RWEM vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: RWEMMore Diversified: SPY

Side-by-Side Comparison

MetricRWEMSPYWinner
Expense Ratio0.52%0.09%
AUM$69M$789.1B
Dividend Yield1.80%1.01%
Holdings269505
YTD Return+20.64%+13.68%
1Y Return-+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)-15.3%
Max Drawdown-15.4%-56.5%
Fund FamilyThe Advisors Inner Circle FundState Street Investment Management
CategoryEquityEquity
InceptionDec 15, 2021Jan 22, 1993

RWEM vs SPY Performance

Rayliant NxtGen Multifactor Emerging Markets Equity ETF (RWEM) is a ETF from The Advisors Inner Circle Fund and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, RWEM is up 20.64% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -15.4% for RWEM 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

RWEM charges 0.52% per year while SPY charges 0.09%. On a $10,000 position that is $52 vs $9 annually, a gap of $43 per year that compounds over a long holding period. On income, RWEM currently yields 1.80% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

RWEM and SPY share 0 holdings out of 727 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, RWEM or SPY?

RWEM has an expense ratio of 0.52% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

What is the holdings overlap between RWEM and SPY?

RWEM and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 727 unique securities.

Which pays a higher dividend, RWEM or SPY?

RWEM yields 1.80% while SPY yields 1.01%, so RWEM currently pays the higher dividend yield.

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