EDIV vs. EMXC
Compare and contrast key facts about SPDR S&P Emerging Markets Dividend ETF (EDIV) and iShares MSCI Emerging Markets ex China ETF (EMXC).
EDIV and EMXC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EDIV is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets Dividend Opportunities Index. It was launched on Feb 23, 2011. 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. Both EDIV and EMXC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EDIV vs. EMXC - Performance Comparison
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EDIV vs. EMXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EDIV SPDR S&P Emerging Markets Dividend ETF | 1.86% | 16.45% | 12.75% | 41.91% | -15.31% | 11.21% | -9.95% | 11.80% | -6.16% | 6.70% |
EMXC iShares MSCI Emerging Markets ex China ETF | 9.42% | 35.14% | 2.68% | 18.96% | -19.56% | 8.54% | 12.76% | 15.80% | -12.96% | 7.01% |
Returns By Period
In the year-to-date period, EDIV achieves a 1.86% return, which is significantly lower than EMXC's 9.42% return.
EDIV
- 1D
- 0.20%
- 1M
- -5.30%
- YTD
- 1.86%
- 6M
- 3.56%
- 1Y
- 15.65%
- 3Y*
- 20.17%
- 5Y*
- 10.65%
- 10Y*
- 8.40%
EMXC
- 1D
- 1.11%
- 1M
- -7.62%
- YTD
- 9.42%
- 6M
- 18.97%
- 1Y
- 48.03%
- 3Y*
- 20.23%
- 5Y*
- 8.43%
- 10Y*
- —
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EDIV vs. EMXC - Expense Ratio Comparison
Both EDIV and EMXC have an expense ratio of 0.49%.
Return for Risk
EDIV vs. EMXC — Risk / Return Rank
EDIV
EMXC
EDIV vs. EMXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Emerging Markets Dividend ETF (EDIV) 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.
| EDIV | EMXC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 2.34 | -1.20 |
Sortino ratioReturn per unit of downside risk | 1.61 | 3.02 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.44 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 3.39 | -1.82 |
Martin ratioReturn relative to average drawdown | 5.68 | 14.12 | -8.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EDIV | EMXC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 2.34 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.51 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.40 | -0.25 |
Correlation
The correlation between EDIV and EMXC is 0.77, 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.
Dividends
EDIV vs. EMXC - Dividend Comparison
EDIV's dividend yield for the trailing twelve months is around 4.70%, more than EMXC's 2.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDIV SPDR S&P Emerging Markets Dividend ETF | 4.70% | 4.69% | 3.94% | 4.26% | 4.94% | 3.84% | 3.52% | 3.83% | 3.41% | 2.99% | 4.94% | 5.33% |
EMXC iShares MSCI Emerging Markets ex China ETF | 2.57% | 2.82% | 2.69% | 1.83% | 2.85% | 1.78% | 1.45% | 3.25% | 2.63% | 0.99% | 0.00% | 0.00% |
Drawdowns
EDIV vs. EMXC - Drawdown Comparison
The maximum EDIV drawdown since its inception was -53.36%, which is greater than EMXC's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for EDIV and EMXC.
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Drawdown Indicators
| EDIV | EMXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.36% | -42.81% | -10.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -14.41% | +4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.32% | -28.91% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | — | — |
Current DrawdownCurrent decline from peak | -8.17% | -9.89% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -19.53% | -10.35% | -9.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 3.46% | -0.59% |
Volatility
EDIV vs. EMXC - Volatility Comparison
The current volatility for SPDR S&P Emerging Markets Dividend ETF (EDIV) is 5.79%, while iShares MSCI Emerging Markets ex China ETF (EMXC) has a volatility of 10.61%. This indicates that EDIV 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.
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Volatility by Period
| EDIV | EMXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.79% | 10.61% | -4.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 16.16% | -7.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.76% | 20.60% | -6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.81% | 16.71% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 19.51% | -1.93% |