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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 +13.2% compared to +4.7%

XSOE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XSOE
$2.20B
Winner
SPY
$784B
Expense Ratio
XSOE
0.32%
Winner
SPY
0.09%
Max Drawdown
Winner
XSOE
47.21%
SPY
56.47%
Sharpe Ratio
Winner
XSOE
1.66
SPY
1.54
5Y Beta
Winner
XSOE
0.85
SPY
1.00
P/E Ratio
XSOE
N/A
SPY
27.62
Forward P/E
XSOE
N/A
SPY
21.11
5Y Dividends CAGR
Winner
XSOE
9.13%
SPY
6.00%
5Y EPS CAGR
XSOE
N/A
SPY
25.30%
Debt to Equity
XSOE
N/A
SPY
31.11%
P/S Ratio
XSOE
N/A
SPY
3.49
P/B Ratio
XSOE
N/A
SPY
5.30

XSOE vs SPY - Holdings Comparison

XSOE and SPY have 1 common holdings. Overlap is 0.00%

XSOE's top 25 holdings weight is 45.65%. SPY's top 25 holdings weight is 51.24%.

RankXSOESPY
#1
n/a (n/a) - 12.87%
NVIDIA CORP (NVDA) - 7.81%
#2
SAMSUNG ELECTRONICS CO LTD (n/a) - 7.92%
APPLE INC (AAPL) - 6.81%
#3
SK HYNIX INC (n/a) - 5.81%
MICROSOFT CORP (MSFT) - 4.53%
#4
TENCENT HOLDINGS LTD (n/a) - 2.75%
AMAZON.COM INC (AMZN) - 3.72%
#5
n/a (n/a) - 2.22%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
MEDIATEK INC (n/a) - 1.59%
BROADCOM INC (AVGO) - 2.77%
#7
AL RAJHI BANK (n/a) - 1.13%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
DELTA ELECTRONICS INC (n/a) - 0.97%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.82%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
HDFC BANK LTD (n/a) - 0.82%
TESLA INC (TSLA) - 1.76%
#11
RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.80%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
MERCADOLIBRE INC (MELI) - 0.74%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
n/a (n/a) - 0.66%
ELI LILLY AND CO (LLY) - 1.38%
#14
SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.65%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
n/a (n/a) - 0.65%
EXXON MOBIL CORP (XOM) - 0.92%
#16
ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 0.62%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ICICI BANK LTD ADR (IBN) - 0.60%
VISA INC CLASS A (V) - 0.87%
#18
SK SQUARE (n/a) - 0.58%
INTEL CORP (INTC) - 0.85%
#19
ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.55%
WALMART INC (WMT) - 0.82%
#20
BHARTI AIRTEL LTD (n/a) - 0.51%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
n/a (n/a) - 0.51%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
PDD HOLDINGS INC ADR (PDD) - 0.50%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
HYUNDAI MOTOR CO (n/a) - 0.48%
CATERPILLAR INC (CAT) - 0.68%
#24
ELITE MATERIAL CO LTD (n/a) - 0.46%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
MEITUAN CLASS B (n/a) - 0.44%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings849505

XSOE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XSOE
+2.49%
SPY
-1.37%
3M
Winner
XSOE
+18.44%
SPY
+12.22%
6M
Winner
XSOE
+24.30%
SPY
+7.20%
1Y
Winner
XSOE
+46.15%
SPY
+23.58%
5Y(CAGR)
XSOE
+4.70%
Winner
SPY
+13.19%
10Y(CAGR)
XSOE
+10.33%
Winner
SPY
+15.12%
Max(CAGR)
XSOE
+7.83%
Winner
SPY
+8.44%

XSOE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXSOESPY
2026+20.36%+7.95%
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%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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.

The current XSOE drawdown is -5.74%. The current SPY drawdown is -3.18%.

RankXSOESPY
#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
#5-8.69%
Jun 2, 2026 - Jun 18, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.06%
Jan 22, 2015 - Apr 2, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.74%
Jun 22, 2026 - Jun 23, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.54%
Nov 22, 2017 - Jan 2, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.52%
Aug 28, 2020 - Oct 8, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.48%
Jan 25, 2021 - Feb 5, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.15%
May 11, 2026 - May 26, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.10%
Dec 10, 2014 - Dec 22, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.09%
Dec 26, 2014 - Jan 20, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.41%
Sep 19, 2017 - Oct 10, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.41%
Jan 28, 2026 - Feb 10, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XSOE and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

XSOE vs SPY dividend yield comparison.

YearXSOESPY
20260.10%0.50%
20251.50%1.07%
20241.44%1.21%
20231.78%1.40%
20222.53%1.65%
20211.36%1.20%
20201.02%1.52%
20192.01%1.75%
20181.56%2.04%
20170.65%1.80%
20161.43%2.03%
20153.93%2.06%
20140.21%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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