StockComparison Logo
vs

OAEM vs SPY

Comparison between ONEASCENT EMERGING MARKETS ETF (OAEM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

OAEM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OAEM
$100M
Winner
SPY
$735B
Expense Ratio
OAEM
1.25%
Winner
SPY
0.09%
Max Drawdown
Winner
OAEM
17.80%
SPY
56.47%
Sharpe Ratio
OAEM
1.62
Winner
SPY
1.62
5Y Beta
Winner
OAEM
0.89
SPY
1.00
P/E Ratio
OAEM
N/A
SPY
28.99
Forward P/E
OAEM
N/A
SPY
22.37
5Y Dividends CAGR
OAEM
N/A
SPY
5.43%
5Y EPS CAGR
OAEM
N/A
SPY
26.05%
Debt to Equity
OAEM
N/A
SPY
32.40%
P/S Ratio
OAEM
N/A
SPY
3.74
P/B Ratio
OAEM
N/A
SPY
5.61

OAEM vs SPY - Holdings Comparison

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

OAEM's top 25 holdings weight is 84.34%. SPY's top 25 holdings weight is 52.37%.

RankOAEMSPY
#1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 13.03%
NVIDIA CORP (NVDA) - 8.10%
#2
CASH & CASH EQUIVALENTS (n/a) - 10.99%
APPLE INC (AAPL) - 7.02%
#3
SAMSUNG ELECTRONICS CO LTD (n/a) - 10.13%
MICROSOFT CORP (MSFT) - 4.79%
#4
SK HYNIX INC (n/a) - 5.69%
AMAZON.COM INC (AMZN) - 4.02%
#5
GRUPO MEXICO SAB DE CV CLASS B (n/a) - 3.64%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ACCTON TECHNOLOGY CORP (n/a) - 3.31%
BROADCOM INC (AVGO) - 3.10%
#7
STATE BANK OF INDIA (n/a) - 2.82%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CPFL ENERGIA SA (n/a) - 2.62%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SINOPAC FINANCIAL HOLDINGS CO LTD (n/a) - 2.44%
TESLA INC (TSLA) - 1.89%
#10
PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV (n/a) - 2.42%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
HANWHA AEROSPACE CO LTD (n/a) - 2.27%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ADATA TECHNOLOGY CO LTD (n/a) - 2.12%
ELI LILLY AND CO (LLY) - 1.31%
#13
POWSZECHNY ZAKLAD UBEZPIECZEN SA (n/a) - 1.99%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
BANK POLSKA KASA OPIEKI SA (n/a) - 1.94%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
HANKOOK TIRE & TECHNOLOGY CO LTD (n/a) - 1.86%
EXXON MOBIL CORP (XOM) - 0.97%
#16
NATIONAL ALUMINIUM CO LTD (n/a) - 1.85%
INTEL CORP (INTC) - 0.90%
#17
KARUR VYSYA BANK LTD (n/a) - 1.80%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
INTERNATIONAL CONTAINER TERMINAL SERVICES INC (n/a) - 1.78%
VISA INC CLASS A (V) - 0.85%
#19
ULTRAPAR PARTICIPACOES SA (n/a) - 1.75%
WALMART INC (WMT) - 0.81%
#20
MULTI COMMODITY EXCHANGE OF INDIA LTD (n/a) - 1.73%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
SUNWAY CONSTRUCTION GROUP BHD (n/a) - 1.68%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
TITAN CO LTD (n/a) - 1.68%
CATERPILLAR INC (CAT) - 0.66%
#23
GS HOLDINGS CORP (n/a) - 1.62%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
UNITED MICROELECTRONICS CORP (n/a) - 1.61%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
MOTIVA INFRAESTRUTURA DE MOBILIDADE SA (n/a) - 1.57%
ABBVIE INC (ABBV) - 0.58%
Total Holdings49505

OAEM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OAEM
-3.66%
Winner
SPY
+1.90%
3M
Winner
OAEM
+11.42%
SPY
+8.55%
6M
Winner
OAEM
+31.07%
SPY
+8.18%
1Y
Winner
OAEM
+46.41%
SPY
+25.79%
5Y(CAGR)
OAEM
N/A
SPY
+13.32%
10Y(CAGR)
OAEM
N/A
SPY
+15.19%
Max(CAGR)
Winner
OAEM
+18.95%
SPY
+8.47%

OAEM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOAEMSPY
2026+22.15%+8.26%
2025+25.64%+18.00%
2024+2.33%+25.59%
2023+18.23%+26.72%
2022+1.97%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+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%

OAEM vs SPY Drawdown Comparison

The maximum drawdown for OAEM was -17.05%, occurring on Apr 8, 2025. Recovery took 156 trading sessions.

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

The current OAEM drawdown is -9.39%. The current SPY drawdown is -2.90%.

RankOAEMSPY
#1-17.05%
Oct 18, 2024 - Jun 5, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-14.80%
Jun 15, 2023 - Mar 7, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-14.63%
Feb 27, 2026 - Apr 17, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.39%
Jul 16, 2024 - Sep 26, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.45%
Sep 19, 2022 - Nov 11, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.39%
Jun 2, 2026 - Jun 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.02%
Feb 2, 2023 - Apr 13, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.95%
Apr 13, 2023 - Jun 2, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.75%
Apr 9, 2024 - Jul 5, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.95%
Nov 3, 2025 - Dec 10, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.05%
Dec 1, 2022 - Jan 6, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.57%
May 11, 2026 - May 28, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.97%
Oct 8, 2025 - Oct 20, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.46%
Aug 7, 2025 - Sep 10, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.36%
Nov 15, 2022 - Nov 30, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OAEM and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

OAEM vs SPY dividend yield comparison.

YearOAEMSPY
20260.00%0.24%
20250.77%1.07%
20240.91%1.21%
20231.63%1.40%
20220.04%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%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%

Select Stocks to Compare

Popular: OAEM vs SPY

More Comparisons

Compare with similar stocks