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ECNS vs. EMMF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ECNS vs. EMMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI China Small-Cap ETF (ECNS) and WisdomTree Emerging Markets Multifactor Fund (EMMF). The values are adjusted to include any dividend payments, if applicable.

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ECNS vs. EMMF - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ECNS
iShares MSCI China Small-Cap ETF
-0.77%36.49%5.64%-23.05%-24.58%2.11%25.42%7.84%-16.06%
EMMF
WisdomTree Emerging Markets Multifactor Fund
5.23%21.22%9.45%20.59%-13.47%5.97%9.25%2.30%-6.64%

Returns By Period

In the year-to-date period, ECNS achieves a -0.77% return, which is significantly lower than EMMF's 5.23% return.


ECNS

1D
1.31%
1M
-9.47%
YTD
-0.77%
6M
-14.00%
1Y
24.71%
3Y*
4.60%
5Y*
-5.59%
10Y*
2.22%

EMMF

1D
3.29%
1M
-7.68%
YTD
5.23%
6M
9.36%
1Y
27.88%
3Y*
17.64%
5Y*
7.45%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ECNS vs. EMMF - Expense Ratio Comparison

ECNS has a 0.59% expense ratio, which is higher than EMMF's 0.48% expense ratio.


Return for Risk

ECNS vs. EMMF — Risk / Return Rank

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

ECNS
ECNS Risk / Return Rank: 5252
Overall Rank
ECNS Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
ECNS Sortino Ratio Rank: 5353
Sortino Ratio Rank
ECNS Omega Ratio Rank: 5858
Omega Ratio Rank
ECNS Calmar Ratio Rank: 5757
Calmar Ratio Rank
ECNS Martin Ratio Rank: 3535
Martin Ratio Rank

EMMF
EMMF Risk / Return Rank: 8585
Overall Rank
EMMF Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EMMF Sortino Ratio Rank: 8585
Sortino Ratio Rank
EMMF Omega Ratio Rank: 8585
Omega Ratio Rank
EMMF Calmar Ratio Rank: 8686
Calmar Ratio Rank
EMMF Martin Ratio Rank: 8787
Martin Ratio Rank
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.

ECNS vs. EMMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China Small-Cap ETF (ECNS) and WisdomTree Emerging Markets Multifactor Fund (EMMF). 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.


ECNSEMMFDifference

Sharpe ratio

Return per unit of total volatility

0.99

1.66

-0.67

Sortino ratio

Return per unit of downside risk

1.38

2.25

-0.87

Omega ratio

Gain probability vs. loss probability

1.21

1.34

-0.13

Calmar ratio

Return relative to maximum drawdown

1.39

2.58

-1.20

Martin ratio

Return relative to average drawdown

3.09

10.52

-7.43

ECNS vs. EMMF - Sharpe Ratio Comparison

The current ECNS Sharpe Ratio is 0.99, which is lower than the EMMF Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of ECNS and EMMF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ECNSEMMFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

1.66

-0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

0.53

-0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.39

-0.36

Correlation

The correlation between ECNS and EMMF is 0.64, 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.


Dividends

ECNS vs. EMMF - Dividend Comparison

ECNS's dividend yield for the trailing twelve months is around 6.25%, more than EMMF's 2.25% yield.


TTM20252024202320222021202020192018201720162015
ECNS
iShares MSCI China Small-Cap ETF
6.25%6.20%5.98%4.89%3.54%4.87%3.59%3.23%6.16%3.18%4.29%3.58%
EMMF
WisdomTree Emerging Markets Multifactor Fund
2.25%2.45%1.30%1.62%3.48%2.64%1.93%2.93%0.66%0.00%0.00%0.00%

Drawdowns

ECNS vs. EMMF - Drawdown Comparison

The maximum ECNS drawdown since its inception was -63.43%, which is greater than EMMF's maximum drawdown of -32.57%. Use the drawdown chart below to compare losses from any high point for ECNS and EMMF.


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Drawdown Indicators


ECNSEMMFDifference

Max Drawdown

Largest peak-to-trough decline

-63.43%

-32.57%

-30.86%

Max Drawdown (1Y)

Largest decline over 1 year

-16.93%

-10.62%

-6.31%

Max Drawdown (5Y)

Largest decline over 5 years

-59.61%

-25.20%

-34.41%

Max Drawdown (10Y)

Largest decline over 10 years

-63.43%

Current Drawdown

Current decline from peak

-36.12%

-7.68%

-28.44%

Average Drawdown

Average peak-to-trough decline

-29.32%

-7.58%

-21.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.58%

2.61%

+4.97%

Volatility

ECNS vs. EMMF - Volatility Comparison

The current volatility for iShares MSCI China Small-Cap ETF (ECNS) is 7.46%, while WisdomTree Emerging Markets Multifactor Fund (EMMF) has a volatility of 9.11%. This indicates that ECNS experiences smaller price fluctuations and is considered to be less risky than EMMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ECNSEMMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.46%

9.11%

-1.65%

Volatility (6M)

Calculated over the trailing 6-month period

15.18%

12.48%

+2.70%

Volatility (1Y)

Calculated over the trailing 1-year period

25.22%

16.91%

+8.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.43%

14.01%

+15.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.05%

16.45%

+9.60%