EMBX vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricEMBXSPYWinner
Expense Ratio0.76%0.09%
AUM$257M$789.1B
Dividend Yield3.66%1.01%
Holdings129505
YTD Return+3.60%+13.75%
1Y Return-+22.91%
3Y Return (annualized)-+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)-15.3%
Max Drawdown-5.1%-56.5%
Fund FamilyVanEckState Street Investment Management
CategoryFixed IncomeEquity
InceptionJul 9, 2012Jan 22, 1993

EMBX vs SPY Performance

VanEck Emerging Markets Bond ETF (EMBX) is a ETF from VanEck and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, EMBX is up 3.60% versus a gain of 13.75% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.1% for EMBX and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

EMBX charges 0.76% per year while SPY charges 0.09%. On a $10,000 position that is $76 vs $9 annually, a gap of $67 per year that compounds over a long holding period. On income, EMBX currently yields 3.66% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

EMBX and SPY share 0 holdings out of 520 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EMBX or SPY?

EMBX has an expense ratio of 0.76% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between EMBX and SPY?

EMBX and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, EMBX or SPY?

EMBX yields 3.66% while SPY yields 1.01%, so EMBX currently pays the higher dividend yield.

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