (n/a) - 7.35% | KIMBERLY-CLARK CORP (KMB) - 1.75% |
| #4 | MEDIATEK INC (n/a) - 1.74% | KENVUE INC (KVUE) - 1.75% |
| #5 | DELTA ELECTRONICS INC (n/a) - 1.17% | ABBVIE INC (ABBV) - 1.62% |
| #6 | n/a (n/a) - 1.05% | QUALCOMM INC (QCOM) - 1.56% |
| #7 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.99% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #8 | HDFC BANK LTD (n/a) - 0.95% | TARGET CORP (TGT) - 1.54% |
| #9 | RELIANCE INDUSTRIES LTD (n/a) - 0.88% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% |
| #10 | ICICI BANK LTD (n/a) - 0.85% | EDISON INTERNATIONAL (EIX) - 1.44% |
| #11 | SK SQUARE (n/a) - 0.84% | SYSCO CORP (SYY) - 1.41% |
| #12 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.69% | WEC ENERGY GROUP INC (WEC) - 1.40% |
| #13 | BHARTI AIRTEL LTD (n/a) - 0.60% | EVERSOURCE ENERGY (ES) - 1.35% |
| #14 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.56% | PEPSICO INC (PEP) - 1.33% |
| #15 | VALE SA (n/a) - 0.54% | SOUTHERN CO (SO) - 1.33% |
| #16 | AL RAJHI BANK (n/a) - 0.53% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #17 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.53% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% |
| #18 | UNITED MICROELECTRONICS CORP (n/a) - 0.50% | MEDTRONIC PLC (MDT) - 1.30% |
| #19 | n/a (n/a) - 0.48% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% |
| #20 | ELITE MATERIAL CO LTD (n/a) - 0.46% | CHEVRON CORP (CVX) - 1.27% |
| #21 | SAUDI ARABIAN OIL CO (n/a) - 0.45% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% |
| #22 | KB FINANCIAL GROUP INC (n/a) - 0.45% | XCEL ENERGY INC (XEL) - 1.26% |
| #23 | NASPERS LTD CLASS N (n/a) - 0.41% | COCA-COLA CO (KO) - 1.26% |
| #24 | ANGLOGOLD ASHANTI PLC (AU) - 0.41% | PROCTER & GAMBLE CO (PG) - 1.25% |
| #25 | n/a (n/a) - 0.39% | PPG INDUSTRIES INC (PPG) - 1.21% |
| Total Holdings | 642 | 158 |
EMXC vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
EMXC
+2.95%
Winner
SDY
+3.14%
3M
EMXC
+2.90%
Winner
SDY
+7.18%
6M
Winner
EMXC
+13.97%
SDY
+3.49%
1Y
Winner
EMXC
+57.37%
SDY
+15.33%
5Y(CAGR)
Winner
EMXC
+13.11%
SDY
+7.85%
10Y(CAGR)
Winner
EMXC
+10.00%
SDY
+9.54%
Max(CAGR)
Winner
EMXC
+10.00%
SDY
+9.14%
EMXC vs SDY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EMXC | SDY |
|---|---|---|
| 2026 | +32.17% | +14.56% |
| 2025 | +34.82% | +8.85% |
| 2024 | +3.62% | +8.00% |
| 2023 | +19.11% | +2.35% |
| 2022 | -20.24% | -0.44% |
| 2021 | +7.31% | +27.12% |
| 2020 | +11.44% | +2.06% |
| 2019 | +15.48% | +24.12% |
| 2018 | -13.88% | -2.82% |
| 2017 | +7.01% | +15.46% |
| 2016 | N/A | +21.95% |
| 2015 | N/A | -0.69% |
| 2014 | N/A | +15.05% |
| 2013 | N/A | +27.23% |
| 2012 | N/A | +10.85% |
| 2011 | N/A | +6.44% |
| 2010 | N/A | +14.94% |
| 2009 | N/A | +16.62% |
| 2008 | N/A | -21.76% |
| 2007 | N/A | -7.06% |
| 2006 | N/A | +16.23% |
| 2005 | N/A | +1.10% |
EMXC vs SDY Drawdown Comparison
The maximum drawdown for EMXC was -42.83%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current EMXC drawdown is -8.16%. The current SDY drawdown is -0.34%.
| Rank | EMXC | SDY |
|---|---|---|
| #1 | -42.83% Jan 26, 2018 - Dec 4, 2020 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -28.90% Jan 12, 2022 - Jul 3, 2024 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -19.10% Sep 26, 2024 - Jun 11, 2025 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -18.43% Jun 22, 2026 - Jul 29, 2026 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -14.41% Feb 25, 2026 - Apr 17, 2026 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -9.75% Jun 2, 2026 - Jun 18, 2026 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -9.41% Jul 16, 2024 - Sep 24, 2024 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -7.84% Sep 3, 2021 - Jan 12, 2022 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -6.54% Jan 21, 2021 - Feb 16, 2021 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -6.06% May 8, 2026 - May 26, 2026 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -6.00% Jun 4, 2021 - Sep 3, 2021 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -5.71% Feb 16, 2021 - Apr 26, 2021 | -7.67% Feb 27, 2026 - Jul 2, 2026 |
| #13 | -5.33% May 7, 2021 - May 28, 2021 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -4.75% Nov 3, 2025 - Dec 23, 2025 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -3.49% Nov 22, 2017 - Dec 28, 2017 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between EMXC and SDY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2005 - 2026)
EMXC vs SDY dividend yield comparison.
| Year | EMXC | SDY |
|---|---|---|
| 2026 | 0.60% | 1.16% |
| 2025 | 2.82% | 2.61% |
| 2024 | 2.69% | 2.56% |
| 2023 | 1.83% | 2.64% |
| 2022 | 2.85% | 2.55% |
| 2021 | 1.78% | 2.63% |
| 2020 | 1.45% | 2.85% |
| 2019 | 3.25% | 2.45% |
| 2018 | 2.63% | 2.73% |
| 2017 | 0.99% | 4.69% |
| 2016 | 0.00% | 3.30% |
| 2015 | 0.00% | 6.20% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 3.95% |
| 2012 | 0.00% | 3.28% |
| 2011 | 0.00% | 3.23% |
| 2010 | 0.00% | 3.35% |
| 2009 | 0.00% | 3.75% |
| 2008 | 0.00% | 5.44% |
| 2007 | 0.00% | 5.03% |
| 2006 | 0.00% | 2.86% |
| 2005 | 0.00% | 0.57% |
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