SPHQ vs SPEM
Comparison between INVESCO S&P 500 QUALITY ETF (SPHQ, ETF) and SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF).
5-Year PerformanceSPHQ has outperformed SPEM, delivering a return of +13.8% compared to +6.3%
SPHQ vs SPEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHQ
$16B
SPEM
$16B
Expense Ratio
SPHQ
0.15%
Winner
SPEM
0.07%
Max Drawdown
Winner
SPHQ
57.83%
SPEM
65.07%
Sharpe Ratio
SPHQ
1.46
Winner
SPEM
1.79
5Y Beta
SPHQ
0.84
Winner
SPEM
0.70
P/E Ratio
SPHQ
26.52
SPEM
N/A
Forward P/E
SPHQ
23.09
SPEM
N/A
PEG Ratio
SPHQ
0.19
SPEM
N/A
5Y Dividends CAGR
Winner
SPHQ
6.62%
SPEM
4.52%
5Y EPS CAGR
SPHQ
21.39%
SPEM
N/A
Debt to Equity
SPHQ
112.69%
SPEM
N/A
P/S Ratio
SPHQ
3.48
SPEM
N/A
P/B Ratio
SPHQ
9.27
SPEM
N/A
SPHQ vs SPEM - Holdings Comparison
SPHQ and SPEM have 1 common holdings. Overlap is 0.00%
SPHQ's top 25 holdings weight is 70.43%. SPEM's top 25 holdings weight is 31.81%.
| Rank | SPHQ | SPEM |
|---|---|---|
| #1 | COSTCO WHOLESALE CORP (COST) - 4.80% | n/a (n/a) - 11.97% |
| #2 | APPLE INC (AAPL) - 4.57% | TENCENT HOLDINGS LTD (n/a) - 3.43% |
| #3 | VISA INC CLASS A (V) - 4.47% | n/a (n/a) - 2.49% |
| #4 | MASTERCARD INC CLASS A (MA) - 4.44% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.97% |
| #5 | GE AEROSPACE (GE) - 4.22% | DELTA ELECTRONICS INC (n/a) - 0.94% |
| #6 | LAM RESEARCH CORP (LRCX) - 4.06% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.93% |
| #7 | PROCTER & GAMBLE CO (PG) - 3.57% | HDFC BANK LTD (n/a) - 0.88% |
| #8 | CATERPILLAR INC (CAT) - 3.53% | MEDIATEK INC (n/a) - 0.79% |
| #9 | KLA CORP (KLAC) - 3.44% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% |
| #10 | CISCO SYSTEMS INC (CSCO) - 3.42% | ICICI BANK LTD ADR (IBN) - 0.70% |
| #11 | COCA-COLA CO (KO) - 3.38% | PDD HOLDINGS INC ADR (PDD) - 0.67% |
| #12 | GE VERNOVA INC (GEV) - 3.22% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.66% |
| #13 | MERCK & CO INC (MRK) - 2.94% | n/a (n/a) - 0.66% |
| #14 | APPLIED MATERIALS INC (AMAT) - 2.75% | XIAOMI CORP CLASS B (n/a) - 0.60% |
| #15 | GILEAD SCIENCES INC (GILD) - 2.29% | BHARTI AIRTEL LTD (n/a) - 0.57% |
| #16 | WESTERN DIGITAL CORP (WDC) - 1.97% | AL RAJHI BANK (n/a) - 0.53% |
| #17 | TJX COMPANIES INC (TJX) - 1.83% | n/a (n/a) - 0.52% |
| #18 | QUALCOMM INC (QCOM) - 1.73% | VALE SA ADR (VALE) - 0.50% |
| #19 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.60% | n/a (n/a) - 0.48% |
| #20 | EATON CORP PLC (ETN) - 1.60% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.47% |
| #21 | ADOBE INC (ADBE) - 1.45% | INFOSYS LTD ADR (INFY) - 0.47% |
| #22 | PROGRESSIVE CORP (PGR) - 1.44% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.46% |
| #23 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.29% | BANK OF CHINA LTD CLASS H (n/a) - 0.46% |
| #24 | NEWMONT CORP (NEM) - 1.23% | MEITUAN CLASS B (n/a) - 0.46% |
| #25 | 3M CO (MMM) - 1.19% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.43% |
| Total Holdings | 101 | 2547 |
SPHQ vs SPEM - Historical Returns
Returns include dividend reinvestment.
