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EMDM vs. SDEM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMDM vs. SDEM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Bloomberg Emerging Market Democracies ETF (EMDM) and Global X MSCI SuperDividend Emerging Markets ETF (SDEM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EMDM achieves a 43.47% return, which is significantly higher than SDEM's 10.92% return.


EMDM

1D
0.04%
1M
9.64%
YTD
43.47%
6M
47.72%
1Y
92.89%
3Y*
33.33%
5Y*
10Y*

SDEM

1D
-0.13%
1M
0.51%
YTD
10.92%
6M
13.02%
1Y
29.53%
3Y*
19.78%
5Y*
4.90%
10Y*
5.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMDM vs. SDEM - Yearly Performance Comparison


2026 (YTD)202520242023
EMDM
First Trust Bloomberg Emerging Market Democracies ETF
43.47%59.68%-4.93%14.75%
SDEM
Global X MSCI SuperDividend Emerging Markets ETF
10.92%32.01%4.02%7.91%

Correlation

The correlation between EMDM and SDEM is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.72

Correlation (3Y)
Calculated over the trailing 3-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Mar 3, 2023

0.72

The correlation between EMDM and SDEM has been stable across timeframes, ranging from 0.71 to 0.72 - a consistent structural relationship.

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Return for Risk

EMDM vs. SDEM — Risk / Return Rank

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

EMDM
EMDM Risk / Return Rank: 9393
Overall Rank
EMDM Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
EMDM Sortino Ratio Rank: 9292
Sortino Ratio Rank
EMDM Omega Ratio Rank: 9393
Omega Ratio Rank
EMDM Calmar Ratio Rank: 9292
Calmar Ratio Rank
EMDM Martin Ratio Rank: 9393
Martin Ratio Rank

SDEM
SDEM Risk / Return Rank: 6565
Overall Rank
SDEM Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
SDEM Sortino Ratio Rank: 6767
Sortino Ratio Rank
SDEM Omega Ratio Rank: 6363
Omega Ratio Rank
SDEM Calmar Ratio Rank: 6868
Calmar Ratio Rank
SDEM Martin Ratio Rank: 6161
Martin Ratio Rank
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.

EMDM vs. SDEM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Emerging Market Democracies ETF (EMDM) and Global X MSCI SuperDividend Emerging Markets ETF (SDEM). 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.


EMDMSDEMDifference
Sharpe ratioReturn per unit of total volatility

+1.53

Sortino ratioReturn per unit of downside risk

+1.25

Omega ratioGain probability vs. loss probability

1.62

1.37

+0.26

Calmar ratioReturn relative to maximum drawdown

5.97

3.29

+2.68

Martin ratioReturn relative to average drawdown

23.75

10.65

+13.10

EMDM vs. SDEM - Sharpe Ratio Comparison

The current EMDM Sharpe Ratio is 3.67, which is higher than the SDEM Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of EMDM and SDEM, 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

EMDM vs. SDEM - Drawdown Comparison

The maximum EMDM drawdown since its inception was -18.81%, smaller than the maximum SDEM drawdown of -47.38%. Use the drawdown chart below to compare losses from any high point for EMDM and SDEM.


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Drawdown Indicators


EMDMSDEMDifference

Max Drawdown

Largest peak-to-trough decline

-18.81%

-47.38%

+28.57%

Max Drawdown (1Y)

Largest decline over 1 year

-15.65%

-9.03%

-6.62%

Max Drawdown (3Y)

Largest decline over 3 years

-18.81%

-12.34%

-6.47%

Max Drawdown (5Y)

Largest decline over 5 years

-36.08%

Max Drawdown (10Y)

Largest decline over 10 years

-47.38%

Current Drawdown

Current decline from peak

0.00%

-3.70%

+3.70%

Average Drawdown

Average peak-to-trough decline

-4.06%

-20.63%

+16.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.93%

2.78%

+1.15%

Volatility

EMDM vs. SDEM - Volatility Comparison

First Trust Bloomberg Emerging Market Democracies ETF (EMDM) has a higher volatility of 11.74% compared to Global X MSCI SuperDividend Emerging Markets ETF (SDEM) at 4.32%. This indicates that EMDM's price experiences larger fluctuations and is considered to be riskier than SDEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMDMSDEMDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.74%

4.32%

+7.42%

Volatility (6M)

Calculated over the trailing 6-month period

23.08%

11.50%

+11.58%

Volatility (1Y)

Calculated over the trailing 1-year period

25.50%

13.91%

+11.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.45%

17.47%

+2.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.45%

19.20%

+1.25%

EMDM vs. SDEM - Expense Ratio Comparison

EMDM has a 0.75% expense ratio, which is higher than SDEM's 0.67% expense ratio.


Dividends

EMDM vs. SDEM - Dividend Comparison

EMDM's dividend yield for the trailing twelve months is around 2.49%, less than SDEM's 5.00% yield.


PositionTTM20252024202320222021202020192018201720162015
EMDM
First Trust Bloomberg Emerging Market Democracies ETF
2.49%3.57%5.87%2.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SDEM
Global X MSCI SuperDividend Emerging Markets ETF
5.00%5.27%7.28%7.50%8.86%8.14%6.30%6.47%6.55%5.01%5.06%6.14%

Frequently Asked Questions


EMDM and SDEM have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMDM has higher volatility (11.74%) compared to SDEM (4.32%). In terms of maximum drawdown, EMDM dropped -18.81% vs SDEM's -47.38%.

On 3-year performance, EMDM leads with 33.33% vs 19.78% for SDEM. On fees, SDEM is cheaper at 0.67% per year. On volatility, SDEM has been the lower-risk option at 4.32%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, EMDM has performed better with a 33.33% return vs 19.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SDEM is cheaper with a 0.67% expense ratio, compared with 0.75% for EMDM.

SDEM has the higher dividend yield at 5.00%, compared with 2.49% for EMDM.

EMDM is categorized as Emerging Markets Diversified, while SDEM is Emerging Markets Equities. EMDM tracks Bloomberg Emerging Market Democracies Index - Benchmark TR Net, while SDEM tracks MSCI Emerging Markets Top 50 Dividend. They also come from different issuers: First Trust and Global X. Their fees differ too: 0.75% for EMDM and 0.67% for SDEM.

EMDM currently has the higher Sharpe Ratio (3.67 vs 2.14), 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

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