DBEM vs. ESGE
Compare and contrast key facts about Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) and iShares ESG Aware MSCI EM ETF (ESGE).
DBEM and ESGE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DBEM is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI EM US Dollar Hedged Index. It was launched on Jun 9, 2011. ESGE is a passively managed fund by iShares that tracks the performance of the MSCI EM Extended ESG Focus Index. It was launched on Jun 28, 2016. Both DBEM and ESGE 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: DBEM or ESGE.
Correlation
The correlation between DBEM and ESGE 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
DBEM vs. ESGE - Performance Comparison
Key characteristics
DBEM:
1.15
ESGE:
1.07
DBEM:
1.66
ESGE:
1.58
DBEM:
1.21
ESGE:
1.20
DBEM:
0.80
ESGE:
0.58
DBEM:
3.87
ESGE:
3.37
DBEM:
4.18%
ESGE:
4.90%
DBEM:
14.08%
ESGE:
15.55%
DBEM:
-33.50%
ESGE:
-41.07%
DBEM:
-6.61%
ESGE:
-15.27%
Returns By Period
In the year-to-date period, DBEM achieves a 5.79% return, which is significantly lower than ESGE's 8.24% return.
DBEM
5.79%
5.15%
6.48%
15.08%
4.74%
4.06%
ESGE
8.24%
5.89%
5.76%
15.23%
3.07%
N/A
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DBEM vs. ESGE - Expense Ratio Comparison
DBEM has a 0.66% expense ratio, which is higher than ESGE's 0.25% expense ratio.
Risk-Adjusted Performance
DBEM vs. ESGE — Risk-Adjusted Performance Rank
DBEM
ESGE
DBEM vs. ESGE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) and iShares ESG Aware MSCI EM ETF (ESGE). 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
DBEM vs. ESGE - Dividend Comparison
DBEM's dividend yield for the trailing twelve months is around 2.34%, more than ESGE's 2.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF | 2.34% | 2.48% | 2.55% | 2.65% | 1.77% | 1.74% | 2.59% | 2.85% | 1.51% | 1.59% | 3.49% | 2.08% |
ESGE iShares ESG Aware MSCI EM ETF | 2.22% | 2.40% | 2.65% | 2.68% | 2.66% | 1.31% | 2.59% | 2.18% | 1.86% | 0.27% | 0.00% | 0.00% |
Drawdowns
DBEM vs. ESGE - Drawdown Comparison
The maximum DBEM drawdown since its inception was -33.50%, smaller than the maximum ESGE drawdown of -41.07%. Use the drawdown chart below to compare losses from any high point for DBEM and ESGE. For additional features, visit the drawdowns tool.
Volatility
DBEM vs. ESGE - Volatility Comparison
The current volatility for Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) is 3.51%, while iShares ESG Aware MSCI EM ETF (ESGE) has a volatility of 4.12%. This indicates that DBEM experiences smaller price fluctuations and is considered to be less risky than ESGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.