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CWO.NEO vs. CAEM.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CWO.NEO vs. CAEM.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Emerging Markets Fundamental Index ETF (CWO.NEO) and Avantis CIBC Emerging Markets Equity ETF (CAEM.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


CWO.NEO

1D
-1.42%
1M
4.14%
YTD
13.80%
6M
13.05%
1Y
35.32%
3Y*
23.05%
5Y*
11.55%
10Y*
11.43%

CAEM.TO

1D
-0.87%
1M
9.77%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CWO.NEO vs. CAEM.TO - Yearly Performance Comparison


Correlation

The correlation between CWO.NEO and CAEM.TO is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 1, 2026

0.69

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Return for Risk

CWO.NEO vs. CAEM.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CWO.NEO
CWO.NEO Risk / Return Rank: 6868
Overall Rank
CWO.NEO Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
CWO.NEO Sortino Ratio Rank: 6666
Sortino Ratio Rank
CWO.NEO Omega Ratio Rank: 7272
Omega Ratio Rank
CWO.NEO Calmar Ratio Rank: 6666
Calmar Ratio Rank
CWO.NEO Martin Ratio Rank: 6868
Martin Ratio Rank

CAEM.TO
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CWO.NEO vs. CAEM.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Emerging Markets Fundamental Index ETF (CWO.NEO) and Avantis CIBC Emerging Markets Equity ETF (CAEM.TO). 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.


CWO.NEOCAEM.TODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.43

Calmar ratioReturn relative to maximum drawdown

3.26

Martin ratioReturn relative to average drawdown

12.37

CWO.NEO vs. CAEM.TO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CWO.NEOCAEM.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

7.86

-7.41

Drawdowns

CWO.NEO vs. CAEM.TO - Drawdown Comparison

The maximum CWO.NEO drawdown since its inception was -31.99%, which is greater than CAEM.TO's maximum drawdown of -4.26%. Use the drawdown chart below to compare losses from any high point for CWO.NEO and CAEM.TO.


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Drawdown Indicators


CWO.NEOCAEM.TODifference

Max Drawdown

Largest peak-to-trough decline

-31.99%

-4.26%

-27.73%

Max Drawdown (1Y)

Largest decline over 1 year

-10.90%

Max Drawdown (3Y)

Largest decline over 3 years

-17.12%

Max Drawdown (5Y)

Largest decline over 5 years

-24.80%

Max Drawdown (10Y)

Largest decline over 10 years

-31.97%

Current Drawdown

Current decline from peak

-1.42%

-0.87%

-0.55%

Average Drawdown

Average peak-to-trough decline

-10.29%

-0.74%

-9.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.86%

Volatility

CWO.NEO vs. CAEM.TO - Volatility Comparison


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Volatility by Period


CWO.NEOCAEM.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.40%

Volatility (6M)

Calculated over the trailing 6-month period

12.46%

Volatility (1Y)

Calculated over the trailing 1-year period

15.50%

19.42%

-3.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.65%

19.42%

-2.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.52%

19.42%

-1.90%

Dividends

CWO.NEO vs. CAEM.TO - Dividend Comparison

CWO.NEO's dividend yield for the trailing twelve months is around 2.45%, while CAEM.TO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CAEM.TO
Avantis CIBC Emerging Markets Equity ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CWO.NEO
iShares Emerging Markets Fundamental Index ETF
2.45%2.79%3.50%4.14%5.03%4.61%2.64%3.01%3.22%2.60%2.57%3.23%

Frequently Asked Questions


CWO.NEO and CAEM.TO have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: iShares and CIBC.

Portfolio Optimizer

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