EWH vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricEWHSPYWinner
Expense Ratio0.50%0.09%
AUM$1.2B$789.1B
Dividend Yield4.95%1.01%
Holdings35505
YTD Return+4.31%+13.68%
1Y Return+11.12%+21.53%
3Y Return (annualized)+10.89%+21.44%
5Y Return (annualized)+0.64%+13.18%
Volatility (annualized)24.1%15.3%
Max Drawdown-69.3%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
InceptionMar 12, 1996Jan 22, 1993

EWH vs SPY Performance

iShares MSCI Hong Kong ETF (EWH) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year EWH returned +11.12% while SPY returned +21.53%. Year to date, EWH is up 4.31% versus a gain of 13.68% for SPY.

Over three years, EWH compounded at +10.89% per year against +21.44% for SPY; over five years the annualized figures are +0.64% and +13.18% respectively. Across the full 30-year window we track, SPY has the edge at +8.85% annualized vs +2.29%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWH has been the more volatile fund, with annualized monthly volatility of 24.1% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -69.3% for EWH and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWH charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, EWH currently yields 4.95% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

EWH and SPY share 0 holdings out of 529 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, EWH or SPY?

EWH has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, EWH or SPY?

Over the past year EWH returned +11.12% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (30 years), EWH annualized +2.29% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, EWH or SPY?

EWH has been the more volatile fund at 24.1% annualized versus 15.3% for SPY. Worst drawdown: EWH -69.3% vs SPY -56.5%.

Should I hold both EWH and SPY?

EWH and SPY have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWH and SPY?

EWH and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 529 unique securities.

Which pays a higher dividend, EWH or SPY?

EWH yields 4.95% while SPY yields 1.01%, so EWH currently pays the higher dividend yield.

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