AVEE vs. EEMS
Compare and contrast key facts about Avantis Emerging Markets Small Cap Equity ETF (AVEE) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS).
AVEE and EEMS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVEE is an actively managed fund by Avantis. It was launched on Nov 7, 2023. EEMS is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Small Cap Index. It was launched on Aug 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEE or EEMS.
Correlation
The correlation between AVEE and EEMS is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVEE vs. EEMS - Performance Comparison
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Key characteristics
AVEE:
0.23
EEMS:
0.11
AVEE:
0.44
EEMS:
0.22
AVEE:
1.06
EEMS:
1.03
AVEE:
0.21
EEMS:
0.06
AVEE:
0.60
EEMS:
0.18
AVEE:
7.08%
EEMS:
6.83%
AVEE:
18.10%
EEMS:
16.98%
AVEE:
-20.21%
EEMS:
-48.89%
AVEE:
-5.00%
EEMS:
-5.43%
Returns By Period
In the year-to-date period, AVEE achieves a 4.59% return, which is significantly higher than EEMS's 2.27% return.
AVEE
4.59%
11.04%
1.27%
4.14%
N/A
N/A
EEMS
2.27%
9.56%
0.14%
1.87%
14.33%
4.03%
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AVEE vs. EEMS - Expense Ratio Comparison
AVEE has a 0.42% expense ratio, which is lower than EEMS's 0.69% expense ratio.
Risk-Adjusted Performance
AVEE vs. EEMS — Risk-Adjusted Performance Rank
AVEE
EEMS
AVEE vs. EEMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Emerging Markets Small Cap Equity ETF (AVEE) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS). 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.
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Dividends
AVEE vs. EEMS - Dividend Comparison
AVEE's dividend yield for the trailing twelve months is around 3.11%, more than EEMS's 2.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEE Avantis Emerging Markets Small Cap Equity ETF | 3.11% | 3.26% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | 2.54% | 2.60% | 2.69% | 0.89% | 3.56% | 2.14% | 2.64% | 3.06% | 2.47% | 2.51% | 2.33% | 2.67% |
Drawdowns
AVEE vs. EEMS - Drawdown Comparison
The maximum AVEE drawdown since its inception was -20.21%, smaller than the maximum EEMS drawdown of -48.89%. Use the drawdown chart below to compare losses from any high point for AVEE and EEMS. For additional features, visit the drawdowns tool.
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Volatility
AVEE vs. EEMS - Volatility Comparison
Avantis Emerging Markets Small Cap Equity ETF (AVEE) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS) have volatilities of 5.35% and 5.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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