ducovest

EWX:ARCA-SPDR S&P Emerging Markets Small Cap (USD)

ETF | Diversified Emerging Mkts | NYSE Arca

Last Closing

USD 57.5588

Change

-0.09 (-0.16)%

Market Cap

USD 0.36B

Volume

0.36M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Emerging Markets Under USD2 Billion Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a float-adjusted market capitalization weighted index designed to represent the small capitalization segment of emerging countries included in the S&P Global BMI. The fund is non-diversified.

Company Website : www.spdrs.com

Currency: USD

Country : USA

Inception Date: 12/05/2008

Primary Benchmark: S&P EM Cap Rng<2 Bil NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.65%

Management Expense Ratio: 0.65 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-08 )

Largest Industry Peers for Diversified Emerging Mkts

Symbol Name Mer Price(Change) Market Cap
IEMG iShares Core MSCI Emerging Mar.. 0.14 %

N/A

 USD 78.76B
VWO Vanguard FTSE Emerging Markets.. 0.12 %

N/A

 USD 78.36B
EEM iShares MSCI Emerging Markets .. 0.67 %

N/A

 USD 17.67B
SPEM SPDR® Portfolio Emerging Mark.. 0.12 %

N/A

 USD 8.98B
SCHE Schwab Emerging Markets Equity.. 0.13 %

N/A

 USD 8.80B
FNDE Schwab Fundamental Emerging Ma.. 0.39 %

N/A

 USD 5.94B
DEM WisdomTree Emerging Markets Hi.. 0.63 %

N/A

 USD 2.89B
DGS WisdomTree Emerging Markets Sm.. 0.63 %

N/A

 USD 2.62B
XSOE WisdomTree Emerging Markets ex.. 0.32 %

N/A

 USD 2.01B
PXH Invesco FTSE RAFI Emerging Mar.. 0.48 %

N/A

 USD 1.27B

ETFs Containing EWX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Diversified Emerging Mkts) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.95% 18% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.95% 18% F 42% F
Trailing 12 Months  
Capital Gain 12.09% 78% C+ 59% D-
Dividend Return 2.55% 38% F 37% F
Total Return 14.64% 70% C- 57% F
Trailing 5 Years  
Capital Gain 31.71% 95% A 63% D
Dividend Return 14.19% 65% D 55% F
Total Return 45.90% 100% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 8.16% 98% N/A 66% D+
Dividend Return 10.68% 98% N/A 67% D+
Total Return 2.52% 63% D 54% F
Risk Return Profile  
Volatility (Standard Deviation) 21.58% 33% F 52% F
Risk Adjusted Return 49.48% 100% F 73% C
Market Capitalization 0.36B 70% C- 53% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.