SDY vs EMXC
Comparison between SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC, ETF).
5-Year PerformanceEMXC has outperformed SDY, delivering a return of +12.6% compared to +6.5%
SDY vs EMXC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDY
$22B
Winner
EMXC
$22B
Expense Ratio
SDY
0.35%
Winner
EMXC
0.25%
Max Drawdown
SDY
58.57%
Winner
EMXC
46.09%
Sharpe Ratio
SDY
0.98
Winner
EMXC
2.44
5Y Beta
Winner
SDY
0.48
EMXC
0.83
P/E Ratio
SDY
21.14
EMXC
N/A
Forward P/E
SDY
17.08
EMXC
N/A
PEG Ratio
SDY
0.92
EMXC
N/A
5Y Dividends CAGR
Winner
SDY
7.36%
EMXC
6.36%
5Y EPS CAGR
SDY
8.33%
EMXC
N/A
Debt to Equity
SDY
35.03%
EMXC
N/A
P/S Ratio
SDY
1.82
EMXC
N/A
P/B Ratio
SDY
3.04
EMXC
N/A
SDY vs EMXC - Holdings Comparison
SDY and EMXC have 1 common holdings. Overlap is -0.30%
SDY's top 25 holdings weight is 39.30%. EMXC's top 25 holdings weight is 47.02%.
| Rank | SDY | EMXC |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 3.31% | n/a (n/a) - 18.42% |
| #2 | REALTY INCOME CORP (O) - 2.50% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.80% |
| #3 | TARGET CORP (TGT) - 2.22% | SK HYNIX INC (n/a) - 5.25% |
| #4 | CHEVRON CORP (CVX) - 2.12% | DELTA ELECTRONICS INC (n/a) - 1.48% |
| #5 | PEPSICO INC (PEP) - 1.77% | MEDIATEK INC (n/a) - 1.40% |
| #6 | WEC ENERGY GROUP INC (WEC) - 1.62% | HDFC BANK LTD (n/a) - 1.02% |
| #7 | EXXON MOBIL CORP (XOM) - 1.61% | RELIANCE INDUSTRIES LTD (n/a) - 1.02% |
| #8 | KENVUE INC (KVUE) - 1.57% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.96% |
| #9 | CONSOLIDATED EDISON INC (ED) - 1.55% | n/a (n/a) - 0.96% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | ICICI BANK LTD (n/a) - 0.78% |
| #11 | SOUTHERN CO (SO) - 1.54% | VALE SA (n/a) - 0.66% |
| #12 | KIMBERLY-CLARK CORP (KMB) - 1.54% | AL RAJHI BANK (n/a) - 0.59% |
| #13 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.38% | SK SQUARE (n/a) - 0.58% |
| #14 | XCEL ENERGY INC (XEL) - 1.36% | BHARTI AIRTEL LTD (n/a) - 0.57% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.33% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.56% |
| #16 | EDISON INTERNATIONAL (EIX) - 1.31% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.54% |
| #17 | NEXTERA ENERGY INC (NEE) - 1.30% | HYUNDAI MOTOR CO (n/a) - 0.53% |
| #18 | COCA-COLA CO (KO) - 1.30% | ANGLOGOLD ASHANTI PLC (AU) - 0.52% |
| #19 | LOCKHEED MARTIN CORP (LMT) - 1.25% | n/a (n/a) - 0.52% |
| #20 | ABBVIE INC (ABBV) - 1.24% | n/a (n/a) - 0.51% |
| #21 | PROCTER & GAMBLE CO (PG) - 1.23% | SAUDI ARABIAN OIL CO (n/a) - 0.49% |
| #22 | SYSCO CORP (SYY) - 1.19% | ELITE MATERIAL CO LTD (n/a) - 0.48% |
| #23 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% | NASPERS LTD CLASS N (n/a) - 0.47% |
| #24 | JOHNSON & JOHNSON (JNJ) - 1.17% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.46% |
| #25 | EVERSOURCE ENERGY (ES) - 1.16% | INFOSYS LTD (n/a) - 0.45% |
| Total Holdings | 158 | 677 |
SDY vs EMXC - Historical Returns
Returns include dividend reinvestment.
