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Upturn AI SWOT - About
SPDR® S&P Emerging Markets Small Cap ETF (EWX)
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Upturn Advisory Summary
10/01/2025: 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 11.78% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/01/2025 |
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 (EWX) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Emerging Markets SmallCap Index. The fund invests in a broad range of small-cap companies located in emerging markets.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing ETFs and passive investment strategies.
Investment Objective
Goal
To closely track the investment results of the S&P Emerging Markets SmallCap Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it invests in all or substantially all of the securities in the underlying index in approximately the same proportions as in the index.
Composition The ETF primarily holds stocks of small-cap companies located in emerging market countries.
Market Position
Market Share: Relatively small market share compared to broad emerging market ETFs.
Total Net Assets (AUM): 413583907
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares Core MSCI Emerging Markets ETF (IEMG)
- iShares MSCI Emerging Markets Small-Cap ETF (EEMS)
Competitive Landscape
The ETF industry is highly competitive. EWX focuses on small-cap emerging markets, providing more focused exposure than broader EM ETFs. EWX's higher expense ratio compared to VWO and IEMG may be a disadvantage.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers. This data should be presented numerically in a structured array for easy plotting.
Benchmark Comparison: The ETF's performance should be compared to the S&P Emerging Markets SmallCap Index to assess tracking error.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, reflecting its smaller size and niche focus.
Bid-Ask Spread
The bid-ask spread is generally reasonable but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Emerging market economic growth, interest rates, political stability, and currency fluctuations all influence the ETF's performance.
Growth Trajectory
Growth depends on the performance of small-cap companies in emerging markets. There may be shifts to country allocation and sector weightings based on index changes and market conditions.
Moat and Competitive Advantages
Competitive Edge
EWX offers targeted exposure to the small-cap segment of emerging markets, a relatively less covered area. It provides a different risk-return profile compared to broad emerging market ETFs. Its strength lies in tracking the S&P Emerging Markets SmallCap Index, offering a specific investment strategy. It allows investors to overweight small-cap stocks in their EM allocation. However, its smaller AUM and higher expense ratio can be a disadvantage compared to larger, more liquid competitors.
Risk Analysis
Volatility
The ETF is subject to emerging market risk, which includes currency risk, political risk, and economic instability. Small-cap stocks are generally more volatile than large-cap stocks.
Market Risk
Emerging markets are more susceptible to economic shocks and market downturns than developed markets.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to small-cap emerging market equities and is willing to accept the higher risk and potential volatility associated with this asset class.
Market Risk
This ETF is more suitable for long-term investors with a higher risk tolerance than for active traders due to the potential for volatility.
Summary
The SPDRu00ae S&P Emerging Markets Small Cap ETF (EWX) provides exposure to small-cap equities in emerging markets. It tracks the S&P Emerging Markets SmallCap Index and is managed by State Street Global Advisors. The fund is subject to emerging market risks and may be more volatile than broader emerging market ETFs. It suits investors seeking targeted exposure to small-cap EM stocks and those with a higher risk tolerance, however, its smaller size and higher expense ratio may be a concern for some investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA), S&P Dow Jones Indices, ETF.com, Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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.