XSOE vs SPY
Comparison between WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed XSOE, delivering a return of +13.3% compared to +4.7%
XSOE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSOE
$1.80B
Winner
SPY
$652B
Expense Ratio
XSOE
0.32%
Winner
SPY
0.09%
Max Drawdown
Winner
XSOE
47.21%
SPY
56.47%
Sharpe Ratio
Winner
XSOE
2.22
SPY
2.07
5Y Beta
Winner
XSOE
0.79
SPY
1.00
P/E Ratio
XSOE
N/A
SPY
28.24
Forward P/E
XSOE
N/A
SPY
21.85
5Y Dividends CAGR
Winner
XSOE
9.13%
SPY
5.43%
5Y EPS CAGR
XSOE
N/A
SPY
25.79%
Debt to Equity
XSOE
N/A
SPY
22.35%
P/S Ratio
XSOE
N/A
SPY
3.55
P/B Ratio
XSOE
N/A
SPY
5.29
XSOE vs SPY - Holdings Comparison
XSOE and SPY have 1 common holdings. Overlap is 0.00%
XSOE's top 25 holdings weight is 42.23%. SPY's top 25 holdings weight is 51.32%.
| Rank | XSOE | SPY |
|---|---|---|
| #1 | n/a (n/a) - 13.25% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.99% | APPLE INC (AAPL) - 6.48% |
| #3 | SK HYNIX INC (n/a) - 3.73% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.06% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | n/a (n/a) - 2.56% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | AL RAJHI BANK (n/a) - 1.23% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MEDIATEK INC (n/a) - 1.00% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.95% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | HDFC BANK LTD (n/a) - 0.93% | TESLA INC (TSLA) - 1.73% |
| #10 | DELTA ELECTRONICS INC (n/a) - 0.92% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | MERCADOLIBRE INC (MELI) - 0.82% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | n/a (n/a) - 0.74% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | n/a (n/a) - 0.74% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.71% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | ICICI BANK LTD ADR (IBN) - 0.66% | WALMART INC (WMT) - 0.91% |
| #16 | PDD HOLDINGS INC ADR (PDD) - 0.64% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | BHARTI AIRTEL LTD (n/a) - 0.57% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.52% | VISA INC CLASS A (V) - 0.85% |
| #19 | XIAOMI CORP CLASS B (n/a) - 0.51% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | MEITUAN CLASS B (n/a) - 0.48% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | n/a (n/a) - 0.47% | INTEL CORP (INTC) - 0.65% |
| #22 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 0.46% | NETFLIX INC (NFLX) - 0.64% |
| #23 | HYUNDAI MOTOR CO (n/a) - 0.46% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | ELITE MATERIAL CO LTD (n/a) - 0.43% | CHEVRON CORP (CVX) - 0.58% |
| #25 | SK SQUARE (n/a) - 0.40% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 847 | 505 |
XSOE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSOE
+12.59%
SPY
+9.11%
3M
Winner
XSOE
+12.73%
SPY
+6.59%
6M
Winner
XSOE
+25.53%
SPY
+10.56%
1Y
Winner
XSOE
+54.22%
SPY
+32.04%
5Y(CAGR)
XSOE
+4.74%
Winner
SPY
+13.35%
10Y(CAGR)
XSOE
+10.12%
Winner
SPY
+15.49%
Max(CAGR)
XSOE
+7.92%
Winner
SPY
+8.50%
XSOE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XSOE | SPY |
|---|---|---|
| 2026 | +20.34% | +8.27% |
| 2025 | +30.05% | +18.00% |
| 2024 | +8.65% | +25.59% |
| 2023 | +9.13% | +26.72% |
| 2022 | -26.15% | -18.64% |
| 2021 | -6.70% | +30.52% |
| 2020 | +26.34% | +17.28% |
| 2019 | +25.07% | +31.09% |
| 2018 | -20.54% | -5.24% |
| 2017 | +49.23% | +20.78% |
| 2016 | +6.66% | +13.59% |
| 2015 | -11.84% | +1.31% |
| 2014 | +0.33% | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +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% |
XSOE vs SPY Drawdown Comparison
The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | XSOE | SPY |
|---|---|---|
| #1 | -45.25% Feb 16, 2021 - Jan 22, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -35.05% Jan 26, 2018 - Aug 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.24% Apr 28, 2015 - May 9, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.31% Feb 25, 2026 - Apr 17, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -6.06% Jan 22, 2015 - Apr 2, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.54% Nov 22, 2017 - Jan 2, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.52% Aug 28, 2020 - Oct 8, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.48% Jan 25, 2021 - Feb 5, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.10% Dec 10, 2014 - Dec 22, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.09% Dec 26, 2014 - Jan 20, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.41% Sep 19, 2017 - Oct 10, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.41% Jan 28, 2026 - Feb 10, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.37% Aug 8, 2017 - Aug 23, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.99% Oct 12, 2020 - Nov 4, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.59% Aug 6, 2020 - Aug 25, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XSOE and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (1999 - 2026)
XSOE vs SPY dividend yield comparison.
| Year | XSOE | SPY |
|---|---|---|
| 2026 | 0.10% | 0.24% |
| 2025 | 1.50% | 1.07% |
| 2024 | 1.44% | 1.21% |
| 2023 | 1.78% | 1.40% |
| 2022 | 2.53% | 1.65% |
| 2021 | 1.36% | 1.20% |
| 2020 | 1.02% | 1.52% |
| 2019 | 2.01% | 1.75% |
| 2018 | 1.56% | 2.04% |
| 2017 | 0.65% | 1.80% |
| 2016 | 1.43% | 2.03% |
| 2015 | 3.93% | 2.06% |
| 2014 | 0.21% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 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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