EEMO vs. EEMS
Compare and contrast key facts about Invesco S&P Emerging Markets Momentum ETF (EEMO) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS).
EEMO and EEMS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EEMO is a passively managed fund by Invesco that tracks the performance of the S&P Momentum Emerging Plus LargeMidCap Index. It was launched on Feb 24, 2012. 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 EEMO 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: EEMO or EEMS.
Correlation
The correlation between EEMO and EEMS is 0.49, 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
EEMO vs. EEMS - Performance Comparison
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Key characteristics
EEMO:
-0.10
EEMS:
-0.02
EEMO:
-0.00
EEMS:
0.08
EEMO:
1.00
EEMS:
1.01
EEMO:
-0.06
EEMS:
-0.02
EEMO:
-0.25
EEMS:
-0.06
EEMO:
8.43%
EEMS:
6.83%
EEMO:
20.51%
EEMS:
16.87%
EEMO:
-48.46%
EEMS:
-48.89%
EEMO:
-22.61%
EEMS:
-6.98%
Returns By Period
In the year-to-date period, EEMO achieves a -3.55% return, which is significantly lower than EEMS's 0.58% return. Over the past 10 years, EEMO has underperformed EEMS with an annualized return of -0.11%, while EEMS has yielded a comparatively higher 3.92% annualized return.
EEMO
-3.55%
8.73%
-6.83%
-1.43%
7.41%
-0.11%
EEMS
0.58%
7.76%
-2.28%
0.20%
13.67%
3.92%
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EEMO vs. EEMS - Expense Ratio Comparison
EEMO has a 0.31% expense ratio, which is lower than EEMS's 0.69% expense ratio.
Risk-Adjusted Performance
EEMO vs. EEMS — Risk-Adjusted Performance Rank
EEMO
EEMS
EEMO vs. EEMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Emerging Markets Momentum ETF (EEMO) 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
EEMO vs. EEMS - Dividend Comparison
EEMO's dividend yield for the trailing twelve months is around 2.52%, less than EEMS's 2.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEMO Invesco S&P Emerging Markets Momentum ETF | 2.52% | 2.57% | 3.65% | 3.82% | 1.51% | 1.53% | 2.13% | 13.11% | 5.13% | 1.55% | 2.92% | 2.35% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | 2.58% | 2.60% | 2.69% | 0.89% | 3.56% | 2.14% | 2.64% | 3.06% | 2.47% | 2.51% | 2.33% | 2.67% |
Drawdowns
EEMO vs. EEMS - Drawdown Comparison
The maximum EEMO drawdown since its inception was -48.46%, roughly equal to the maximum EEMS drawdown of -48.89%. Use the drawdown chart below to compare losses from any high point for EEMO and EEMS. For additional features, visit the drawdowns tool.
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Volatility
EEMO vs. EEMS - Volatility Comparison
Invesco S&P Emerging Markets Momentum ETF (EEMO) has a higher volatility of 6.57% compared to iShares MSCI Emerging Markets Small-Cap ETF (EEMS) at 5.62%. This indicates that EEMO's price experiences larger fluctuations and is considered to be riskier than EEMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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