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EMEM vs. EMXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EMEM vs. EMXC

Last updated Jul 28, 2026
Documentation

EMEM (Sophus Capital Emerging Market ETF) and EMXC (iShares MSCI Emerging Markets ex China ETF) are both Emerging Markets Equities funds. EMEM is actively managed, while EMXC is passively managed. Their 0.96 correlation means they have historically moved very closely together. EMEM charges 0.65%/yr vs 0.49%/yr for EMXC.

Performance

EMEM vs. EMXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sophus Capital Emerging Market ETF (EMEM) and iShares MSCI Emerging Markets ex China ETF (EMXC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

EMEM

1D
0.29%
1M
-5.50%
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

EMXC

1D
-0.21%
1M
-8.35%
6M
15.81%
YTD
26.92%
1Y
47.15%
3Y*
22.14%
5Y*
11.02%
10Y*
—
ALL TIME*
9.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

EMEM

Sophus Capital Emerging Market ETF
$469.31K$366.44K$1.50M

EMXC

iShares MSCI Emerging Markets ex China ETF
$255.58M$265.66M$270.61M

EMEM vs. EMXC - Yearly Performance Comparison

2026 (YTD)
EMEM
Sophus Capital Emerging Market ETF		-2.00%
EMXC
iShares MSCI Emerging Markets ex China ETF		0.18%

Correlation

The correlation between EMEM and EMXC is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.

Correlation
Correlation (All Time)
Calculated using the full available price history since May 20, 2026

0.96

EMEM vs. EMXC - Sectors Allocation Comparison

Sectors
EMEM
EMXC

Technology

41.2%
53.4%

Financial Services

14.2%
18.0%

Industrials

8.8%
6.5%

Consumer Cyclical

4.6%
3.8%

Communication Services

4.2%
2.9%

Basic Materials

3.4%
5.5%

Consumer Defensive

2.1%
2.4%

Energy

2.1%
3.1%

Healthcare

1.7%
1.8%

Real Estate

1.6%
0.8%

Utilities

0.5%
1.8%

Technology

EMEM
41.2%
EMXC
53.4%

Financial Services

EMEM
14.2%
EMXC
18.0%

Industrials

EMEM
8.8%
EMXC
6.5%

Consumer Cyclical

EMEM
4.6%
EMXC
3.8%

Communication Services

EMEM
4.2%
EMXC
2.9%

Basic Materials

EMEM
3.4%
EMXC
5.5%

Consumer Defensive

EMEM
2.1%
EMXC
2.4%

Energy

EMEM
2.1%
EMXC
3.1%

Healthcare

EMEM
1.7%
EMXC
1.8%

Real Estate

EMEM
1.6%
EMXC
0.8%

Utilities

EMEM
0.5%
EMXC
1.8%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Sophus Capital Emerging Market ETF

iShares MSCI Emerging Markets ex China ETF

Often compared with EMEM:
EMEM vs. EMSCEMEM vs. SPEMEMEM vs. VWOEMEM vs. EDIVEMEM vs. DEMEMEM vs. TJUNEMEM vs. EVLU
Often compared with EMXC:
EMXC vs. XCEMEMXC vs. IEMGEMXC vs. VWOEMXC vs. EEMEMXC vs. VEXCEMXC vs. SPEMEMXC vs. VNM

Return for Risk

EMEM vs. EMXC — Risk / Return Rank

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

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EMXC
EMXC Risk / Return Rank: 7777
Overall Rank
EMXC Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
EMXC Sortino Ratio Rank: 6969
Sortino Ratio Rank
EMXC Omega Ratio Rank: 7878
Omega Ratio Rank
EMXC Calmar Ratio Rank: 8484
Calmar Ratio Rank
EMXC Martin Ratio Rank: 7777
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.

EMEM vs. EMXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sophus Capital Emerging Market ETF (EMEM) and iShares MSCI Emerging Markets ex China ETF (EMXC). 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.

EMEMEMXCDifference
Sharpe ratioReturn per unit of total volatility

—

1.76

—

Sortino ratioReturn per unit of downside risk

—

2.27

—

Omega ratioGain probability vs. loss probability

—

1.33

—

Calmar ratioReturn relative to maximum drawdown

—

3.29

—

Martin ratioReturn relative to average drawdown

—

9.90

—

EMEM vs. EMXC - Sharpe Ratio Comparison

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Drawdowns

EMEM vs. EMXC - Drawdown Comparison

The maximum EMEM drawdown since its inception was -11.28%, smaller than the maximum EMXC drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for EMEM and EMXC.

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Drawdown Indicators

EMEMEMXCDifference

Max Drawdown

Largest peak-to-trough decline

-11.28%

-42.81%

+31.53%

Max Drawdown (1Y)

Largest decline over 1 year

—

-14.41%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-19.12%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-28.91%

—

Current Drawdown

Current decline from peak

-10.73%

-13.89%

+3.16%

Average Drawdown

Average peak-to-trough decline

-4.82%

-10.14%

+5.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.78%

—

Volatility

EMEM vs. EMXC - Volatility Comparison

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Volatility by Period

EMEMEMXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

9.69%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

25.24%

—

Volatility (1Y)

Calculated over the trailing 1-year period

34.93%

26.95%

+7.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.93%

18.85%

+16.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.93%

20.41%

+14.52%

EMEM vs. EMXC - Expense Ratio Comparison

EMEM has a 0.65% expense ratio, which is higher than EMXC's 0.49% expense ratio.

Dividends

EMEM vs. EMXC - Dividend Comparison

EMEM has not paid dividends to shareholders, while EMXC's dividend yield for the trailing twelve months is around 2.10%.

PositionTTM202520242023202220212020201920182017
EMEM
Sophus Capital Emerging Market ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EMXC
iShares MSCI Emerging Markets ex China ETF		2.10%2.82%2.69%1.83%2.85%1.78%1.45%3.25%2.63%0.99%

Frequently Asked Questions

With a correlation of 0.96, EMEM and EMXC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, EMXC is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EMXC is cheaper with a 0.49% expense ratio, compared with 0.65% for EMEM.

EMXC has the higher dividend yield at 2.10%, compared with 0.00% for EMEM.

They also come from different issuers: Sophus Capital and iShares. Their fees differ too: 0.65% for EMEM and 0.49% for EMXC.

Portfolio Optimizer

Find the right allocation for EMEM and EMXC

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