EMCR vs. FEMKX
Compare and contrast key facts about Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF (EMCR) and Fidelity Emerging Markets (FEMKX).
EMCR is a passively managed fund by Deutsche Bank that tracks the performance of the Solactive ISS Emerging Markets Carbon Reduction & Climate Improvers Index - Benchmark TR Net. It was launched on Dec 6, 2018. FEMKX is managed by Fidelity. It was launched on Nov 1, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMCR or FEMKX.
Key characteristics
| EMCR | FEMKX | |
|---|---|---|
| YTD Return | 2.18% | 3.91% |
| 1Y Return | 9.90% | 12.61% |
| 3Y Return (Ann) | -3.46% | -5.97% |
| 5Y Return (Ann) | 3.59% | 5.55% |
| Sharpe Ratio | 0.75 | 1.03 |
| Daily Std Dev | 15.13% | 13.54% |
| Max Drawdown | -34.28% | -71.06% |
| Current Drawdown | -15.15% | -21.93% |
Correlation
The correlation between EMCR and FEMKX is 0.89, 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
EMCR vs. FEMKX - Performance Comparison
In the year-to-date period, EMCR achieves a 2.18% return, which is significantly lower than FEMKX's 3.91% 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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EMCR vs. FEMKX - Expense Ratio Comparison
EMCR has a 0.15% expense ratio, which is lower than FEMKX's 0.88% expense ratio.
Risk-Adjusted Performance
EMCR vs. FEMKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF (EMCR) and Fidelity Emerging Markets (FEMKX). 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
EMCR vs. FEMKX - Dividend Comparison
EMCR's dividend yield for the trailing twelve months is around 1.91%, more than FEMKX's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF | 1.91% | 1.95% | 3.05% | 1.83% | 1.75% | 3.15% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FEMKX Fidelity Emerging Markets | 1.07% | 1.11% | 0.77% | 6.00% | 1.39% | 1.71% | 0.83% | 0.58% | 0.67% | 0.51% | 1.24% | 0.08% |
Drawdowns
EMCR vs. FEMKX - Drawdown Comparison
The maximum EMCR drawdown since its inception was -34.28%, smaller than the maximum FEMKX drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for EMCR and FEMKX. For additional features, visit the drawdowns tool.
Volatility
EMCR vs. FEMKX - Volatility Comparison
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF (EMCR) has a higher volatility of 4.31% compared to Fidelity Emerging Markets (FEMKX) at 4.03%. This indicates that EMCR's price experiences larger fluctuations and is considered to be riskier than FEMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.