Tag: Diversified-Emerging-Markets

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State Street Slashes Fees on Portfolio Suite ETFs (SPEM)

SPDR Portfolio S&P 400 Mid Cap ETF (SPMD), 0.03%, down from 0.05% 

SPDR Portfolio S&P 600 Small Cap ETF (SPSM), 0.03%, down from 0.05% 

SPDR Portfolio Developed World ex-US ETF (SPDW), 0.04%, down from 0.03% 

SPDR Portfolio Europe ETF (SPEU), 0.07%, down from 0.09% 

SPDR Portfolio Emerging Markets ETF (SPEM), 0.07%, down from 0.11% 

SPDR Portfolio Short Term Treasury ETF (SPTS), 0.03%, down from 0.06% 

SPDR Portfolio Intermediate Term Treasury ETF (SPTI), 0.03%, down from 0.06% 

SPDR Portfolio Long Term Treasury ETF (SPTL), 0.03%, down from 0.06%  

SPDR Portfolio High Yield Bond ETF (SPHY), 0.05%, down from 0.10%   

Source: https://www.etftrends.com/state-street-slashes-fees-portfolio-suite-etfs/

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FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term 1.6

  • Asset Class: Diversified Emerging Markets

  • Correlation to U.S. Stock Market: 0.75

  • Long-Term Performance: 5.35% CAGR

  • S&P 500 Performance: 9.91% CAGR

  • Oldest ETF back tested: iShares MSCI Emerging Markets ETF (EEM)

  • Correlation to U.S. Stock Market: 0.76

  • Long-Term Performance: 8.11% CAGR

  • S&P 500 Performance: 9.73% CAGR

  • Back test timeframe: May 2003 – February 2023

  • Number of ETFs available in this asset class: 95

  • Number of ETFs in this asset class that are 10-years old or older: 26

Diversified Emerging Markets vs S&P 500: January 1995 – February 2023

EEM vs SPY: May 2003 – February 2023

EEM vs SPY: April 11, 2003 – March 3, 2023

Continue reading “FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term 1.6”

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4 Best Diversified Emerging Markets ETFs to Own Long-Term 1.5

  • Asset Class: Diversified Emerging Markets

  • Oldest ETF back tested: iShares MSCI Emerging Markets ETF (EEM)

  • Correlation to U.S. Stock Market: 0.76

  • Long-Term Performance: 9.58% CAGR

  • S&P 500 Performance: 10.75% CAGR

  • Back test timeframe: May 2003 – February 2022

  • Number of ETFs available in this asset class: 81

  • Number of ETFs in this asset class that are 10-years old or older: 23

EEM vs SPY: May 2003 – February 2022

EEM vs SPY: April 11, 2003 – March 2, 2022

Continue reading “4 Best Diversified Emerging Markets ETFs to Own Long-Term 1.5”

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DGS: A Diversified Dividend Fund In Emerging Markets

Summary

  • DGS strategy and portfolio analysis.
  • Past performance vs. competitors.
  • Investment takeaway.

This dividend ETF review series aims at evaluating products regarding their past performance and their current portfolio quality.

DGS strategy and portfolio

The WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has been tracking the WisdomTree Emerging Markets SmallCap Dividend Index since 10/30/2007. As of writing, it has a 764-stock portfolio, an SEC yield of 3.30% and a total expense ratio of 0.58%.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4460998-dgs-diversified-dividend-fund-emerging-markets?utm_source=stck.pro&utm_medium=referral

 

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SPEM: Cheap China-Heavy EM Fund For The Long Haul

Summary

  • SPEM offers exposure to a diversified basket of EM securities in exchange for just 11 bps, with a dividend yield close to 2%.
  • The Chinese equities have around 35.5% weight in the portfolio, while Hong Kong-listed stocks account for 2.2%. Indian stocks are in second place with a 16% share of the AUM.
  • Large exposure to China has dented its YTD returns.
  • The ETF Grades illustrate that with its small fees and low turnover (factored in the Risk grade), SPEM definitely has an edge over its peers.
  • Investors seeking cheap low-turnover EM strategy for the long haul should pay attention to SPEM.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4460187-spem-cheap-china-heavy-em-fund-for-long-haul?utm_source=stck.pro&utm_medium=referral