EEM vs. EEMS
Compare and contrast key facts about iShares MSCI Emerging Markets ETF (EEM) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS).
EEM and EEMS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EEM is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Index. It was launched on Apr 11, 2003. EEMS is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Small Cap Index. It was launched on Aug 16, 2011. Both EEM and EEMS 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: EEM or EEMS.
Correlation
The correlation between EEM and EEMS 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.
Performance
EEM vs. EEMS - Performance Comparison
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Key characteristics
EEM:
0.52
EEMS:
0.13
EEM:
0.94
EEMS:
0.28
EEM:
1.12
EEMS:
1.04
EEM:
0.40
EEMS:
0.10
EEM:
1.79
EEMS:
0.30
EEM:
6.11%
EEMS:
6.84%
EEM:
19.34%
EEMS:
16.96%
EEM:
-66.43%
EEMS:
-48.89%
EEM:
-12.99%
EEMS:
-4.76%
Returns By Period
In the year-to-date period, EEM achieves a 9.90% return, which is significantly higher than EEMS's 2.99% return. Over the past 10 years, EEM has underperformed EEMS with an annualized return of 2.89%, while EEMS has yielded a comparatively higher 4.10% annualized return.
EEM
9.90%
10.08%
7.51%
9.90%
7.04%
2.89%
EEMS
2.99%
10.33%
2.14%
2.25%
14.24%
4.10%
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EEM vs. EEMS - Expense Ratio Comparison
EEM has a 0.68% expense ratio, which is lower than EEMS's 0.69% expense ratio.
Risk-Adjusted Performance
EEM vs. EEMS — Risk-Adjusted Performance Rank
EEM
EEMS
EEM vs. EEMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets ETF (EEM) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS). 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.
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Dividends
EEM vs. EEMS - Dividend Comparison
EEM's dividend yield for the trailing twelve months is around 2.21%, less than EEMS's 2.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEM iShares MSCI Emerging Markets ETF | 2.21% | 2.43% | 2.63% | 2.50% | 1.99% | 1.45% | 2.76% | 2.24% | 1.89% | 1.89% | 2.49% | 2.23% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | 2.52% | 2.60% | 2.69% | 0.89% | 3.56% | 2.14% | 2.64% | 3.06% | 2.47% | 2.51% | 2.33% | 2.67% |
Drawdowns
EEM vs. EEMS - Drawdown Comparison
The maximum EEM drawdown since its inception was -66.43%, which is greater than EEMS's maximum drawdown of -48.89%. Use the drawdown chart below to compare losses from any high point for EEM and EEMS. For additional features, visit the drawdowns tool.
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Volatility
EEM vs. EEMS - Volatility Comparison
The current volatility for iShares MSCI Emerging Markets ETF (EEM) is 4.41%, while iShares MSCI Emerging Markets Small-Cap ETF (EEMS) has a volatility of 4.86%. This indicates that EEM experiences smaller price fluctuations and is considered to be less risky than EEMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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