SPEM vs SPY
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SPEM, delivering a return of +13.2% compared to +5.9%
SPEM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPEM
$18B
Winner
SPY
$784B
Expense Ratio
Winner
SPEM
0.07%
SPY
0.09%
Max Drawdown
SPEM
65.07%
Winner
SPY
56.47%
Sharpe Ratio
SPEM
1.37
Winner
SPY
1.54
5Y Beta
Winner
SPEM
0.73
SPY
1.00
P/E Ratio
SPEM
N/A
SPY
27.62
Forward P/E
SPEM
N/A
SPY
21.11
5Y Dividends CAGR
Winner
SPEM
9.39%
SPY
6.00%
5Y EPS CAGR
SPEM
N/A
SPY
25.30%
Debt to Equity
SPEM
N/A
SPY
31.11%
P/S Ratio
SPEM
N/A
SPY
3.49
P/B Ratio
SPEM
N/A
SPY
5.30
SPEM vs SPY - Holdings Comparison
SPEM and SPY have 1 common holdings. Overlap is 0.00%
SPEM's top 25 holdings weight is 31.81%. SPY's top 25 holdings weight is 51.24%.
| Rank | SPEM | SPY |
|---|---|---|
| #1 | n/a (n/a) - 11.97% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 3.43% | APPLE INC (AAPL) - 6.81% |
| #3 | n/a (n/a) - 2.49% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.97% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | DELTA ELECTRONICS INC (n/a) - 0.94% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.93% | BROADCOM INC (AVGO) - 2.77% |
| #7 | HDFC BANK LTD (n/a) - 0.88% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | MEDIATEK INC (n/a) - 0.79% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ICICI BANK LTD ADR (IBN) - 0.70% | TESLA INC (TSLA) - 1.76% |
| #11 | PDD HOLDINGS INC ADR (PDD) - 0.67% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.66% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | n/a (n/a) - 0.66% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | XIAOMI CORP CLASS B (n/a) - 0.60% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | BHARTI AIRTEL LTD (n/a) - 0.57% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | AL RAJHI BANK (n/a) - 0.53% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | n/a (n/a) - 0.52% | VISA INC CLASS A (V) - 0.87% |
| #18 | VALE SA ADR (VALE) - 0.50% | INTEL CORP (INTC) - 0.85% |
| #19 | n/a (n/a) - 0.48% | WALMART INC (WMT) - 0.82% |
| #20 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.47% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | INFOSYS LTD ADR (INFY) - 0.47% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.46% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | BANK OF CHINA LTD CLASS H (n/a) - 0.46% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | MEITUAN CLASS B (n/a) - 0.46% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.43% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 2547 | 505 |
SPEM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPEM
+1.23%
SPY
-1.37%
3M
SPEM
+11.59%
Winner
SPY
+12.22%
6M
Winner
SPEM
+11.37%
SPY
+7.20%
1Y
Winner
SPEM
+28.17%
SPY
+23.58%
5Y(CAGR)
SPEM
+5.87%
Winner
SPY
+13.19%
10Y(CAGR)
SPEM
+9.19%
Winner
SPY
+15.12%
Max(CAGR)
SPEM
+6.86%
Winner
SPY
+8.44%
SPEM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPEM | SPY |
|---|---|---|
| 2026 | +8.85% | +7.95% |
| 2025 | +26.06% | +18.00% |
| 2024 | +12.77% | +25.59% |
| 2023 | +9.34% | +26.72% |
| 2022 | -18.38% | -18.64% |
| 2021 | +0.94% | +30.52% |
| 2020 | +12.23% | +17.28% |
| 2019 | +19.24% | +31.09% |
| 2018 | -15.13% | -5.24% |
| 2017 | +34.04% | +20.78% |
| 2016 | +16.53% | +13.59% |
| 2015 | -12.80% | +1.31% |
| 2014 | +4.21% | +14.56% |
| 2013 | -1.48% | +29.00% |
| 2012 | +17.27% | +14.17% |
| 2011 | -17.02% | +0.85% |
| 2010 | +18.34% | +13.14% |
| 2009 | +66.66% | +22.67% |
| 2008 | -46.93% | -36.25% |
| 2007 | +38.59% | +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% |
SPEM vs SPY Drawdown Comparison
The maximum drawdown for SPEM was -63.78%, occurring on Nov 20, 2008. Recovery took 759 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPEM drawdown is -3.05%. The current SPY drawdown is -3.18%.
| Rank | SPEM | SPY |
|---|---|---|
| #1 | -63.78% Oct 31, 2007 - Nov 4, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.05% Jan 26, 2018 - Nov 9, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -33.40% Feb 17, 2021 - Oct 7, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -32.54% Sep 5, 2014 - May 1, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -28.72% May 2, 2011 - May 23, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.89% Jul 23, 2007 - Sep 19, 2007 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.63% Oct 7, 2024 - Jun 9, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.36% Feb 25, 2026 - Apr 17, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.77% Jan 4, 2011 - Apr 1, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.97% Nov 4, 2010 - Dec 29, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.47% Jun 2, 2026 - Jun 22, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.02% Jan 20, 2021 - Feb 5, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.86% Oct 29, 2025 - Jan 2, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.56% May 6, 2026 - Jun 2, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.38% Oct 8, 2025 - Oct 20, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPEM and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
SPEM vs SPY dividend yield comparison.
| Year | SPEM | SPY |
|---|---|---|
| 2026 | 1.02% | 0.50% |
| 2025 | 2.77% | 1.07% |
| 2024 | 2.78% | 1.21% |
| 2023 | 2.80% | 1.40% |
| 2022 | 3.38% | 1.65% |
| 2021 | 3.14% | 1.20% |
| 2020 | 1.92% | 1.52% |
| 2019 | 2.94% | 1.75% |
| 2018 | 2.34% | 2.04% |
| 2017 | 1.51% | 1.80% |
| 2016 | 3.03% | 2.03% |
| 2015 | 4.80% | 2.06% |
| 2014 | 4.52% | 1.87% |
| 2013 | 3.82% | 1.81% |
| 2012 | 3.98% | 2.18% |
| 2011 | 7.28% | 2.05% |
| 2010 | 4.64% | 1.80% |
| 2009 | 1.42% | 1.95% |
| 2008 | 7.38% | 3.02% |
| 2007 | 3.65% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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