Tag: SPEM

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5 Best Diversified Emerging Markets ETFs to Buy and Hold: FEMS vs DGS vs EWX vs EEMS vs SPEM

  • Asset Class: Diversified Emerging Markets

  • Correlation to U.S. Stock Market: 0.75

  • Long-Term Performance: 5.45% CAGR

  • S&P 500 Performance: 10.55% CAGR

  • Back test timeframe: January 1995 – February 2024

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

  • Correlation to U.S. Stock Market: 0.76

  • Long-Term Performance: 8.08% CAGR

  • S&P 500 Performance: 10.63% CAGR

  • Back test timeframe: May 2003 – February 2024

  • Number of ETFs available in this asset class: 98

  • Number of ETFs in this asset class that are 10-years old or older: 27

Diversified Emerging Markets vs S&P 500: January 1995 – February 2024

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The Deep Value ETF Accumulator Portfolio Rebalance 12-21-23

Today we rebalanced our portfolio back to its target allocations, resulting in 12 buys and 11 sells.

Top 5 buys were:

    1. SPEM – EM LARGE CAPS
    2. FEMS – EM SMALL CAPS
    3. PDN – DM SMALL CAPS
    4. XLE – ENERGY SECTOR
    5. RSPU – UTILITIES SECTOR

Top 5 sells were: 

    1. VGT – TECH SECTOR
    2. PSCC – CONSUMER STAPLES SECTOR
    3. XAR – INDUSTRIALS SECTOR
    4. FIW – MATERIALS SECTOR
    5. RWJ – US SMALL CAP VALUE

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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/