EEMX vs. VUSV

Last updated Jun 5, 2026

EEMX (SPDR MSCI Emerging Markets Fossil Fuel Free ETF) and VUSV (Vanguard Wellington U.S. Value Active ETF) are both exchange-traded funds - EEMX is a Asia Pacific Equities fund tracking the MSCI Emerging Markets ex Fossil Fuels Index, while VUSV is a Large Cap Value Equities fund actively managed by Vanguard. EEMX is passively managed, while VUSV is actively managed. A 0.59 correlation means they provide meaningful diversification when combined. Both charge a 0.30% expense ratio.

Performance

EEMX vs. VUSV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR MSCI Emerging Markets Fossil Fuel Free ETF (EEMX) and Vanguard Wellington U.S. Value Active ETF (VUSV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EEMX achieves a 27.49% return, which is significantly higher than VUSV's 8.98% return.

EEMX

• 1D: -1.13%
• 1M: 6.59%
• YTD: 27.49%
• 6M: 30.63%
• 1Y: 54.54%
• 3Y*: 24.62%
• 5Y*: 7.82%
• 10Y*: —

VUSV

• 1D: 1.41%
• 1M: 3.31%
• YTD: 8.98%
• 6M: 10.08%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EEMX vs. VUSV - Yearly Performance Comparison

	2026 (YTD)	2025
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF	27.49%	3.04%
VUSV Vanguard Wellington U.S. Value Active ETF	8.98%	5.48%

Correlation

The correlation between EEMX and VUSV is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025	0.59

Return for Risk

EEMX vs. VUSV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EEMX

EEMX Risk / Return Rank: 80
EEMX Sharpe Ratio Rank: 82
EEMX Sortino Ratio Rank: 78
EEMX Omega Ratio Rank: 81
EEMX Calmar Ratio Rank: 78
EEMX Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EEMX vs. VUSV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Emerging Markets Fossil Fuel Free ETF (EEMX) and Vanguard Wellington U.S. Value Active ETF (VUSV). 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.

	EEMX	VUSV	Difference
Sharpe ratio: Return per unit of total volatility	2.64	—	—
Sortino ratio: Return per unit of downside risk	3.43	—	—
Omega ratio: Gain probability vs. loss probability	1.48	—	—
Calmar ratio: Return relative to maximum drawdown	3.95	—	—
Martin ratio: Return relative to average drawdown	15.59	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	EEMX	VUSV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.64	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.41	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.47	2.48	-2.01

Drawdowns

EEMX vs. VUSV - Drawdown Comparison

The maximum EEMX drawdown since its inception was -39.90%, which is greater than VUSV's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for EEMX and VUSV.

Drawdown Indicators

	EEMX	VUSV	Difference
Max Drawdown Largest peak-to-trough decline	-39.90%	-7.06%	-32.84%
Max Drawdown (1Y) Largest decline over 1 year	-13.89%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-17.64%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-37.08%	—	—
Current Drawdown Current decline from peak	-2.43%	0.00%	-2.43%
Average Drawdown Average peak-to-trough decline	-14.73%	-1.30%	-13.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.51%	—	—

Volatility

Volatility by Period

	EEMX	VUSV	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.86%	—	—
Volatility (6M) Calculated over the trailing 6-month period	18.24%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	20.78%	12.03%	+8.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.15%	12.03%	+7.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.22%	12.03%	+8.19%

EEMX vs. VUSV - Expense Ratio Comparison

Both EEMX and VUSV have an expense ratio of 0.30%.

Dividends

EEMX vs. VUSV - Dividend Comparison

EEMX's dividend yield for the trailing twelve months is around 1.77%, more than VUSV's 0.18% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF	1.77%	2.28%	2.26%	2.20%	2.38%	1.72%	1.42%	2.57%	2.41%	2.45%	0.15%
VUSV Vanguard Wellington U.S. Value Active ETF	0.18%	0.20%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EEMX and VUSV in my portfolio?

EEMX and VUSV have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EEMX or VUSV?

Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EEMX or VUSV?

EEMX and VUSV have the same expense ratio: 0.30% per year.

Which ETF pays a higher dividend yield, EEMX or VUSV?

EEMX has the higher dividend yield at 1.77%, compared with 0.18% for VUSV.

What is the main difference between EEMX and VUSV?

EEMX is categorized as Asia Pacific Equities, while VUSV is Large Cap Value Equities. They also come from different issuers: State Street and Vanguard.