AIA vs. EEMA
Compare and contrast key facts about iShares Asia 50 ETF (AIA) and iShares MSCI Emerging Markets Asia ETF (EEMA).
AIA and EEMA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIA is a passively managed fund by iShares that tracks the performance of the S&P Asia 50. It was launched on Nov 13, 2007. EEMA is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Asia Index. It was launched on Feb 8, 2012. Both AIA and EEMA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIA or EEMA.
Performance
AIA vs. EEMA - Performance Comparison
Returns By Period
In the year-to-date period, AIA achieves a 21.41% return, which is significantly higher than EEMA's 12.55% return. Over the past 10 years, AIA has outperformed EEMA with an annualized return of 6.01%, while EEMA has yielded a comparatively lower 4.19% annualized return.
AIA
21.41%
-5.92%
3.86%
22.93%
4.37%
6.01%
EEMA
12.55%
-5.91%
1.63%
17.05%
3.85%
4.19%
Key characteristics
| AIA | EEMA | |
|---|---|---|
| Sharpe Ratio | 1.01 | 0.96 |
| Sortino Ratio | 1.53 | 1.45 |
| Omega Ratio | 1.19 | 1.18 |
| Calmar Ratio | 0.51 | 0.50 |
| Martin Ratio | 4.71 | 4.58 |
| Ulcer Index | 4.90% | 3.71% |
| Daily Std Dev | 22.78% | 17.84% |
| Max Drawdown | -60.89% | -44.19% |
| Current Drawdown | -26.47% | -20.54% |
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AIA vs. EEMA - Expense Ratio Comparison
Both AIA and EEMA have an expense ratio of 0.50%.
Correlation
The correlation between AIA and EEMA is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
AIA vs. EEMA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia 50 ETF (AIA) and iShares MSCI Emerging Markets Asia ETF (EEMA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AIA vs. EEMA - Dividend Comparison
AIA's dividend yield for the trailing twelve months is around 1.96%, more than EEMA's 1.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIA iShares Asia 50 ETF | 1.96% | 2.62% | 2.59% | 1.53% | 1.11% | 2.24% | 2.50% | 1.45% | 2.29% | 2.88% | 2.24% | 2.07% |
EEMA iShares MSCI Emerging Markets Asia ETF | 1.92% | 2.25% | 1.78% | 2.19% | 1.15% | 1.86% | 2.17% | 1.73% | 1.74% | 2.44% | 1.33% | 2.42% |
Drawdowns
AIA vs. EEMA - Drawdown Comparison
The maximum AIA drawdown since its inception was -60.89%, which is greater than EEMA's maximum drawdown of -44.19%. Use the drawdown chart below to compare losses from any high point for AIA and EEMA. For additional features, visit the drawdowns tool.
Volatility
AIA vs. EEMA - Volatility Comparison
iShares Asia 50 ETF (AIA) has a higher volatility of 7.05% compared to iShares MSCI Emerging Markets Asia ETF (EEMA) at 5.74%. This indicates that AIA's price experiences larger fluctuations and is considered to be riskier than EEMA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.