EMSF vs SPY

AEMSF

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SPY $17,481

Lowest cost0.03%VOO · $3 on $10k

Most income1.52%EMSF · $152 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%EMSF and SPY

Matthews Emerging Markets Sustainable Future Active ETF EMSF · $40MState Street SPDR S&P 500 ETF · $793B

+15.6%3 years · per year$15,440 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%

1.52%12-mo yield$152 · $100 on $10k

Cards for this view

EMSF

Matthews Emerging Markets Sustainable Future Active ETF EMSF

[…]

SPY

SPDR S&P 500

$17,481

MeasureEMSFSPY

Fee0.79%0.09%

Cost on $10k a year$79$9

Yield1.52%1.00%

5 years, per year[…]+11.8%

3 years, per year+15.6%+21.8%

Worst drop · 1Y−25.5%−8.9%

Volatility · 1Y31.3%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AEMSF	Matthews Emerging Markets Sustainable Future Active ETF EMSFRead Desk	0.79%	1.52%	+2.8%	+23.8%	+21.1%	+15.6%	new	−25.5%	$40M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AEMSF	Matthews Emerging Markets Sustainable Future Active ETF EMSFRead Desk	0.79%	1.52%	+2.8%	+23.8%	+21.1%	+15.6%	new	−25.5%	$40M

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