iShares ESG MSCI EM Leaders ETF (LDEM)
LDEM is a passive ETF by iShares tracking the investment results of the MSCI EM Extended ESG Leaders 5% Issuer Capped Index. LDEM launched on Feb 5, 2020 and has a 0.16% expense ratio.
ETF Info
| Issuer | iShares |
|---|---|
| Inception Date | Feb 5, 2020 |
| Region | Emerging Markets (Broad) |
| Category | Emerging Markets Equities |
| Index Tracked | MSCI EM Extended ESG Leaders 5% Issuer Capped Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
LDEM features an expense ratio of 0.16%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: LDEM vs. FNDE, LDEM vs. EMXF, LDEM vs. EIMI.L, LDEM vs. ESGE, LDEM vs. DIVISLAB.NS
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares ESG MSCI EM Leaders ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares ESG MSCI EM Leaders ETF had a return of 6.48% year-to-date (YTD) and 7.75% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.48% | 11.05% |
| 1 month | 9.49% | 4.86% |
| 6 months | 8.39% | 17.50% |
| 1 year | 7.75% | 27.37% |
| 5 years (annualized) | N/A | 13.14% |
| 10 years (annualized) | N/A | 10.90% |
Monthly Returns
The table below presents the monthly returns of LDEM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.84% | 3.37% | 1.34% | -0.16% | 6.48% | ||||||||
| 2023 | 11.19% | -7.66% | 4.02% | -1.54% | -3.15% | 3.87% | 6.23% | -7.66% | -2.58% | -4.32% | 6.63% | 3.23% | 6.49% |
| 2022 | 0.96% | -4.73% | -2.69% | -6.85% | 0.20% | -4.89% | -2.15% | -0.88% | -11.45% | -2.41% | 16.60% | -4.52% | -22.47% |
| 2021 | 4.75% | -0.02% | 0.48% | 1.73% | 1.00% | 2.17% | -5.79% | 2.62% | -3.91% | 1.03% | -4.68% | -0.88% | -2.03% |
| 2020 | -9.62% | -18.78% | 10.09% | 4.08% | 6.62% | 8.20% | 2.22% | -1.64% | 2.10% | 9.62% | 5.86% | 15.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LDEM is 21, indicating that it is in the bottom 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
LDEM (iShares ESG MSCI EM Leaders ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG MSCI EM Leaders ETF (LDEM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares ESG MSCI EM Leaders ETF granted a 3.01% dividend yield in the last twelve months. The annual payout for that period amounted to $1.41 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $1.41 | $1.41 | $2.10 | $1.04 | $1.13 |
Dividend yield | 3.01% | 3.20% | 4.91% | 1.81% | 1.89% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG MSCI EM Leaders ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $1.41 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.69 | $2.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $1.04 |
| 2020 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $1.13 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG MSCI EM Leaders ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares ESG MSCI EM Leaders ETF was 40.83%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current iShares ESG MSCI EM Leaders ETF drawdown is 24.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.83% | Feb 18, 2021 | 425 | Oct 24, 2022 | — | — | — |
| -32.59% | Feb 13, 2020 | 27 | Mar 23, 2020 | 95 | Aug 6, 2020 | 122 |
| -6.26% | Aug 31, 2020 | 19 | Sep 25, 2020 | 10 | Oct 9, 2020 | 29 |
| -4.89% | Jan 22, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -3.01% | Oct 26, 2020 | 5 | Oct 30, 2020 | 3 | Nov 4, 2020 | 8 |
Volatility
Volatility Chart
The current iShares ESG MSCI EM Leaders ETF volatility is 4.33%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.