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Upturn AI SWOT - About
SPDR® S&P Emerging Markets Small Cap ETF (EWX)
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Upturn Advisory Summary
08/14/2025: EWX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.83% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.72 | 52 Weeks Range 49.47 - 64.79 | Updated Date 06/30/2025 |
52 Weeks Range 49.47 - 64.79 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P Emerging Markets Small Cap ETF
ETF Overview
Overview
The SPDRu00ae S&P Emerging Markets Small Cap ETF (EEMS) seeks to provide investment results that correspond generally to the total return performance of the S&P Emerging Markets Small Cap Index. It focuses on small-capitalization companies located in emerging markets, offering diversified exposure to this sector.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and emerging market funds.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Emerging Markets Small Cap Index.
Investment Approach and Strategy
Strategy: This ETF aims to track the S&P Emerging Markets Small Cap Index.
Composition The ETF primarily holds stocks of small-capitalization companies located in emerging market countries.
Market Position
Market Share: Market share varies depending on the specific definition of the emerging market small-cap ETF segment, but EEMS holds a significant position.
Total Net Assets (AUM): 388700000
Competitors
Key Competitors
- iShares MSCI Emerging Markets Small-Cap ETF (EEMS)
- WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)
Competitive Landscape
The emerging market small-cap ETF market is moderately concentrated. EEMS benefits from the strong brand recognition of State Street and low expense ratio. Competitors, such as DGS, may focus on different weighting methodologies or dividend yield, offering alternative investment strategies.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers and SSGA's website. It's important to consider performance over various timeframes (1 year, 3 years, 5 years, 10 years).
Benchmark Comparison: The ETF's performance should be compared against the S&P Emerging Markets Small Cap Index to assess tracking error.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume varies, but generally supports efficient trading for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's tradability.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, interest rate fluctuations, currency exchange rates, and geopolitical events influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the overall performance of small-cap companies in emerging markets and investor sentiment towards these markets.
Moat and Competitive Advantages
Competitive Edge
EEMS benefits from State Street's brand recognition and experience in managing ETFs. Its primary advantage is low expense ratio, which provides a cost-effective way to access emerging market small-cap exposure. The ETF tracks a widely recognized index, which ensures transparency and relatively predictable performance. The fund's liquidity also supports efficient trading for investors seeking exposure to this asset class.
Risk Analysis
Volatility
The ETF is subject to emerging market volatility, which can be higher than developed markets.
Market Risk
The ETF is exposed to risks associated with emerging market economies, including political instability, currency fluctuations, and regulatory changes.
Investor Profile
Ideal Investor Profile
Investors seeking diversification through exposure to emerging market small-cap companies and those who understand the risks associated with emerging markets.
Market Risk
Suitable for long-term investors seeking growth potential, but with an understanding of the associated risks.
Summary
The SPDRu00ae S&P Emerging Markets Small Cap ETF (EEMS) offers a convenient way to access the small-cap segment of emerging markets. Managed by State Street, a reputable ETF issuer, it tracks the S&P Emerging Markets Small Cap Index. While it carries risks inherent to emerging markets, its low expense ratio and transparent index-tracking strategy make it a compelling option for investors seeking diversification. It's best suited for long-term investors with a higher risk tolerance who believe in the growth potential of emerging market small-cap companies. Investors should carefully consider their investment objectives and risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA), S&P Dow Jones Indices, FactSet
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P Emerging Markets Small Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is a float-adjusted market capitalization weighted index designed to represent the small capitalization segment of emerging countries included in the S&P Global BMI.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.