KEMQ vs SPY

KEMQ vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricKEMQSPYWinner
Expense Ratio0.49%0.09%
AUM$26M$821.1B
Dividend Yield5.24%1.01%
Holdings67505
YTD Return+1.65%+12.71%
1Y Return+15.71%+20.53%
3Y Return (annualized)+23.75%+21.60%
5Y Return (annualized)-0.98%+12.79%
Volatility (annualized)24.5%15.3%
Max Drawdown-70.7%-56.5%
Fund FamilyKraneSharesState Street Investment Management
CategoryEquityEquity
InceptionOct 11, 2017Jan 22, 1993

KEMQ vs SPY Performance

KraneShares Public-Private Emerging Markets Internet and Technology ETF (KEMQ) is a ETF from KraneShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year KEMQ returned +15.71% while SPY returned +20.53%. Year to date, KEMQ is up 1.65% versus a gain of 12.71% for SPY.

Over three years, KEMQ compounded at +23.75% per year against +21.60% for SPY; over five years the annualized figures are -0.98% and +12.79% respectively. Across the full 9-year window we track, SPY has the edge at +8.80% annualized vs +1.63%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KEMQ has been the more volatile fund, with annualized monthly volatility of 24.5% 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 -70.7% for KEMQ 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KEMQ charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, KEMQ currently yields 5.24% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

KEMQ and SPY share 0 holdings out of 557 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, KEMQ or SPY?

KEMQ has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, KEMQ or SPY?

Over the past year KEMQ returned +15.71% vs +20.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (9 years), KEMQ annualized +1.63% vs +8.80% for SPY. Past performance does not guarantee future results.

Which is riskier, KEMQ or SPY?

KEMQ has been the more volatile fund at 24.5% annualized versus 15.3% for SPY. Worst drawdown: KEMQ -70.7% vs SPY -56.5%.

Should I hold both KEMQ and SPY?

KEMQ and SPY have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KEMQ and SPY?

KEMQ and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 557 unique securities.

Which pays a higher dividend, KEMQ or SPY?

KEMQ yields 5.24% while SPY yields 1.01%, so KEMQ currently pays the higher dividend yield.

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