1M
SPHQ
+4.85%
Winner
SPEM
+7.23%
3M
SPHQ
+3.72%
Winner
SPEM
+4.57%
6M
SPHQ
+13.00%
Winner
SPEM
+13.26%
1Y
SPHQ
+23.73%
Winner
SPEM
+35.14%
5Y(CAGR)
Winner
SPHQ
+13.76%
SPEM
+6.32%
10Y(CAGR)
Winner
SPHQ
+14.59%
SPEM
+9.93%
Max(CAGR)
Winner
SPHQ
+9.93%
SPEM
+5.73%
SPHQ vs SPEM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPHQ | SPEM |
|---|---|---|
| 2026 | +9.73% | +10.11% |
| 2025 | +13.53% | +26.06% |
| 2024 | +26.32% | +12.77% |
| 2023 | +25.85% | +9.34% |
| 2022 | -16.09% | -18.38% |
| 2021 | +29.54% | +0.94% |
| 2020 | +16.35% | +12.23% |
| 2019 | +33.63% | +19.24% |
| 2018 | -7.53% | -15.13% |
| 2017 | +18.59% | +33.44% |
| 2016 | +15.55% | +14.74% |
| 2015 | +1.80% | -14.68% |
| 2014 | +17.17% | +1.97% |
| 2013 | +29.38% | -3.47% |
| 2012 | +13.50% | +14.83% |
| 2011 | +5.34% | -19.79% |
| 2010 | +19.12% | +15.47% |
| 2009 | +10.06% | +65.42% |
| 2008 | -45.68% | -48.76% |
| 2007 | +16.62% | +36.13% |
| 2006 | +1.98% | N/A |
| 2005 | -2.05% | N/A |
SPHQ vs SPEM Drawdown Comparison
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The maximum drawdown for SPEM was -64.42%, occurring on Nov 20, 2008. Recovery took 1721 trading sessions.
The current SPHQ drawdown is -0.28%. The current SPEM drawdown is -0.38%.
| Rank | SPHQ | SPEM |
|---|---|---|
| #1 | -57.83% Oct 29, 2007 - May 14, 2013 | -64.42% Oct 31, 2007 - Sep 3, 2014 |
| #2 | -31.58% Feb 12, 2020 - Aug 4, 2020 | -36.05% Jan 26, 2018 - Nov 9, 2020 |
| #3 | -25.05% Jan 4, 2022 - Jul 31, 2023 | -34.89% Sep 5, 2014 - Jul 12, 2017 |
| #4 | -22.35% May 8, 2006 - May 4, 2007 | -33.40% Feb 17, 2021 - Oct 7, 2024 |
| #5 | -20.74% Oct 1, 2018 - Apr 5, 2019 | -17.89% Jul 23, 2007 - Sep 19, 2007 |
| #6 | -16.57% Feb 19, 2025 - Jun 4, 2025 | -17.63% Oct 7, 2024 - Jun 9, 2025 |
| #7 | -11.71% Jul 19, 2007 - Sep 25, 2007 | -11.36% Feb 25, 2026 - Apr 17, 2026 |
| #8 | -9.77% Jan 26, 2018 - Aug 29, 2018 | -5.02% Jan 20, 2021 - Feb 5, 2021 |
| #9 | -8.90% Feb 27, 2026 - Apr 24, 2026 | -4.86% Oct 29, 2025 - Jan 2, 2026 |
| #10 | -8.76% Sep 2, 2020 - Nov 16, 2020 | -4.38% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -8.51% Dec 1, 2015 - Mar 1, 2016 | -4.30% Nov 22, 2017 - Dec 28, 2017 |
| #12 | -8.47% Sep 1, 2023 - Dec 11, 2023 | -4.11% Oct 18, 2007 - Oct 26, 2007 |
| #13 | -8.30% May 21, 2015 - Nov 2, 2015 | -3.46% Sep 19, 2017 - Oct 13, 2017 |
| #14 | -6.82% Apr 30, 2019 - Jun 19, 2019 | -3.43% Jun 4, 2007 - Jun 14, 2007 |
| #15 | -6.68% Jul 24, 2019 - Oct 25, 2019 | -3.14% Jul 23, 2025 - Aug 12, 2025 |
Correlation
Correlation between SPHQ and SPEM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
SPHQ vs SPEM dividend yield comparison.
| Year | SPHQ | SPEM |
|---|---|---|
| 2026 | 0.35% | 0.00% |
| 2025 | 1.09% | 2.77% |
| 2024 | 1.15% | 2.78% |
| 2023 | 1.42% | 2.80% |
| 2022 | 1.85% | 3.38% |
| 2021 | 1.19% | 3.14% |
| 2020 | 1.55% | 1.92% |
| 2019 | 1.51% | 2.94% |
| 2018 | 1.85% | 2.34% |
| 2017 | 1.57% | 1.12% |
| 2016 | 1.67% | 1.52% |
| 2015 | 2.29% | 2.40% |
| 2014 | 1.66% | 2.26% |
| 2013 | 1.70% | 1.91% |
| 2012 | 1.97% | 1.99% |
| 2011 | 1.76% | 3.64% |
| 2010 | 0.59% | 2.32% |
| 2009 | 0.30% | 0.71% |
| 2008 | 0.11% | 3.69% |
| 2007 | 0.00% | 1.82% |
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