SPGM vs ASHR

Comparison between SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF) and XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ASHR, ETF).

5-Year PerformanceSPGM has outperformed ASHR, delivering a return of +11.3% compared to -0.2%

SPGM vs ASHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPGM(ETF)	ASHR(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.09%	0.65%
Max Drawdown	33.97%	61.79%
Sharpe Ratio	2.19	1.89
5Y Beta	0.90	0.36
P/E Ratio	27.74	N/A
Forward P/E	20.40	N/A
5Y Dividends CAGR	19.85%	26.63%
5Y EPS CAGR	23.51%	N/A
P/S Ratio	0.35	N/A
P/B Ratio	4.72	N/A

Net Assets

SPGM

$1.40B

Winner

ASHR

$1.50B

Expense Ratio

Winner

SPGM

0.09%

ASHR

0.65%

Max Drawdown

Winner

SPGM

33.97%

ASHR

61.79%

Sharpe Ratio

Winner

SPGM

2.19

ASHR

1.89

5Y Beta

SPGM

0.90

Winner

ASHR

0.36

P/E Ratio

SPGM

27.74

ASHR

N/A

Forward P/E

SPGM

20.40

ASHR

N/A

5Y Dividends CAGR

SPGM

19.85%

Winner

ASHR

26.63%

5Y EPS CAGR

SPGM

23.51%

ASHR

N/A

P/S Ratio

SPGM

0.35

ASHR

N/A

P/B Ratio

SPGM

4.72

ASHR

N/A

SPGM vs ASHR - Historical Returns

Returns include dividend reinvestment.

Period	SPGM	ASHR
1 month	+7.17%	+6.56%
3 months	+5.31%	+4.78%
6 months	+13.38%	+9.94%
1 year	+36.03%	+38.15%
5 years(CAGR)	+11.26%	-0.17%
10 years(CAGR)	+12.93%	+5.96%
Max(CAGR)	+11.34%	+6.22%

Winner

SPGM

+7.17%

ASHR

+6.56%

Winner

SPGM

+5.31%

ASHR

+4.78%

Winner

SPGM

+13.38%

ASHR

+9.94%

SPGM

+36.03%

Winner

ASHR

+38.15%

5Y(CAGR)

Winner

SPGM

+11.26%

ASHR

-0.17%

10Y(CAGR)

Winner

SPGM

+12.93%

ASHR

+5.96%

Max(CAGR)

Winner

SPGM

+11.34%

ASHR

+6.22%

SPGM vs ASHR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SPGM	ASHR
2026	+9.75%	+7.23%
2025	+23.70%	+30.87%
2024	+17.65%	+14.29%
2023	+21.33%	-13.35%
2022	-17.95%	-27.39%
2021	+20.77%	-3.01%
2020	+14.24%	+33.50%
2019	+26.23%	+37.57%
2018	-10.47%	-29.75%
2017	+22.11%	+31.00%
2016	+10.39%	-7.74%
2015	-2.10%	-2.63%
2014	+11.58%	+54.20%
2013	+20.65%	-0.56%
2012	+1.33%	N/A

SPGM vs ASHR Drawdown Comparison

The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The maximum drawdown for ASHR was -51.28%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current SPGM drawdown is -0.16%. The current ASHR drawdown is -16.63%.

Rank	SPGM	ASHR
#1	-33.97% Feb 12, 2020 - Aug 24, 2020	-51.28% Feb 17, 2021 - Feb 2, 2024
#2	-25.92% Jan 4, 2022 - Jan 25, 2024	-50.43% Jun 12, 2015 - Jan 4, 2021
#3	-21.99% Jun 18, 2015 - Jan 24, 2017	-18.34% Dec 4, 2013 - Oct 8, 2014
#4	-19.40% Jan 26, 2018 - Oct 24, 2019	-11.42% Jan 7, 2015 - Mar 16, 2015
#5	-16.90% Feb 18, 2025 - Jun 2, 2025	-7.46% May 4, 2015 - May 21, 2015
#6	-13.83% Jul 10, 2014 - Dec 3, 2014	-7.34% Dec 8, 2014 - Dec 17, 2014
#7	-11.87% Mar 19, 2012 - Sep 13, 2012	-6.81% May 26, 2015 - Jun 8, 2015
#8	-9.50% Feb 25, 2026 - Apr 15, 2026	-5.41% Dec 17, 2014 - Dec 26, 2014
#9	-8.97% Dec 16, 2013 - May 27, 2014	-5.36% Jan 12, 2021 - Feb 9, 2021
#10	-8.55% Jul 16, 2024 - Aug 30, 2024	-5.22% Oct 8, 2014 - Oct 31, 2014
#11	-8.37% May 21, 2013 - Aug 8, 2013	-4.96% Apr 16, 2015 - Apr 21, 2015
#12	-7.49% Sep 2, 2020 - Nov 9, 2020	-4.17% Nov 18, 2013 - Dec 4, 2013
#13	-6.08% Sep 17, 2012 - Dec 18, 2012	-3.79% Nov 14, 2014 - Nov 21, 2014
#14	-5.52% Sep 3, 2021 - Oct 25, 2021	-3.56% Nov 28, 2014 - Dec 2, 2014
#15	-5.28% Nov 8, 2021 - Jan 4, 2022	-2.91% Mar 30, 2015 - Apr 6, 2015

Correlation

Correlation between SPGM and ASHR is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2012 - 2025)

SPGM vs ASHR dividend yield comparison.

Year	SPGM	ASHR
2025	1.89%	2.31%
2024	1.98%	1.13%
2023	2.09%	2.48%
2022	2.37%	1.13%
2021	1.94%	0.88%
2020	1.45%	0.81%
2019	2.46%	0.98%
2018	1.89%	1.32%
2017	2.29%	0.84%
2016	1.87%	0.73%
2015	3.70%	30.13%
2014	2.18%	0.27%
2013	1.75%	0.00%
2012	2.26%	0.00%