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EMEQ vs. CVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMEQ vs. CVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nomura Focused Emerging Markets Equity ETF (EMEQ) and Chevron Corporation (CVX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EMEQ achieves a 53.76% return, which is significantly higher than CVX's 31.60% return.


EMEQ

1D
1.33%
1M
-11.21%
6M
30.45%
YTD
53.76%
1Y
107.90%
3Y*
5Y*
10Y*
ALL TIME*
65.06%

CVX

1D
2.35%
1M
18.79%
6M
13.38%
YTD
31.60%
1Y
35.24%
3Y*
11.23%
5Y*
18.87%
10Y*
11.68%
ALL TIME*
10.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.44B$1.41B$1.67B
$8.75M$9.16M$11.52M

EMEQ vs. CVX - Yearly Performance Comparison


2026 (YTD)20252024
EMEQ
Nomura Focused Emerging Markets Equity ETF
53.76%69.78%-0.73%
CVX
Chevron Corporation
31.60%10.10%2.99%

Correlation

The correlation between EMEQ and CVX is -0.12, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


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

-0.12

Correlation (All Time)
Calculated using the full available price history since Sep 5, 2024

-0.01

The correlation between EMEQ and CVX shifts across timeframes, from -0.12 (1 year) to -0.01 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

EMEQ vs. CVX — Risk / Return Rank

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

EMEQ
EMEQ Risk / Return Rank: 9191
Overall Rank
EMEQ Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
EMEQ Sortino Ratio Rank: 8888
Sortino Ratio Rank
EMEQ Omega Ratio Rank: 9090
Omega Ratio Rank
EMEQ Calmar Ratio Rank: 9292
Calmar Ratio Rank
EMEQ Martin Ratio Rank: 9191
Martin Ratio Rank

CVX
CVX Risk / Return Rank: 8080
Overall Rank
CVX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
CVX Sortino Ratio Rank: 8181
Sortino Ratio Rank
CVX Omega Ratio Rank: 8181
Omega Ratio Rank
CVX Calmar Ratio Rank: 7676
Calmar Ratio Rank
CVX Martin Ratio Rank: 7878
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.

EMEQ vs. CVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nomura Focused Emerging Markets Equity ETF (EMEQ) and Chevron Corporation (CVX). 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.


EMEQCVXDifference
Sharpe ratioReturn per unit of total volatility

+1.13

Sortino ratioReturn per unit of downside risk

+0.91

Omega ratioGain probability vs. loss probability

1.43

1.27

+0.16

Calmar ratioReturn relative to maximum drawdown

4.13

1.70

+2.43

Martin ratioReturn relative to average drawdown

15.08

4.61

+10.47

EMEQ vs. CVX - Sharpe Ratio Comparison

The current EMEQ Sharpe Ratio is 2.69, which is higher than the CVX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of EMEQ and CVX, 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

EMEQ vs. CVX - Drawdown Comparison

The maximum EMEQ drawdown since its inception was -26.25%, smaller than the maximum CVX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for EMEQ and CVX.


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Drawdown Indicators


EMEQCVXDifference

Max Drawdown

Largest peak-to-trough decline

-26.25%

-55.77%

+29.52%

Max Drawdown (1Y)

Largest decline over 1 year

-26.25%

-20.81%

-5.44%

Max Drawdown (3Y)

Largest decline over 3 years

-20.81%

Max Drawdown (5Y)

Largest decline over 5 years

-24.95%

Max Drawdown (10Y)

Largest decline over 10 years

-55.77%

Current Drawdown

Current decline from peak

-20.86%

-5.93%

-14.93%

Average Drawdown

Average peak-to-trough decline

-4.67%

-11.40%

+6.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.18%

7.66%

-0.48%

Volatility

EMEQ vs. CVX - Volatility Comparison

Nomura Focused Emerging Markets Equity ETF (EMEQ) has a higher volatility of 14.87% compared to Chevron Corporation (CVX) at 6.84%. This indicates that EMEQ's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMEQCVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.87%

6.84%

+8.03%

Volatility (6M)

Calculated over the trailing 6-month period

37.54%

18.21%

+19.33%

Volatility (1Y)

Calculated over the trailing 1-year period

40.39%

22.82%

+17.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.15%

25.15%

+9.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.15%

29.24%

+4.91%

Dividends

EMEQ vs. CVX - Dividend Comparison

EMEQ's dividend yield for the trailing twelve months is around 1.79%, less than CVX's 3.55% yield.


PositionTTM20252024202320222021202020192018201720162015
CVX
Chevron Corporation
3.55%4.49%4.50%4.05%3.16%4.52%6.11%3.95%4.12%3.45%3.64%4.76%
EMEQ
Nomura Focused Emerging Markets Equity ETF
1.79%2.76%0.84%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EMEQ and CVX have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMEQ has higher volatility (14.87%) compared to CVX (6.84%). In terms of maximum drawdown, EMEQ dropped -26.25% vs CVX's -55.77%.

EMEQ currently has the higher Sharpe Ratio (2.69 vs 1.55), 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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