EEMA vs. AIA
Compare and contrast key facts about iShares MSCI Emerging Markets Asia ETF (EEMA) and iShares Asia 50 ETF (AIA).
EEMA and AIA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EEMA is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Asia Index. It was launched on Feb 8, 2012. AIA is a passively managed fund by iShares that tracks the performance of the S&P Asia 50. It was launched on Nov 13, 2007. Both EEMA and AIA 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: EEMA or AIA.
Key characteristics
| EEMA | AIA | |
|---|---|---|
| YTD Return | 6.41% | 9.83% |
| 1Y Return | 12.22% | 13.48% |
| 3Y Return (Ann) | -6.37% | -9.66% |
| 5Y Return (Ann) | 2.14% | 1.94% |
| 10Y Return (Ann) | 4.14% | 5.41% |
| Sharpe Ratio | 0.74 | 0.66 |
| Daily Std Dev | 16.27% | 20.01% |
| Max Drawdown | -44.19% | -60.89% |
| Current Drawdown | -24.87% | -33.49% |
Correlation
The correlation between EEMA and AIA is 0.91, 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
EEMA vs. AIA - Performance Comparison
In the year-to-date period, EEMA achieves a 6.41% return, which is significantly lower than AIA's 9.83% return. Over the past 10 years, EEMA has underperformed AIA with an annualized return of 4.14%, while AIA has yielded a comparatively higher 5.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EEMA vs. AIA - Expense Ratio Comparison
Both EEMA and AIA have an expense ratio of 0.50%.
Risk-Adjusted Performance
EEMA vs. AIA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Asia ETF (EEMA) and iShares Asia 50 ETF (AIA). 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
EEMA vs. AIA - Dividend Comparison
EEMA's dividend yield for the trailing twelve months is around 2.11%, less than AIA's 2.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEMA iShares MSCI Emerging Markets Asia ETF | 2.11% | 2.25% | 1.78% | 2.18% | 1.15% | 1.85% | 2.16% | 1.73% | 1.74% | 2.43% | 1.33% | 2.41% |
AIA iShares Asia 50 ETF | 2.39% | 2.62% | 2.58% | 1.52% | 1.10% | 2.22% | 2.49% | 1.44% | 2.27% | 2.85% | 2.22% | 2.05% |
Drawdowns
EEMA vs. AIA - Drawdown Comparison
The maximum EEMA drawdown since its inception was -44.19%, smaller than the maximum AIA drawdown of -60.89%. Use the drawdown chart below to compare losses from any high point for EEMA and AIA. For additional features, visit the drawdowns tool.
Volatility
EEMA vs. AIA - Volatility Comparison
The current volatility for iShares MSCI Emerging Markets Asia ETF (EEMA) is 5.73%, while iShares Asia 50 ETF (AIA) has a volatility of 7.05%. This indicates that EEMA experiences smaller price fluctuations and is considered to be less risky than AIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.