State Street SPDW Tops Vanguard VWO With 32.9% Return and 0.03% Fee
Updated
Updated · The Motley Fool · Jun 21
State Street SPDW Tops Vanguard VWO With 32.9% Return and 0.03% Fee
2 articles · Updated · The Motley Fool · Jun 21
Summary
SPDW posted a 32.9% one-year return through June 17, beating VWO’s 27.5% while charging a lower 0.03% expense ratio versus 0.06%.
That edge reflects different mandates: SPDW targets developed markets outside the U.S. for steadier exposure, while VWO focuses on faster-growing emerging markets with higher political and economic risk.
Risk and income metrics also favor SPDW for conservative investors, with a smaller five-year max drawdown of 30.2% versus 32.6% and a higher 2.8% dividend yield versus 2.4%.
VWO still offers broader scale for investors seeking aggressive growth, with $162.8 billion in assets and 5,942 holdings, compared with SPDW’s $41.4 billion and 2,453 holdings.