1M
SDY
+0.32%
Winner
EMXC
+9.52%
3M
SDY
-3.44%
Winner
EMXC
+12.45%
6M
SDY
+7.83%
Winner
EMXC
+32.63%
1Y
SDY
+12.58%
Winner
EMXC
+64.22%
5Y(CAGR)
SDY
+6.51%
Winner
EMXC
+12.56%
10Y(CAGR)
SDY
+9.36%
Winner
EMXC
+9.78%
Max(CAGR)
SDY
+8.86%
Winner
EMXC
+9.78%
SDY vs EMXC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SDY | EMXC |
|---|---|---|
| 2026 | +6.27% | +26.58% |
| 2025 | +8.85% | +34.82% |
| 2024 | +8.00% | +3.62% |
| 2023 | +2.35% | +19.11% |
| 2022 | -0.44% | -20.24% |
| 2021 | +27.12% | +7.31% |
| 2020 | +2.06% | +11.44% |
| 2019 | +24.12% | +15.48% |
| 2018 | -2.82% | -13.88% |
| 2017 | +15.46% | +7.01% |
| 2016 | +21.95% | N/A |
| 2015 | -0.69% | N/A |
| 2014 | +15.05% | N/A |
| 2013 | +27.23% | N/A |
| 2012 | +10.85% | N/A |
| 2011 | +6.44% | N/A |
| 2010 | +14.94% | N/A |
| 2009 | +16.62% | N/A |
| 2008 | -21.76% | N/A |
| 2007 | -7.06% | N/A |
| 2006 | +16.23% | N/A |
| 2005 | +1.10% | N/A |
SDY vs EMXC Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for EMXC was -42.83%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current SDY drawdown is -4.56%. The current EMXC drawdown is -3.90%.
| Rank | SDY | EMXC |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -42.83% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -28.90% Jan 12, 2022 - Jul 3, 2024 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -19.10% Sep 26, 2024 - Jun 11, 2025 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -14.41% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -9.41% Jul 16, 2024 - Sep 24, 2024 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -7.84% Sep 3, 2021 - Jan 12, 2022 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -6.54% Jan 21, 2021 - Feb 16, 2021 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -6.00% Jun 4, 2021 - Sep 3, 2021 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -5.71% Feb 16, 2021 - Apr 26, 2021 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -5.33% May 7, 2021 - May 28, 2021 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -4.75% Nov 3, 2025 - Dec 23, 2025 |
| #12 | -7.67% Feb 27, 2026 - Mar 20, 2026 | -3.90% May 8, 2026 - May 12, 2026 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -3.49% Nov 22, 2017 - Dec 28, 2017 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -3.44% Oct 8, 2025 - Oct 15, 2025 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -3.42% Sep 18, 2017 - Oct 13, 2017 |
Correlation
Correlation between SDY and EMXC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2005 - 2026)
SDY vs EMXC dividend yield comparison.
| Year | SDY | EMXC |
|---|---|---|
| 2026 | 0.59% | 0.00% |
| 2025 | 2.61% | 2.82% |
| 2024 | 2.56% | 2.69% |
| 2023 | 2.64% | 1.83% |
| 2022 | 2.55% | 2.85% |
| 2021 | 2.63% | 1.78% |
| 2020 | 2.85% | 1.45% |
| 2019 | 2.45% | 3.25% |
| 2018 | 2.73% | 2.63% |
| 2017 | 4.69% | 0.99% |
| 2016 | 3.30% | 0.00% |
| 2015 | 6.20% | 0.00% |
| 2014 | 4.74% | 0.00% |
| 2013 | 3.95% | 0.00% |
| 2012 | 3.28% | 0.00% |
| 2011 | 3.23% | 0.00% |
| 2010 | 3.35% | 0.00% |
| 2009 | 3.75% | 0.00% |
| 2008 | 5.44% | 0.00% |
| 2007 | 5.03% | 0.00% |
| 2006 | 2.86% | 0.00% |
| 2005 | 0.57% | 0.00% |
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