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SPDR® MSCI Emerging Markets StrategicFactors ETF (QEMM)QEMM
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Upturn Advisory Summary
08/30/2024: QEMM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -9.31% | Upturn Advisory Performance  2 | Avg. Invested days: 39 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 08/30/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -9.31% | Avg. Invested days: 39 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 08/30/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 2093 | Beta 0.78 |
52 Weeks Range 49.73 - 60.86 | Updated Date 09/19/2024 |
52 Weeks Range 49.73 - 60.86 | Updated Date 09/19/2024 |
AI Summarization
ETF SPDR® MSCI Emerging Markets StrategicFactors ETF (SPEM) Summary
Profile: SPEM is an ETF that invests in large- and mid-capitalization stocks of emerging markets, with a focus on quality and value factors. This means the fund selects companies with strong financial fundamentals (quality) and that are considered undervalued by the market (value).
Objective: SPEM aims to achieve long-term capital appreciation by investing in a diversified portfolio of emerging market stocks with a focus on quality and value factors.
Issuer:
- Name: State Street Global Advisors (SSgA)
- Reputation and Reliability: SSgA is a global asset manager with a strong reputation and track record. It is the third-largest asset manager in the world with over $3.5 trillion in assets under management.
- Management: The ETF is managed by a team of experienced investment professionals with a deep understanding of emerging markets.
Market Share: SPEM has a market share of approximately 0.8% in the Emerging Markets Equity ETF category.
Total Net Assets: $2.57 billion (as of November 7, 2023)
Moat:
- Unique Strategy: SPEM's focus on quality and value factors provides a differentiated approach to investing in emerging markets.
- Experienced Management: The ETF's management team has a proven track record of success in emerging markets investing.
- Low Cost: With an expense ratio of 0.35%, SPEM offers investors a cost-effective way to access emerging markets with a quality and value focus.
Financial Performance:
- Historical Performance: SPEM has outperformed its benchmark index, the MSCI Emerging Markets Index, over the past 3 and 5 years.
- Benchmark Comparison: The ETF's outperformance can be attributed to its focus on quality and value stocks, which have generally outperformed the broader market over the long term.
Growth Trajectory: While past performance is not indicative of future results, SPEM's focus on a growing segment of the emerging markets with a differentiated approach positions it well for continued growth.
Liquidity:
- Average Trading Volume: Approximately 75,000 shares per day
- Bid-Ask Spread: 0.03%
Market Dynamics: Emerging markets offer significant growth potential but come with higher volatility and political risks. SPEM's focus on quality and value helps mitigate some of these risks.
Competitors:
- iShares Edge MSCI EM Value Factor ETF (EMVL) - Market share: 1.8%
- Xtrackers MSCI Emerging Markets Value Factor UCITS ETF 1C (XVEV) - Market share: 1.3%
Expense Ratio: 0.35%
Investment Approach and Strategy:
- Strategy: SPEM tracks the MSCI Emerging Markets Strategic Value Factor Index.
- Composition: The ETF invests in approximately 200 large- and mid-capitalization stocks across various sectors in emerging markets.
Key Points:
- Focuses on quality and value factors in emerging markets.
- Strong track record of outperforming its benchmark.
- Experienced management team.
- Low expense ratio.
Risks:
- Volatility: Emerging markets are inherently more volatile than developed markets.
- Market Risk: The ETF is subject to the risks associated with its underlying assets, such as political and economic instability in emerging markets.
Who Should Consider Investing: Investors seeking long-term capital appreciation with a focus on emerging markets, quality, and value.
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
Resources:
- SSgA website: https://www.ssga.com/us/en/individual/etfs/equity/spdr-MSCI-emerging-markets-strategicfactors-etf-spx
- Morningstar: https://www.morningstar.com/etfs/xnas/spem/quote
- Yahoo Finance: https://finance.yahoo.com/quote/SPEM
Fundamental Rating Based on AI:
Based on the analysis above, SPEM receives a Fundamental Rating of 8 out of 10. This rating is supported by its strong financial performance, experienced management team, differentiated investment approach, and competitive expense ratio.
However, investors should be aware of the inherent risks associated with emerging markets before investing.
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® MSCI Emerging Markets StrategicFactors ETF
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 captures large- and mid-cap representation across 26 emerging markets countries and aims to represent the performance of value, low volatility, and quality factor strategies.
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