KF vs SPGM
The Korea Fund, Inc. vs State Street SPDR Portfolio MSCI Global Stock Market ETF
Quick Verdict
KF delivered stronger 1-year returns. SPGM offers more diversification with 2846 holdings.
Side-by-Side Comparison
| Metric | KF | SPGM | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.09% | |
| AUM | $285M | $1.7B | |
| Dividend Yield | 1.57% | 1.80% | |
| Holdings | 52 | 2,985 | |
| YTD Return | +64.67% | +15.00% | |
| 1Y Return | +130.85% | +25.46% | |
| 3Y Return (annualized) | +44.19% | +21.19% | |
| 5Y Return (annualized) | +17.31% | +11.61% | |
| Volatility (annualized) | 43.4% | 13.7% | |
| Max Drawdown | -77.0% | -34.0% | |
| Fund Family | The Korea Fund, Inc. (KF) | SPDR State Street Global Advisors | |
| Category | Equity | Equity | |
| Inception | Aug 29, 1984 | Feb 27, 2012 |
KF vs SPGM Performance
The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF) and State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors. Over the past year KF returned +130.85% while SPGM returned +25.46%. Year to date, KF is up 64.67% versus a gain of 15.00% for SPGM.
Over three years, KF compounded at +44.19% per year against +21.19% for SPGM; over five years the annualized figures are +17.31% and +11.61% respectively. Across the full 15-year window we track, KF has the edge at +16.48% annualized vs +9.93%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 13.7% for SPGM. 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 -77.0% for KF and -34.0% for SPGM. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
KF and SPGM share 17 holdings out of 2878 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, KF or SPGM?
Over the past year KF returned +130.85% vs +25.46% for SPGM, so KF leads on 1-year performance. Over the longest common window we track (15 years), KF annualized +16.48% vs +9.93% for SPGM. Past performance does not guarantee future results.
Which is riskier, KF or SPGM?
KF has been the more volatile fund at 43.4% annualized versus 13.7% for SPGM. Worst drawdown: KF -77.0% vs SPGM -34.0%.
Should I hold both KF and SPGM?
KF and SPGM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KF and SPGM?
KF and SPGM share 17 common holdings with a 0.6% weight overlap. Combined, they hold 2878 unique securities.
Which pays a higher dividend, KF or SPGM?
KF yields 1.57% while SPGM yields 1.80%, so SPGM currently pays the higher dividend yield.
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