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EEMV vs. NFFFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EEMV vs. NFFFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) and American Funds New World Fund (NFFFX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with EEMV having a 13.39% return and NFFFX slightly higher at 14.00%. Over the past 10 years, EEMV has underperformed NFFFX with an annualized return of 5.67%, while NFFFX has yielded a comparatively higher 10.56% annualized return.


EEMV

1D
0.83%
1M
-2.13%
6M
8.06%
YTD
13.39%
1Y
19.04%
3Y*
12.30%
5Y*
5.50%
10Y*
5.67%
ALL TIME*
5.27%

NFFFX

1D
1.97%
1M
0.30%
6M
7.55%
YTD
14.00%
1Y
29.10%
3Y*
16.42%
5Y*
6.82%
10Y*
10.56%
ALL TIME*
6.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$17.54M$15.40M$17.99M
$0.00$0.00$0.00

EEMV vs. NFFFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
13.39%13.45%7.98%7.75%-13.94%5.05%6.90%7.83%-5.81%27.28%
NFFFX
American Funds New World Fund
14.00%28.52%6.78%16.11%-21.86%4.98%25.17%27.89%-12.08%32.92%

Correlation

The correlation between EEMV and NFFFX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.79

Correlation (3Y)
Balances recent behavior with more history.

0.79

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.81

Correlation (10Y)
Provides a long-term view across more market conditions.

0.83

Correlation (All Time)
Calculated using the full available price history since Oct 20, 2011

0.83

The correlation between EEMV and NFFFX has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.

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Return for Risk

EEMV vs. NFFFX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EEMV
EEMV Risk / Return Rank: 4949
Overall Rank
EEMV Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
EEMV Sortino Ratio Rank: 4444
Sortino Ratio Rank
EEMV Omega Ratio Rank: 5050
Omega Ratio Rank
EEMV Calmar Ratio Rank: 5555
Calmar Ratio Rank
EEMV Martin Ratio Rank: 5050
Martin Ratio Rank

NFFFX
NFFFX Risk / Return Rank: 5757
Overall Rank
NFFFX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
NFFFX Sortino Ratio Rank: 5454
Sortino Ratio Rank
NFFFX Omega Ratio Rank: 6060
Omega Ratio Rank
NFFFX Calmar Ratio Rank: 5757
Calmar Ratio Rank
NFFFX Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EEMV vs. NFFFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) and American Funds New World Fund (NFFFX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EEMVNFFFXDifference
Sharpe ratioReturn per unit of total volatility

-0.40

Sortino ratioReturn per unit of downside risk

-0.51

Omega ratioGain probability vs. loss probability

1.23

1.29

-0.06

Calmar ratioReturn relative to maximum drawdown

2.01

2.14

-0.13

Martin ratioReturn relative to average drawdown

5.99

7.74

-1.75

EEMV vs. NFFFX - Sharpe Ratio Comparison

The current EEMV Sharpe Ratio is 1.16, which is comparable to the NFFFX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of EEMV and NFFFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EEMV vs. NFFFX - Drawdown Comparison

The maximum EEMV drawdown since its inception was -31.56%, smaller than the maximum NFFFX drawdown of -50.17%. Use the drawdown chart below to compare losses from any high point for EEMV and NFFFX.


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Drawdown Indicators


EEMVNFFFXDifference

Max Drawdown

Largest peak-to-trough decline

-31.56%

-50.17%

+18.61%

Max Drawdown (1Y)

Largest decline over 1 year

-9.50%

-13.01%

+3.51%

Max Drawdown (3Y)

Largest decline over 3 years

-12.47%

-15.05%

+2.58%

Max Drawdown (5Y)

Largest decline over 5 years

-21.90%

-33.48%

+11.58%

Max Drawdown (10Y)

Largest decline over 10 years

-31.56%

-33.48%

+1.92%

Current Drawdown

Current decline from peak

-6.43%

-4.01%

-2.42%

Average Drawdown

Average peak-to-trough decline

-7.93%

-9.75%

+1.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.18%

3.58%

-0.40%

Volatility

EEMV vs. NFFFX - Volatility Comparison

The current volatility for iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) is 6.53%, while American Funds New World Fund (NFFFX) has a volatility of 7.36%. This indicates that EEMV experiences smaller price fluctuations and is considered to be less risky than NFFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EEMVNFFFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.53%

7.36%

-0.83%

Volatility (6M)

Calculated over the trailing 6-month period

15.46%

16.02%

-0.56%

Volatility (1Y)

Calculated over the trailing 1-year period

16.54%

17.82%

-1.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.62%

15.98%

-3.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.07%

16.33%

-2.26%

EEMV vs. NFFFX - Expense Ratio Comparison

EEMV has a 0.25% expense ratio, which is lower than NFFFX's 0.68% expense ratio.


Dividends

EEMV vs. NFFFX - Dividend Comparison

EEMV's dividend yield for the trailing twelve months is around 2.25%, less than NFFFX's 5.27% yield.


PositionTTM20252024202320222021202020192018201720162015
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
2.25%2.65%3.50%2.75%1.93%2.14%2.45%2.63%2.46%2.34%2.79%2.55%
NFFFX
American Funds New World Fund
5.27%6.01%4.01%2.78%1.21%7.23%0.35%3.95%2.62%2.17%1.28%0.94%

Frequently Asked Questions


EEMV and NFFFX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NFFFX has higher volatility (7.36%) compared to EEMV (6.53%). In terms of maximum drawdown, EEMV dropped -31.56% vs NFFFX's -50.17%.

NFFFX currently has the higher Sharpe Ratio (1.56 vs 1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for EEMV and NFFFX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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