EEMS vs. GLD
Compare and contrast key facts about iShares MSCI Emerging Markets Small-Cap ETF (EEMS) and SPDR Gold Trust (GLD).
EEMS and GLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. GLD is a passively managed fund by State Street that tracks the performance of the Gold Bullion. It was launched on Nov 18, 2004. Both EEMS and GLD 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: EEMS or GLD.
Correlation
The correlation between EEMS and GLD is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EEMS vs. GLD - Performance Comparison
Key characteristics
EEMS:
-0.02
GLD:
2.39
EEMS:
0.08
GLD:
3.30
EEMS:
1.01
GLD:
1.42
EEMS:
-0.02
GLD:
5.33
EEMS:
-0.06
GLD:
14.20
EEMS:
6.83%
GLD:
3.05%
EEMS:
16.87%
GLD:
17.51%
EEMS:
-48.89%
GLD:
-45.56%
EEMS:
-6.98%
GLD:
-2.77%
Returns By Period
In the year-to-date period, EEMS achieves a 0.58% return, which is significantly lower than GLD's 26.73% return. Over the past 10 years, EEMS has underperformed GLD with an annualized return of 4.11%, while GLD has yielded a comparatively higher 10.39% annualized return.
EEMS
0.58%
9.41%
-2.28%
-0.35%
13.40%
4.11%
GLD
26.73%
7.52%
23.75%
41.43%
13.88%
10.39%
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EEMS vs. GLD - Expense Ratio Comparison
EEMS has a 0.69% expense ratio, which is higher than GLD's 0.40% expense ratio.
Risk-Adjusted Performance
EEMS vs. GLD — Risk-Adjusted Performance Rank
EEMS
GLD
EEMS vs. GLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Small-Cap ETF (EEMS) and SPDR Gold Trust (GLD). 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
EEMS vs. GLD - Dividend Comparison
EEMS's dividend yield for the trailing twelve months is around 2.58%, while GLD has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EEMS vs. GLD - Drawdown Comparison
The maximum EEMS drawdown since its inception was -48.89%, which is greater than GLD's maximum drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for EEMS and GLD. For additional features, visit the drawdowns tool.
Volatility
EEMS vs. GLD - Volatility Comparison
The current volatility for iShares MSCI Emerging Markets Small-Cap ETF (EEMS) is 5.62%, while SPDR Gold Trust (GLD) has a volatility of 8.54%. This indicates that EEMS experiences smaller price fluctuations and is considered to be less risky than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.