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 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EEM vs. EEMS - Performance Comparison
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Key characteristics
EEM:
12.01%
EEMS:
16.12%
EEM:
-1.61%
EEMS:
-2.59%
EEM:
-0.95%
EEMS:
-1.60%
Returns By Period
EEM
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EEMS
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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 2.27%, less than EEMS's 2.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEM iShares MSCI Emerging Markets ETF | 2.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | 2.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EEM vs. EEMS - Drawdown Comparison
The maximum EEM drawdown since its inception was -1.61%, smaller than the maximum EEMS drawdown of -2.59%. 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
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