DAADX vs. EMXC
Compare and contrast key facts about DFA Emerging Markets ex China Core Equity Portfolio (DAADX) and iShares MSCI Emerging Markets ex China ETF (EMXC).
DAADX is managed by Dimensional Fund Advisors LP. It was launched on Nov 14, 2021. EMXC is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets ex China Index. It was launched on Jul 19, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DAADX or EMXC.
Correlation
The correlation between DAADX and EMXC is 0.92, 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.
Performance
DAADX vs. EMXC - Performance Comparison
Key characteristics
DAADX:
0.33
EMXC:
0.36
DAADX:
0.50
EMXC:
0.58
DAADX:
1.07
EMXC:
1.07
DAADX:
0.35
EMXC:
0.44
DAADX:
0.83
EMXC:
0.98
DAADX:
4.73%
EMXC:
5.18%
DAADX:
11.90%
EMXC:
14.04%
DAADX:
-24.99%
EMXC:
-42.80%
DAADX:
-7.94%
EMXC:
-7.37%
Returns By Period
In the year-to-date period, DAADX achieves a 1.51% return, which is significantly lower than EMXC's 3.43% return.
DAADX
1.51%
1.20%
-5.57%
3.01%
N/A
N/A
EMXC
3.43%
2.03%
-4.45%
4.50%
5.51%
N/A
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DAADX vs. EMXC - Expense Ratio Comparison
DAADX has a 0.43% expense ratio, which is lower than EMXC's 0.49% expense ratio.
Risk-Adjusted Performance
DAADX vs. EMXC — Risk-Adjusted Performance Rank
DAADX
EMXC
DAADX vs. EMXC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Emerging Markets ex China Core Equity Portfolio (DAADX) and iShares MSCI Emerging Markets ex China ETF (EMXC). 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
DAADX vs. EMXC - Dividend Comparison
DAADX's dividend yield for the trailing twelve months is around 2.59%, which matches EMXC's 2.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DAADX DFA Emerging Markets ex China Core Equity Portfolio | 2.59% | 2.63% | 2.81% | 3.01% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% |
EMXC iShares MSCI Emerging Markets ex China ETF | 2.60% | 2.69% | 1.83% | 2.85% | 1.78% | 1.45% | 3.25% | 2.63% | 0.99% |
Drawdowns
DAADX vs. EMXC - Drawdown Comparison
The maximum DAADX drawdown since its inception was -24.99%, smaller than the maximum EMXC drawdown of -42.80%. Use the drawdown chart below to compare losses from any high point for DAADX and EMXC. For additional features, visit the drawdowns tool.
Volatility
DAADX vs. EMXC - Volatility Comparison
The current volatility for DFA Emerging Markets ex China Core Equity Portfolio (DAADX) is 3.59%, while iShares MSCI Emerging Markets ex China ETF (EMXC) has a volatility of 4.22%. This indicates that DAADX experiences smaller price fluctuations and is considered to be less risky than EMXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.